Record and track debts

Watch outstanding balances, log partial payments, and chase overdue invoices.

Wholesale customers often pay on terms. This guide shows you how Boombiz tracks the money you're still owed so nothing slips through.

1. Open the credit & debts page

   In the sidebar, go to Wholesale → Credit & debts. The page shows your total outstanding debt, the amount that's overdue, and collections in the last 30 days.

2. Review customers with balances

   Scroll to the Customers with balances table. For each customer you see their type (Retail / Wholesale / VIP), amount owed, credit limit, percentage used, and payment terms — so you can spot anyone over their limit at a glance.

3. Open an overdue invoice

   Under Open invoices, sort by Due date to see which orders are overdue first. Click any row to open the order's full details.

4. Record a partial payment

   On the order, click Record payment. Enter the amount paid, the payment date and method (cash, bank transfer, cheque). Boombiz subtracts it from the balance and re-tags the order as Partial or Paid.

5. Follow up with the customer

   Use the customer's contact info from the row to send a reminder. The credit summary updates immediately, so you always know who still owes you and how much.

Open the feature:

• /dashboard/wholesale/credit