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Customer credit tracking in a pharmacy: stop losing money

Untracked customer credits are a silent money leak. Here's how to track balances, send automatic reminders and recover what you're owed.

PVPharmaVexaPublished on 4 June 20266 min read

01The problem with paper credits

Many pharmacies extend credit to regular customers — that's normal and good for loyalty. The problem is tracking it: a notebook, scraps of paper, and after a few months nobody knows exactly who owes what. The money evaporates.

02Centralize every balance

The first step is a clear balance per customer, updated on every sale and every payment. No double counting, no forgetting: the debt is tied to the customer the moment it's recorded.

Balance per customer

The amount owed, up to date in real time.

Full history

Every sale and payment, time-stamped.

Payment receipts

Proof for every partial or full settlement.

03Automate reminders

Chasing customers by hand is awkward and time-consuming — so it doesn't get done, and the debt ages. Scheduled automatic SMS reminders do the job for you, politely and consistently.

Remind early and often

A recent debt is far easier to recover than a six-month-old one. Automatic, staggered reminders clearly improve recovery rates.

04Set credit limits

Define a credit ceiling per customer. When the limit is reached, the software alerts you before granting another credit sale — protecting you from debts that pile up.

05The role of software

PharmaVexa ties every credit to a customer, updates balances in real time, sends automatic SMS reminders, manages credit ceilings and issues receipts — turning a source of losses into money recovered.

Try PharmaVexa for free

Inventory, POS, credits, purchases and team — in a single software built for Moroccan pharmacies. 14-day trial, no credit card.

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customer creditsdebt trackingcollectionsSMS reminderspharmacy management