BusinessHub manual
Customers, credit and account payments
Manage customer records, credit sales, balances, payments, statements and overdue controls.
Create a customer
Record accurate customer contact information before credit or wholesale sales. Avoid duplicate records and collect only information required for business operations.
Configure credit controls
Owners configure whether credit is enabled, default limits, approval requirements, maximum days, overdue restrictions and partial payments. Credit sales require a customer.
Make a credit sale
Select the correct customer, confirm the due date and obtain approval when the amount exceeds the permitted limit. BusinessHub records the outstanding balance and ledger entry.
Receive a customer payment
Open the customer account, record the actual amount and payment method, then allocate it to outstanding sales. Reversals require permission and preserve the audit trail.
Read a statement
Filter the customer statement by period and review invoices, payments, credits and ageing. Resolve discrepancies from original records rather than directly changing totals.
Ready to put this into practice?
Open BusinessHub and follow the guide one step at a time.