Know Your Customers.
Stay in Control.

Save customer information such as:

• Name
• Phone
• Email
• Address
• Credit Limit
• Tags
• Store information where applicable

Customer profiles provide one organized place for the business to manage customer information and financial history.

See outstanding customer balances at a glance.

Customers who owe money are clearly identified and prioritized so the business can quickly understand who owes money and how much remains outstanding.

The Customers screen provides a Total Outstanding view together with individual customer balances.

Create credit sales directly from the POS and connect them to the appropriate customer.

Credit checkout requires customer identification and can also support partial payment.

A customer can pay part of the transaction immediately while the remaining amount becomes customer credit.

Collect full or partial payments directly from the customer profile.

Quick payment controls can help enter:

• Full
• Half
• Quarter

Supported collection methods include:

• Cash
• Card
• Bank

Cash collections update the Cash Drawer.

Card and Bank collections update the Management Account.

The customer's outstanding balance is reduced after the payment is recorded.

Return items from the customer's original credit transaction while keeping the return connected to the customer's financial history.

Returns can be started from the customer profile, Transaction History or Invoice Details where applicable.

Select the products and quantities being returned and confirm the operation.

POS Prodigy prevents returning a quantity greater than what was originally sold.

The customer's credit balance is adjusted accordingly.

Keep the customer's credit activity organized in one history.

Use:

• All
• Open
• Partial
• Closed

to understand the state of the customer's transactions.

Purchase activity, payments and supported returns remain connected to the customer instead of being scattered across separate records.

Customer information is also available through POS Prodigy's AI intelligence layer.

Authorized users can ask AI Hub natural-language questions about supported customer and receivable information.

Examples include questions such as:

• “Who owes me money?”
• “How much do my customers owe me?”
• “What is this customer’s balance?”
• “Who are my top customers?”

AI Hub uses the business's real POS Prodigy data and remains permission-aware.

Supported POS Prodigy data can also be accessed through connected ChatGPT and Claude experiences.

These external AI connections use the same permission-aware and tenant-isolated data boundary.

ChatGPT and Claude access is READ-ONLY.

They can help authorized users retrieve and analyze supported business/customer information, but they cannot:

• Collect a customer payment
• Change a customer balance
• Create or modify a financial transaction
• Delete customer debt
• Modify POS financial data

Customer credit is part of POS Prodigy's offline-first core.

Core credit-ledger activity can continue against the local device stores even when internet connectivity is interrupted.

Cloud connectivity provides backup, reporting and visibility without turning the cloud into a system that blindly overwrites the local financial source of truth.

Supported cloud backups can include:

• Customers
• Credit Sales
• Credit Payments
• Customer Balances

During supported recovery, missing records can be restored without blindly replacing existing records.

Customer balances are recalculated from the restored financial records rather than simply copying an arbitrary balance number.

“Your customer balance is backed by the transactions behind it.”

Customer and credit management are permission-aware.

Sensitive customer-credit actions are intended for authorized management users.

Cashiers do not automatically have access to customer financial management. Access follows the permissions configured by the business.