Credit sales and invoicing at the till

In a credit sale (kredittsalg) the customer takes the goods now and pays later against an invoice. The till registers the sale and prints a delivery receipt (utleveringskvittering). The invoice itself is created and sent by the shop's accounting system.

Before you start

• Credit sales must be switched on for the shop. This is done by Cmerce by agreement.
• An accounting system must be connected with invoicing enabled, and credit sales at the till must be switched on under «Innstillinger» → «Salg og betaling» → «Kreditt og faktura» (Settings → Sales and payment → Credit and invoicing). See Invoicing and credit sales.
• The customer must be registered and approved for credit. «Kontantkunde» (the walk-in customer) can never buy on invoice.
• If any of this is missing, «Faktura» (Invoice) is not shown as a payment method. Invoice is also not available in training mode.

How to do it

1. Attach the customer to the sale. See Customer on the sale and «Kontantkunde».
2. Register the items.
3. Tap «Betal» (Pay) and choose «Faktura».
4. Read the «Faktura (kredittsalg)» information. Before you complete, the till shows «Kunde» (Customer), «Utestående» (Outstanding), «Kredittgrense» (Credit limit) and «Tilgjengelig» (Available).
5. Tap «Fullfør kredittsalg» (Complete credit sale).

The delivery receipt is printed, and the invoice is created in the accounting system and sent to the customer.

When the till says no

The till checks the customer before the sale is registered. Typical messages:

• «Kontantkunde kan ikke kjøpe på faktura. Velg eller opprett en registrert kunde.» (The walk-in customer cannot buy on invoice. Choose or create a registered customer.)
• «Kunden er ikke godkjent for kreditt. Godkjenn kunden under Kunder → Kreditt.» (The customer is not approved for credit.)
• «Kunden er sperret for kreditt.» (The customer is blocked from credit.)
• «Kunden mangler organisasjonsnummer, som kreves for fakturasalg.» (The customer has no organisation number, which is required for invoice sales.)
• «Kunden har … forfalt(e) faktura(er). Kreditt er sperret til de er betalt.» (The customer has … overdue invoice(s). Credit is blocked until they are paid.)
• «Kredittgrensen er overskredet. Utestående …, grense …, tilgjengelig ….» (The credit limit is exceeded.)

Overriding the credit limit

If the refusal is about the credit limit or overdue invoices, and you have the permission «Overstyre kredittgrense i kassen» (Override credit limit at the till), the button «Selg likevel (overstyr kredittgrense)» (Sell anyway – override credit limit) is shown. When you tap it, the till says «Kredittgrensen overstyres for dette salget. Overstyringen loggføres.» (The credit limit is overridden for this sale. The override is logged.) Then complete the sale as usual.

A blocked customer or a missing organisation number cannot be overridden.

Good to know

• A delivery receipt, not a sales receipt. The receipt is clearly marked «Utleveringskvittering – IKKJE KVITTERING FOR KJØP» (Delivery receipt – NOT A RECEIPT FOR PURCHASE), has its own number in a separate number series, and shows that the goods are invoiced and not paid. It has no payment line.
• The invoice is not paid at the till. The customer pays to the account number on the invoice, and the payment is recorded in the accounting system. The till does not accept payment for invoices.
• If the accounting system does not respond, the sale still stands. The invoice is queued and retried automatically. You can see the status under «Salg» → «Fakturaer» (Sales → Invoices).
• Returning a credit sale pays nothing out at the till. The customer gets a return receipt, and the accounting system gets a credit note.
• Invoice cannot be combined with other payment methods in the same sale.
• On the X- and Z-reports credit sales are kept out of the cash-sale figures and shown on separate lines: credit sales, delivery receipts and returns of credit sales – also when the figures are zero.
• The Android till app has the same flow. Without a customer on the sale it shows «Fakturasalg krever en registrert kunde. Velg eller opprett kunde først.» (Invoice sales require a registered customer.)

Frequently asked questions

The customer wants to pay the invoice in the shop. What do I do?

That cannot be done at the till. Ask the customer to pay to the account number on the invoice, or contact whoever keeps the accounts.

Where do I approve a customer for credit?

In the back office: open the customer and tap the «Kreditt» (Credit) button at the top of the page. Which customers can buy on invoice is controlled by the credit mode under «Kreditt og faktura». See Invoicing and credit sales.