Customers and suppliers paying

Not every sale or purchase is paid at once. TradeBroken keeps track of who owes you, whom you owe, and the payments that clear it.

Customers and suppliers#

Add people under Customers & suppliers: a name, phone number and notes. One person can be a customer, a supplier, an employee, or more than one. They belong to the whole business, so a customer can buy at any branch and has one balance. You never delete someone: you switch them off, and they can't be sold to on credit or paid after that.

When a customer pays what they owe#

Go to Payments → New payment.

1. Choose money in and the customer.
2. Pick the method and the amount, with a reference for MoMo, card or bank payments.
3. Allocate it to the sales it pays off. The allocations must add up to the amount, and each can't be more than that sale still owes.
4. Record it.

A customer can pay at any branch: the money is recorded where it was taken, and the debt is cleared on the sale at the branch that made it.

When you pay a supplier#

Same screen, money out and the supplier, allocated to the purchases you're paying off. Only the owner and branch managers can see or record supplier payments, since they reveal what purchases cost.

Who owes you, and whom you owe#

Open Debtors & creditors. You'll see each person's balance and how long it has been open, grouped into 0 to 30, 31 to 60, 61 to 90 and over 90 days, so you can see who to chase first. The total matches the "Customers owe you" and "You owe suppliers" lines in your reports.

Debtors are visible to staff too, so they can see who owes; creditors are for the owner and branch managers.

Mistakes#

• A payment recorded wrongly can be voided (owner and branch manager), with a reason. The money goes back through its account.
• A payment taken at the till for a walk-in sale can't be voided on its own: void the sale.
• Refunds aren't made here. They come from a return, which is final. See Returns, voids and bad debts.