A Credit Book your whole team can follow

A notebook can hold the balance a regular owes. It becomes harder to use when the person who keeps it takes a day off, a repayment is recorded elsewhere or two people remember the figure differently.

Keystonne OS keeps the Credit Book beside the operating records, so the team can review how a balance arose and how long it has been outstanding.

Look at the balance and its age

Credit sales add to a customer's balance; recorded repayments reduce it. The ageing view groups outstanding balances so an owner can distinguish a recent tab from an older account that needs a conversation.

Keep the entries current. A report can show only the sales and repayments recorded in your workspace. If a guest paid outside the recorded flow, reconcile that payment before following up.

Treat reminders as a configured service

Supported WhatsApp reminders depend on an activated messaging provider, approved templates, the required consent and available message allowance. A plan allowance is not proof that sending is active for your setup.

Confirm availability and review the intended recipient and balance before sending. When messaging is unavailable, the Credit Book's balance and ageing views remain useful for a manual follow-up. See the integration requirements.

A credit limit is a flag

You can record a credit limit for a customer. The account is flagged when it reaches or passes that limit, giving the team a reason to review the next sale.

The flag does not automatically block the till. A person still decides how to handle the customer's next order. A visible alert and a hard payment restriction are different behaviors; use the one the product actually provides in your operating process.

Reconcile it with the day

A credit sale is still a sale even when cash has not arrived. Review the Credit Book alongside sales, payment methods and the relevant operational reports. Keep statutory accounting and filing with your accountant and supported exports.

The Credit Book records an amount already owed. It is not a lending, interest or credit-scoring product. Explore the customer workflow to see how balances fit beside purchase history, loyalty and consent.