✨What you can do
See who owes you and how old each bill is, take payments against bills, send statements and WhatsApp reminders, set credit limits and let customers pay online with a link.
Overdue by age0–30, 31–60, 61–90 and 90+ days.
Apply paymentsOne payment can clear several bills; extra stays as advance.
Customer portalA private link where the customer sees their bills and pays.
Credit limitWarns before selling to someone over their limit.
Your daily routine in 5 steps
- Sell on creditinvoice
- RemindWhatsApp
- Receive paymentapply to bills
- Statementprint / share
🧭Where to click
Business Console
Overview
Sales
Purchases
Finance
People
Business
Settings
People
Customers
Money to collect
Team
Staff & HR
Find your section
These tools are in the People group of the left menu, the same for every business type.
The common groups (Sales, Purchases, Finance, People, Business, Settings) are the same for every business and are explained in Getting started.
🚀Day-1 setup
Do these once, in this order, before your first day of work.
Switch on online payment (optional)
- Finance → Online payments — connect your payment gateway so invoices get a Pay now button.
🛠️Everyday tasks
Click a heading to open or close it. Steps are numbered in the order you press.
Check your day on the Today page
- Open ☀ Today in the menu (made for the phone): today's numbers and work, Money to collect — every invoice past its due date with how many days late and a 💬 button that opens WhatsApp with a polite reminder already written — and documents running out in 30 days.
- The overview also shows Suggestions for today: late invoices, customers who haven't bought in 2 months and products running low — each opens the page that handles it.
See an invoice or customer without leaving the list
- In Invoices or Customers click a row: the details open on the right (from the bottom on a phone) — items, total, paid and balance, or a customer's balance and last invoices.
- Act from there: Open / print, Receive, Share, WhatsApp or Statement & payments. Esc or ✕ closes it; Ctrl-click still opens the full page.
Receive a payment
- People → Money to collect → the customer → Receive payment. Enter the amount; it is applied to the oldest bills first. Save payment.
Send a reminder
- On the customer press Send reminder — a polite WhatsApp message with the amount due and pay link.
Print a statement
- Open the customer → Statement → Print statement, or Copy customer portal link.
Set a credit limit
- Customer → Credit settings: Credit limit (0 = no limit) and Days to pay.
⚙️What the system does for you
- Overdue bills appear in Reminders every morning.
- Online payments mark the invoice paid by themselves.
📈Reports & numbers
| Report / number | What it tells you |
|---|---|
| Customers owe you | Total and by customer |
| Received this month | Money collected |
| Follow-ups due | Promises to chase |
Also open Analytics for sales, expenses and profit charts.
🏷️Status guide
| Status | Meaning |
|---|---|
| Not yet due | |
| Overdue | Past the due date |
| In credit | Customer paid in advance |
❓Common questions
Can a customer pay part of a bill?
Yes. The rest stays open.
Stuck? We are one message away.
Send us a screenshot on WhatsApp +974 3398 2304 and tell us what you were trying to do.