Personal Account

This procedure is carried out when we want to grant credit to a customer for their personal account. It is important to note that the granting of credit is subject to certain conditions, such as the approval of a credit application by the business.

We can grant credit to a customer in two ways, from the iPad when creating our customer.

In Invu POS, click the + sign at the top to create a new customer.

• First Name.
• Last Name.
• Type of customer: Natural or Legal, ID for natural persons, RUC for legal entities.
• Email.
• Credit limit, which we set from this screen. 
• Once the customer is created with their credit limit, they are registered with a maximum assigned amount. 

From the Administrative Panel

• Go to Customer > Create Customer > Add the customer's personal details > Credit limit. 
• When generating the order, assign the name of the customer to whom you want to charge the debt. 
• Pay from the payment method, select Others, Personal Account, Complete, and it will deduct from their personal account balance. 
• The customer must not exceed their credit limit to allow the payment to be applied.
• Subsequently, from the admin panel, create a subcategory called Personal Account or Deposit, as preferred, and an item called Deposit within the same category (the item type must be Deposit). 
• The customer makes a payment to his personal account.
• An order is created, the credit item is placed, the customer's name is assigned to the order, then pay, the amount and method of payment are applied.  
• Executing this step will decrease the customer's debt and increase their available credit amount.