Workflow: Managing Debts

Overview

One of the core features of ShopkeeperProMvp (Bambu) is allowing shopkeepers to offer trust-based credit to recurring customers. This workflow outlines how to review a customer's debt and record a payment against it.

Prerequisites

  • The customer must have an existing profile and a non-zero debt balance.
  • Required permissions: Owner or Cashier.

Step-by-Step Instructions

  1. Navigate to Customers Click the Customers (or CRM) icon in the sidebar. This page defaults to sorting customers by who owes the most money. ![Customers List](../../assets/images/customers/debt-list.png)

  2. Select the Customer Click on the customer who is returning to make a payment.

  3. Review Debt History You will see an exact timeline of every purchase they made on credit. Confirm the outstanding balance with the customer.

  4. Record Payment Click the Record Payment button.

    • Enter the amount they are handing you (they do not have to pay the full debt; partial payments are supported).
    • Select the method (Cash, Mobile Money).
    • Add a note if necessary.

  5. Submit Click Confirm Payment.

Expected Outcome

  • A new DebtPayment record is created in the tenant database.
  • The Customer.debtBalance is updated and reduced by the payment amount.
  • The cash drawer expectation for the day is increased, ensuring your End of Day totals match the cash in hand.

Troubleshooting

  • Customer accidentally overpaid: The system will allow an overpayment, storing a negative debt balance (which functions as store credit for their next purchase). Note this to the customer.
  • Payment misrecorded: If a cashier typed $500 instead of $50, an Owner must go into the Audit Logs and manually adjust or delete the DebtPayment record.

Next steps

  • Completing a Sale: If the customer also wants to make a new purchase while they are here.