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Every customer can carry a running balance in BillBasket — you don’t need to switch anything “on” to bill someone without full payment upfront. BillBasket tracks their outstanding balance automatically, and you can record payments against it at any time, independent of any single invoice.

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Understanding the fields

These fields live on the customer’s own profile (Parties → customer → Customer settings — only shown when the Customer role is on; see Adding a customer or supplier):
  • Credit limit — the balance you’re comfortable letting this customer carry. Setting it to 0 means no limit is enforced at all — BillBasket will let their balance grow indefinitely without a warning. Setting a limit above 0 doesn’t block a sale, but it does change what you see next:
  • Outstanding balance (shown on the party’s profile and in the party picker while billing) — the running total this customer owes. When a credit limit is set and the balance goes over it, BillBasket highlights the balance so you notice before extending more credit — it’s a warning, not a hard stop, so you can still choose to bill them anyway.

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See it on your device

Screenshot coming soon — Android phone view.

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Try it: Sharma Kirana Store

1

Set a credit limit for a trusted customer

Meena Devi is a trusted regular, so Rajesh Sharma opens her party profile and sets a credit limit he’s comfortable with.
2

Bill her on credit

Meena picks up Parle-G Biscuits, Tata Salt, and Amul Milk without paying cash. Rajesh bills the invoice against her account, and her outstanding balance goes up by that amount.
3

Track the running balance

Over the following weeks, Meena buys a few more times on credit. Rajesh checks her party profile anytime to see her running dues total.
4

Record a payment

At month’s end, Meena pays off part of what she owes. Rajesh records the payment against her account, independent of any single invoice, and her balance drops accordingly.