Payment & Credit Management Software South Africa

Instant EFT, PayShap, card and cash. The rep picks the mode, keys in the transaction reference, and posts the rand amount against that outlet's open invoices.

Every outlet carries a rand limit in the Customers master. Once exposure crosses that limit the configured rule fires: block all orders, allow the first order only, or send the order for approval. Exceptions route up to seven levels through Workflow Automation.

Yes. Invoices, receipts and credit notes carry structured VAT lines, so finance can export clean records for SARS filing and for the shift to e-invoicing without re-keying figures.

A part-payment can be spread across several invoices. The rep either lets the platform allocate it automatically or maps it line by line. Whatever stays unmatched sits in an unallocated tray until finance adjusts it or carries it to the next open invoice.

From the Returns module: secondary returns, primary returns and damage or expiry claims raised by wholesalers and national chains. Each note ties back to the original rand invoice and reduces outstanding, tagged with its status and its source.

Instant EFTs, card settlements and cleared cheques are matched to posted receipts. The Order-to-Cash and Overdue Ageing reports flag any gap, and the Credit Override audit log keeps a record of every manual change.

Cards for Total Invoices, Outstanding, Collected and Overdue in rand, plus a table listing Invoice, Customer, Order, Date, Status, Payment, Amount and Outstanding. View Full Detail opens Print, Download PDF or Cancel Invoice.

Yes. The Android and iOS app takes the EFT, PayShap or card reference and allocates it to open invoices there and then. It carries on where mobile coverage is weak or absent, on a rural route or in a township pocket, and syncs as soon as the rep is back online.