Pay Later
Overview
The Pay Later module is used to manage sales transactions where customers have been allowed to pay at a later time. Pay Later records are automatically created when the Pay Later payment option is used during a POS or sales transaction.
The module provides an overview of outstanding and settled Pay Later transactions and allows users to track payment status at both transaction and customer levels.
There is no Create New option in this module, as Pay Later records are generated automatically from sales transactions.
Interface Overview
The Pay Later interface provides search, filtering, summary information, and two views for managing Pay Later records.
The main controls and information available include:
Search – Search Pay Later records using the customer name.
Filter – Filter records using customer, branch, settlement status, and transaction date criteria.
Recent – Displays individual Pay Later transactions.
Customer – Groups Pay Later information by customer.
Summary Information – Displays totals related to Pay Later transactions.
Refresh – Reloads the latest Pay Later information.
Recent View
The Recent tab displays individual Pay Later transactions.
The transaction list includes the following information:
Field | Description |
|---|---|
Customer | Customer associated with the Pay Later transaction. |
Txn Id | Unique transaction ID assigned to the Pay Later transaction. |
Bill No. | Bill number associated with the transaction. |
Paid | Amount already paid against the transaction. |
Outstanding | Remaining amount to be paid. |
Status | Current settlement status of the transaction, such as Settled or Pending. |
Branch | Branch associated with the transaction. |
Latest Billed Date | Date and time when the associated bill was created. |
Summary Information
The Recent view displays summary values at the top of the page:
Total Tickets – Total number of Pay Later transactions.
Pending Tickets – Number of transactions that still have an outstanding amount.
Outstanding – Total outstanding amount across pending Pay Later transactions.
Customer View
The Customer tab provides a customer-wise summary of Pay Later transactions.
Instead of displaying each transaction separately, the information is grouped by customer.
The customer list displays the following information:
Field | Description |
|---|---|
Customer | Customer associated with the Pay Later records. |
Paid | Total amount paid by the customer against Pay Later transactions. |
Outstanding | Total amount currently outstanding for the customer. |
Paid Tickets | Number of settled transactions compared with the total number of Pay Later transactions. The pending count is also shown where applicable. |
Status | Overall settlement status for the customer's Pay Later records. |
Latest Txn | Date and time of the customer's most recent Pay Later transaction. |
Latest Billed Date | Date and time of the customer's most recent bill. |
Customer View Summary
The Customer view also displays summary information at the top:
Total Tickets – Total number of Pay Later transactions.
Pending Tickets – Number of Pay Later transactions that are currently pending.
Outstanding – Total outstanding amount across customers.
Search & Filter Functionalities
The Search field can be used to locate Pay Later records by customer name.
The Filter option allows records to be narrowed down using the following criteria:
Customer – Filter Pay Later records for a specific customer.
Branch – Filter records based on the associated branch.
Settlement Status – Filter by Settled or Pending status.
Transaction After – Show transactions created after a specified date.
Transaction Before – Show transactions created before a specified date.
These filters can be combined to locate specific Pay Later transactions or customer records.
Production Notes
Pay Later records are created automatically through POS or Sales when the Pay Later payment option is used.
The module does not provide a Create New option.
The Recent tab displays individual Pay Later transactions.
The Customer tab provides a customer-wise summary of Pay Later activity.
Transactions can be searched by customer name.
Filters are available for customer, branch, settlement status, and transaction date range.
Settlement status can be Settled or Pending.
The Outstanding amount represents the amount remaining to be paid.
The module provides summary counts and outstanding amounts for quick monitoring of Pay Later activity.