Store Credit / Wallet Balance (Sales Return Adjustment)

Currently, when a sales return is created, the system shows the return amount as due, which means we must immediately pay the customer by selecting a payment method.

However, in real-world business scenarios, returns usually work differently:

Most customers prefer to exchange the returned item with another product.

In many cases, the return value is kept as store credit instead of instant cash/bank refunds.

Proposed Enhancement: Store Credit / Wallet Balance

Please add a Store Credit / Wallet Balance option at the customer level.

A. Sales Return Adjustment Options

When processing a sales return, the system should allow the user to select how the return value will be adjusted, for example:

1. Refund to Customer (existing option – cash/bank/etc.)

2. Add to Store Credit / Wallet Balance (new option)

B. Customer Wallet / Store Credit

Each customer profile should have a Store Credit / Wallet Balance

When a return is adjusted to wallet:

The return amount should be credited to the customer’s wallet.

The wallet balance should be visible in:

Customer profile

Customer ledger.

C. Using Wallet Balance in Sales

During POS or Sale invoice creation, the user should be able to:

Select Wallet / Store Credit as a payment method.

Partially or fully adjust the invoice amount using wallet balance.

If wallet balance is insufficient:

Remaining amount can be paid using other payment methods

Benefits:

Matches real-world retail and B2B B2C return workflows.

Reduces immediate cash outflow.

Improves customer retention by encouraging repeat purchases.

Provides better tracking of return adjustments and customer credits.

Requesting adds these soon. Mark my word, this app gonna be the number #1 in codecanyon.

I will be sharing many more real world needs which will cover almost every business.

Dear Team,

We request you to urgently include the following features in the next release. These are must-have options for all types of businesses, especially retail, wholesale, distribution, and B2B operations.

1. Credit Limit (Customer-wise)

Please add an option to define a credit limit for each customer profile.

Details:

The credit limit should apply only to due (credit) sales, not cash sales.

Example: If a customer’s credit limit is set to 15,000, they should be able to purchase on due up to that amount.

Once the due amount reaches the credit limit:

The system should show an alert such as “Credit limit exceeded”

Further due sales should be blocked or require authorization

This will help businesses control outstanding dues and reduce credit risk.

2. Due Customers Report

Please add a dedicated report for due customers only.

Details:

The report should show:

Customer name

Total due amount

Last invoice date

Due days (if applicable)

This will help businesses easily track:

Which customers have outstanding dues

How much money is pending for recovery

3. Opening Balance (Customer Previous Dues)

Please add an option to set an Opening Balance while creating or editing a customer.

Details:

This is required when a business migrates from another system.

Example: If a customer already has previous dues, the user should be able to enter that amount as an opening balance.

The opening balance should:

Reflect in the customer ledger

Be included in total due calculations

This ensures accurate accounting from day one.

4. Advance Balance / Security Deposit

Please add an option to manage Advance Balance (Security Deposit) for customers.

Details:

Businesses such as distributors and B2B sellers often collect advance payments or security deposits.

The system should allow:

Adding advance balance with:

Payment method

Date

Remarks

While creating a Sale or POS invoice, the user should be able to:

Select Advance Balance as a payment option

Adjust the invoice amount against the available advance

The advance balance should be visible in the customer profile and ledger.

These features are critical for better credit control, accounting accuracy, and customer balance management. We strongly recommend prioritizing them in the upcoming release.

Dashboard KPI Summary & Date Filter Enhancement Request

Hello Support Team,

Sales Return, and Purchase Return KPI summary cards are displayed, which is very useful.

However, for better reporting and a complete business overview, we would like the following improvements on the dashboard:

1) Date Range Filters for Dashboard KPI Cards Please add date range filters such as:

Last 7 days

Last 30 days

Last 60 days

All Time

can be viewed directly on the dashboard without navigating to other pages.

2) Additional KPI Summary Cards In addition to the existing cards, the dashboard should also display:

Total Sales

Total Purchases

Total Expenses

This will help us quickly understand overall performance from a single screen.

There is no prevention of duplicate IMEI entries. If I try to add the same IMEI number, it automatically takes.

1. Currency Symbol Issue On sales invoices, the currency symbol (e.g. £, $, €) is not showing with amounts. Please update the invoice/receipt template so that the currency symbol appears with all monetary values (subtotal, tax, total, paid amount, balance). example: PRODUCT COST QTY DISC TAX TOTAL A £5.2 2 0 £1.20 £11.6 B £3.0 1 0 £0.25 £3.25

2. Total Quantity on Purchase Invoice On purchase invoices, the system does not show Total Quantity (sum of all item quantities). Please add a Total Qty field in the purchase invoice summary which calculates and displays the total number of units purchased. example: PRODUCT COST QTY DISC TAX TOTAL A £5.2 2 pcs 0 £1.20 £11.6 B £3.0 1 pcs 0 £0.25 £3.25 Order Tax: GBP £0.00 Discount: – GBP £0.00 Shipping: GBP £0.00 TOTAL: GBP £11.31 Paid Amount: GBP £0.00 Amount Due: GBP £11.31

Total 3 Pcs                        Subtotal: GBP £11.31

Another week started. when is the update guys? Even demo link not working.

Can I track product expiry dates?

Will they be installing a restaurant module?

Can you please confirm what else will be added in next week update?

On the All Products table, I want to be able to filter all my products by warehouse, just like in the All Sales table. Currently, the All Products table does not have a warehouse filter.

Is offline sync coming in?

Hello, Where can I set the minimum sellable quantity? I want to be able to sell 0.5 or even 0.3 units of a product. This was possible in the previous version.

I get this error when I try to sell 0.5 or 0.02 of a product: “Alert Minimum Quantity”

Hi, Can we add a specific permission to enable or disable loyalty points in the system?

Hi,

You are supposed to release a new update within 10 days. It’s 18 days now. When we can expect the update & what’s coming in? Please shared details.

hi After almost two years i am back asking if you finish with the SAAS version or not ?

In the POS system, with the current version, each time a product is added, the display field only shows the unit price of the product, but when the quantity is increased, the amount due should also be displayed next to it. Therefore, in the field for the added product, we should see not only the product price but also the amount due based on the quantity added.

Are you planning to add sync with shopify?

Buenas tardes, consulta sobre esta ultima version. El inicio me sale siempre en ingles “Welcome back!” esa bienvenida se puede editar como para colocar una imagen o algo mas presentable para el negocio ??

Hello, pleas put back the possibility to select warehouse and date in the dashboard those are important features, it gives insight information without having to go through the dashboard, there also was expenses Cards in the dashboard on your early releases please put them back.

new feature and design does not have to override important core features !

Supplier Report Cards UI is broken. Please fix.

https://prnt.sc/axGzDzFsFkCJ

Customer Report Cards UI is broken. Please fix.

https://prnt.sc/rNyACSgc5eRn