01 A new customer
Customers are shared with the rest of Octyn; the credit account sits on top.
- Add the customer with their details and choose Save.
02 The credit account
Limit, terms and deposit decide how far the customer can run.
- Go to Credit → Accounts and open a credit account for the customer.Only customers without an account are offered.
- Set the credit limit, payment terms and any deposit, and choose Save the account.The account is active from today.
03 Vehicles
Slips are written against a vehicle, so fuel can be traced to a truck.
- Open the account's Vehicles and choose Add vehicle.
- Enter the number, type and usual driver, and add it.It can now be picked on a slip.
04 Slips at the counter
Fuel given on credit is written on a slip during a shift.
- During the shift, write a slip for each credit fill: vehicle, product and litres.The slip lowers the cash the attendant owes at cash-up.
05 Taking a payment
A receipt settles the oldest slips first, or the ones you pick.
- Open Receipts, pick the customer to see what is outstanding, and choose Record receipt.
- Enter the amount, the method and the bank account the money went to.
- Choose Oldest first (or pick the slips it pays) and Record.Anything over becomes an advance. The balance drops at once.
06 The statement
What the customer receives: opening, slips, payments, closing.
- Open Statements, pick the customer and period, and choose how the statement rounds — each line, the total, or neither.
- Choose Generate PDF, then download it or share the link.
07 Who owes what, and for how long
Aging, consumption and the follow-up list.
- Aging shows balances by how overdue they are — the older buckets are the ones to chase.
- Vehicle use shows litres and value per customer and vehicle.
- Collections is the chase list, with notes and follow-up dates for every call.
Done. Account, vehicles, slips, receipts, statement and aging. Open it in Octyn.