DukaSmart editorial team ·
Agree the terms before recording
Confirm the items, total, expected payment date, and any agreed conditions with the customer. Do not rely on memory or an unspoken assumption about when payment is due.
Record the transaction immediately
Mark the sale as credit and record only the customer details needed to identify the transaction. Give the customer a clear receipt or written confirmation through your usual process.
Review balances on a routine
Choose a regular time to review outstanding credit and contact customers politely using the terms you agreed. Update your records when payment is received and retain the transaction history according to your business needs.
Protect personal details
Limit access to customer information, avoid sharing debt lists publicly, and collect only details that serve a clear business purpose. Follow applicable privacy and consumer rules.
Use a sales record that distinguishes credit
DukaSmart lets the team mark a sale as paid or credit and optionally store a name and phone number. Owner reports summarize outstanding credit; collection and reminders are still handled by the shop.
Questions readers ask
Does the app message customers about overdue credit?
No. DukaSmart records credit sales and summaries but does not send automatic reminders or collect payments.
Should I record every customer's phone number?
Only collect details you need, explain how they will be used, and protect access to them.