Selling Ready
Pay later: tabs for regulars and businesses, with credit limits
Pay later in beevity is a bill that belongs to a named customer and stays open until they pay. beevity checks the customer’s credit limit before the bill is saved, holds the staff commission until the bill is paid in full, and lists open amounts by age.
Why does pay later need a customer?
A bill without a name tends to be a bill nobody pays. In beevity a pay-later bill always belongs to a customer record with a name and, as needed, a phone number, company name, tax ID, billing address and credit limit. The customer’s outstanding balance is always on that record, so the cashier sees it before adding more.
How does the credit limit work?
When a cashier puts a bill on pay later, the server adds it to what the customer already owes and compares the sum with the limit.
| Situation | Result |
|---|---|
| Within the limit | Saved |
| Over the limit, within the tolerance (10% by default) | Saved |
| Further over | Refused: a manager override is needed |
| Override by a role with the permission | Saved and logged as a credit-limit override |
A limit of 0 means no limit is set for that customer.
How are pay-later bills settled?
When the customer comes back, the cashier opens their bills and takes the payment: all at once or in parts, by cash, PromptPay QR, card or transfer, or a mix. Several bills can be paid in one go. When a bill is paid in full, its sales are completed with the real payment method, the commission is released, and the customer’s balance goes down.
How do I keep an eye on open amounts?
The aging report groups open pay-later bills by age, from the first week to more than 90 days. Read it at the start of the month, while the amounts are still fresh enough to collect.
Questions about Pay later
Can a cashier give pay later to anyone?
Only to a named customer, and only within that customer’s credit limit plus the location’s tolerance. Going further needs a role with the override permission, and the override is written to the audit log.
What happens to commission on a pay-later bill?
It is held. Part payments keep it held. When the bill is paid in full, the commission is released to the staff named on the lines.
How do I see who owes money?
Each customer record shows the outstanding balance. The aging report lists every open pay-later bill by how long it has been open: up to 7 days, 8 to 30, 31 to 60, 61 to 90 and over 90.
Can a company customer’s name appear on the bill?
The customer record holds the company name, tax ID and billing address, and the till prints a full tax invoice with these details. Sending it electronically as an e-Tax invoice is on the roadmap.