How to Manage Customer Ledger in GPOS

This tutorial will guide you through the step-by-step process of viewing and managing a customer ledger in GPOS.

🛠️ Why You Need to Use the Customer Ledger

• To track all transactions of a specific customer

• To check outstanding balances and payments

• To maintain accurate credit records

• To review purchase history for better customer service

📋 Steps to View and Manage a Customer Ledger in GPOS

✅ Step 1: Go to the Customers Section

1. Log in to your GPOS dashboard.

2. From the side menu, navigate to the “Contacts” module.

3. From the side menu, navigate to the “Customers”.

✅ Step 2: Search and Select the Customer

1. Use the search bar to find the customer by name, phone number, or customer ID.

2. Select the desired customer from the list.

✅ Step 3: Open the Customer Ledger

1. Inside the customer’s profile, click on the “Ledger” tab.

2. The ledger will display a detailed list of all transactions for that customer.

✅ Step 4: Review Transactions

• Sales Invoices – Shows all sales made to the customer.

• Payments Received – Records of all payments collected.

• Outstanding Balance – The Amount the customer still owes.

• Credit Notes – Any returns or adjustments applied.

✅ Step 5: Filter and Export Data (Optional)

1. Use date filters to view transactions for a specific period.

2. Export the ledger to PDF or Excel for reporting purposes.

🔐 Important Notes

• Only authorized users can view or edit customer ledgers.

• Ledger data is updated in real-time whenever sales or payments are recorded.

• All changes are logged for security and auditing.

🎯 Tips

• Review customer ledgers regularly to ensure timely payment follow-up.

• Use ledger data to offer loyalty rewards to frequent customers.

• Keep customer contact information updated for better communication.

By following these steps, you can easily manage customer accounts, track balances, and maintain accurate financial records in GPOS.