Customer Credit & Debt
Replace the paper notebook with a clear record of customer balances. Flow helps your team sell on credit while keeping follow-up respectful and organized.
Customer Credit & Debt turns informal credit into a clear, respectful workflow for businesses that serve returning customers. Each account can hold the customer identity, purchases, payments, and remaining balance in one place, so the business does not have to rely on a fragile paper notebook or scattered messages. A clear record helps staff treat every customer consistently and gives owners a better understanding of how credit affects cash flow. It also makes everyday conversations easier because the balance and its history can be checked before making a new decision.
At checkout, staff can attach a sale to the right customer and keep the transaction moving without creating a separate manual note. Later, the team can review account history, understand payment behavior, and see exactly what is outstanding before extending more credit. Payments can be recorded against the existing balance so the account stays current over time. The result is a practical balance between trust and control: customers receive a familiar service, while the business protects its records and knows what needs follow-up.
A workflow that stays out of the way.
Create or find a customer account
Record a credit sale with the right terms
Track payments and remaining balances
Small details that make the work feel lighter.
- Searchable customer history
- Clear outstanding balances
- Simple payment follow-up