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How to manage the pay later and accounts with Kyte

Setting up the pay later resource in Kyte

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Activate the pay later resource in your account. On the Settings tab, tap General and at the bottom of the page, tap Allow customers to pay later.

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Even after it has been activated in the account, you will have to allow your staff access to the resource. Activate the permission in the Users menu. Just select the user and on the Permissions tab and tap on Allow Pay Later.

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⚠ For the changes to appear on the person’s app, it is necessary for them to log out and back into the account. ⚠

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Customers must also have this option enabled on their accounts. To do this, go to the Customers menu, select the person in question and at the end of the page click on Allow customer to pay later.

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If you are placing an order and have not yet activated this option for the customer, don't worry. It is possible to enable it directly in the cart before completing the sale.

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Using the pay later feature

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Sales made using pay later will be completed immediately so you can provide the customers with a proof of purchase, just like any other payment method selected in the cart. The management of debits and payments will be done in each customer's profile in the app's Customers menu.

At the bottom of the screen, there will be a summary of the total amount owed and received. If you want to see only those who have debts to pay, just click on Receivables at the top of the list of names. All changes ​​are updated in real time, as long as your device is connected to the internet. It is worth noting that the amount seen is the total owed as it is not organized by transaction in the customers profiles.

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To settle what is owed, select the customer in question and on the Account tab, click Pay Balance.

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If you need to make a correction, use the Balance Update option and take advantage of the notes field to help with your internal control. With this function, it is possible to add promo codes or cashback credits for your loyalty programs. 😎

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How to manage sales made using pay later in Kyte?

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In the Customers menu, select the person you want and go to the Account tab. In Account Activity you will have access to the history of purchases made using pay later, payments received, credits added and used by that customer.

Click on the share icon at the top of the screen to view the transactions report. The 10 most recent updates can be shared by WhatsApp and/or printed. However, for your customer to view the full report, it is necessary to send it by email.

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All users registered in your Kyte account and who are allowed to use the pay later resource will be able to access this data. Use the filter to check sales managed by each staff member and have greater control of your team's results.

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Using the store credit option

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If you work with installment plans, gift cards or want to offer credits to your customers, take advantage of the Add Credit option.

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Once the customer has credits available for use on the account, they will appear in the cart. Select the Store Credit option, register the payment and complete the sale at no immediate cost. For customers with a positive balance on the account, the pay later option will not appear in the cart.

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The account balance, whether positive or negative, will appear on the sales receipt so that your customers can have greater control over their accounts. Take advantage of the order notes field to register payment dates or installments details.

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Managing payments

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To manage your cash register and maintain greater control of debits and credits balance, use the Payment Method option in the Analytics menu.

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Tap on each payment method to have a more detailed description of the amounts, as well as for what purpose they were used.

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Now that you know how to better manage your pay later transactions in Kyte be sure to check out our customized spreadsheet, in case you need more complete cash control.

Sales
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