Documentation / Customers & Credit
CowoPOS Documentation

Customers & Credit

CowoPOS customer account and credit documentation covering balances, statements, account charges, payments, adjustments, credit limits and override approvals.

Customer Accounts

CowoPOS supports customer records that connect customers with their sales and account activity.

Balances & Statements

Customer balances can be maintained and statements can be produced so account activity can be reviewed in one place.

Account Charges & Payments

Eligible purchases can be charged to a customer account. Payments against customer balances are recorded as part of the accounts-receivable workflow.

Balance Adjustments

CowoPOS supports account adjustments when a customer balance requires an authorized correction or adjustment.

Credit Limits

Credit limits can be maintained for customers to help control the amount of credit extended through account sales.

Credit Override Workflow

When a cashier encounters a transaction that requires an override of the customer's credit limit, CowoPOS supports a cashier-to-administrator approval workflow rather than requiring the cashier to bypass the control independently.

Connected Accounts Receivable

Opening balances, qualifying account activity, payments and applicable return credits contribute to the customer's accounts-receivable position within CowoPOS.