Customers and credit

4 guides

• Add and manage customersKeep a list of the shops and people you sell to. Add a customer, change details, import many at once and see what each owes, on the web or the phone.
• See a customer's credit profileSee how well each customer pays, or how steadily each farmer supplies. Get a suggested credit limit with the reasons. You decide; nothing is blocked.
• Give a customer or farmer portal accessLet a customer, farmer or supplier sign in with a mobile number to see their own account. Switch access on or off, and send a statement on WhatsApp.
• What customers see in the portalThe page a customer, farmer or supplier uses to sign in with a mobile number and see their own account and statement. It works in a phone browser.