How to Manage Credit Sales with Ease
Set limits, track dues and follow up on time — without awkward conversations.
By Ashutosh Dubey1 min read
1. Set Terms Before the First Bill
Agree two things with every credit customer: how much they can owe at most (the credit limit) and how many days they have to pay each bill. Write them down. It is far easier to hold to terms agreed at the start than to invent them when dues have grown.
2. Keep the Khata Right Every Day
Every invoice adds to what a customer owes; every payment and credit note takes it down. Record payments the day they come in, and clear the oldest bills first — then you always know which bills are overdue and by how many days.
3. Follow Up on a Fixed Day
Pick a day each week to go through dues, oldest first. Send each customer a statement and a short, polite reminder with the amount and a UPI link. Regular, friendly reminders work better than an angry call once a month.
4. Hold Orders Past the Limit
When a customer's order would take them past their limit, pause it and talk to them before you deliver. A good customer will usually pay something to release it.
Grow your distribution business with Billzova Trade
- Orders from your office and salesmen
- Stock with low-stock alerts
- GST invoices and credit notes
- Khata, dues and payment reminders
- Works on phone, desktop and tablet
Conclusion
Credit is how most supply businesses grow — and how many lose money. Clear terms, a khata kept right every day and a weekly habit of following up keep it on your side.