Credit is given at the booking counter and chased from the accounts desk, usually by two people who do not talk until it is late. In Logi Bundals the customer's limit is checked at the moment of booking, and every due is listed by age.
Screens on this page show the demo company, Sahyadri Express Couriers, Pune.
A credit limit is one number on the customer. Everything else follows from the invoices.
Each customer has a type (walk-in, business account or partner) and a credit limit in rupees. 0 means no limit. The list shows shipments, the amount due and an "Over" mark beside a limit that has been crossed.
When a booking is made, the portal adds the customer's unpaid invoices to the new price. If that is above the limit, the booking is refused, and the message names the customer, the amount due and the limit.
The invoice is made with the booking. For a business account it is due 15 days later. For a walk-in it is due the same day. Staff mark it paid with the mode: UPI, cash, bank or card.
One row per customer, split into 0 to 30 days, 31 to 60, and 60+ past the due date. Customers with the most in 60+ come first. A customer over the limit shows "Credit block".
The "Remind" button writes the message: the customer's name, the rupees due and the number of invoices. It opens WhatsApp on your own number with that text ready. A person reads it and presses send.
The portal marks the customer's unpaid invoices as reminded, and the row shows how long ago. If the customer has no phone number, the text is shown on screen to copy.
Home lists customers with dues over 60 days as a job that is waiting, with the amount.
The portal records that a reminder was opened. It cannot know whether the message left your phone.
"Hello Shree Sai Textiles, a reminder that ₹69,532 is due on 2 invoice(s). Please pay at your earliest. Thank you."
"Kothrud Handicrafts is over their credit limit (₹16,663 due of ₹50,000). Collect payment first."
It keeps the limit and the list. The collecting is still done by your people.
Today the limit is typed when the customer is added, and the customer screens have no edit form. For a partner linked on Network, the limit is set in the Network app.
No. The limit is checked when a shipment is booked. Pickups and tracking go on as usual.
A walk-in's invoice is due on the booking day, so it shows in Collections from the next day if it is not marked paid.
Yes. The customer page shows shipments, invoices, revenue and the amount due, with the limit and a mark when bookings are blocked.
Not yet. The portal is being prepared for launch. The sign-up page and the demo page always show whether they are open.
Prices are coming soon. Unlimited usage, no per user charge, no per client charge, no setup fee. See the pricing page.
Dues begin with an invoice. These pages cover the steps before and after.
Unlimited usage. Prices are coming soon. No setup fee.