Credit & collection
Every credit bill, with the person responsible for collecting it
Credit sales are where a distributor’s money gets stuck. DFIE lists every open bill customer by customer, puts it in the app of whoever collects it, and records each visit and payment as it happens.
Customer first, then the bill
The outstanding list opens at the customer: how many bills, how old the oldest is, and the total due. Open a customer to see each bill with its invoice number and its bill date as two separate fields, and its age in days. Search by name or phone number, and the totals follow your filters.
One payment, several bills
A customer who pays ₹20,000 against three bills is recorded once. The payment is split across the bills they choose, and each bill keeps its own balance.
Recorded where the collection happens
- Delivery Executives and Sales Executives record visits and payments in their own phone apps
- Cash, UPI and cheque are supported, as set for each company
- Where a company requires it, the customer confirms the collection with an OTP, which is asked at the moment the visit is saved
- A promise to pay, no response or a refusal is recorded too, with the next follow-up date
Rules set per company
Each company decides whether credit is allowed, who collects it, which payment modes are accepted and when an OTP is needed. Setup screens list every setting, so Admin can see and edit them in one place.
Used by: Admin, Accounts, Delivery Executive, Sales Executive