Retailers Guide

Manage Customers

Manage Customers through the PoS

In order to manage your customers through PoS in case of credit, follow the steps below:

  1. List all credit customers under your store
  2. Click on the customer’s name, on the left-hand side a deposit function will appear
  3. Click on deposit and enter the amount of money the customer has paid
  4. Once updated the credit used is reduced by a similar amount while the credit balance increases with a similar amount

Manage Customers through the Web

In order to manage your customers through the web in case of credit, follow the steps below:

  1. Go to the web portal www.retailpay.africa
  2. Click on retail outlet and select customers 
  3. Click on ‘+’ to add a new customer
  4. Fill in the customer’s details and give each customer a predefined credit limit and a repayment period
  5. Once created the customers details appear as below.
  6. Click on the 1st icon beside the customer name to view the customer’s transactions. It shows the running balance for all deposits and payments.