How to Enable Credit Sales in POS
A Credit Sale occurs when a customer purchases items but does not pay for them immediately (the balance remains unpaid at checkout). By default, your POS system may prevent you from saving an order if no payment is entered. This guide explains how to enable the Credit Sale feature so you can successfully process and save unpaid orders.
Understanding the "Credit Sale Disabled" Error
If this feature is turned off, the system requires a payment amount before closing a transaction. If a cashier tries to finalize an order with a $0.00 payment, an AiPSoft Bt Alert pop-up will appear stating "Credit Sale Disabled," and the order will not be saved.
*[Image: Payment screen showing the AiPSoft Bt Alert pop-up that says 'Credit Sale Disabled']*
How to Enable the Feature
- Open POS Settings: From your main POS screen, click the Settings icon (the gear symbol) to open the configuration menu.
*[Image: Main POS screen highlighting the Settings gear icon]* - Navigate to Global Settings: In the "POS Local Settings" window, ensure you are viewing the Global Settings tab.
- Locate the Credit Sale Setting: Look towards the top right area of the settings list for the option labeled Enable Credit Sale.
- Turn on the Feature: Click the toggle switch next to "Enable Credit Sale." The switch will turn green to indicate it is active.
*[Image: Global settings menu showing the 'Enable Credit Sale' toggle switch turned on and highlighted in green]* - Save Changes: Click the Save Settings button in the bottom right corner. You will be returned to the main POS transaction screen.
How to Process a Credit Sale
Once the setting is enabled, you can successfully save orders without collecting payment:
- Add Items to the Cart: Select the customer and add the desired products to the cart by using the Product Name field and clicking Add +.
- Proceed to Payment: Click the Save button to open the final payment details window.
- Leave Payment Empty: Do not enter any cash or card amounts. Leave the payment field as 0.00. You will notice the full invoice amount remains as the "Balance."
*[Image: Payment window showing the total amount due, but with 0.00 in the payment fields and the full amount listed as the Balance]* - Finalize the Order: Click Save & Print (or Save). Because Credit Sales are now enabled, the system will successfully process and save the order under the customer's account without requiring immediate payment.
When to use this feature?
Enabling Credit Sales is essential for businesses that offer "buy now, pay later" options, manage wholesale B2B accounts, or keep running tabs for trusted customers. It ensures your cashiers are not blocked from ringing up sales when an immediate transaction isn't taking place.
