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Customers & credit

Customer credit without the notebook

PharmaEdge keeps every customer's balance, purchases and payments in one place — cash-only, with a credit limit, or unlimited — and helps you bring them back with loyalty points, gift cards and refill reminders on WhatsApp.

What you can do with customers

  • Three credit modes

    Each customer can be cash-only, have a credit limit, or have unlimited credit — enforced at the counter.

  • Statements and payments

    Print a statement in seconds and record payments against what the customer owes.

  • Add a customer at the counter

    A name and phone number is enough to create a customer without leaving the sale.

  • Loyalty points and rewards

    Customers earn points on purchases and redeem them at the counter.

  • Gift cards

    Issue and top up gift cards and accept them as payment.

  • Refill reminders on WhatsApp

    Track chronic medicines and send reminders when a refill is due, from your pharmacy's own WhatsApp.

  • Adherence at a glance

    See which patients are refilling on time and who has gone quiet.

  • Respectful messaging

    Customers who don't want reminders are opted out and never messaged again.

Every pound of credit, on the record

Credit sales post to the customer's account automatically, balances always agree with the books, and a statement is one click away when the customer asks how much they owe.

Bring chronic patients back on time

When a tracked medicine is sold, PharmaEdge knows when the next refill is due and sends a WhatsApp reminder from your pharmacy — so the patient comes back to you, not the pharmacy next door.

Good to know

  • Payment-due reminders for credit customers aren't automated yet; balances and statements are always up to date.
  • WhatsApp reminders are sent through your pharmacy's own WhatsApp provider account (Meta WhatsApp Business, Twilio, UltraMsg or CallMeBot).

Common questions

Can I stop a customer going over their credit limit?

Yes. Customers with a limit can't be sold on credit beyond it; cash-only customers can't buy on credit at all.

Do I need WhatsApp Business for reminders?

You need an account with one of the supported WhatsApp providers; we help you connect it during setup.

Do customers earn points on online orders?

Not yet — points are earned and redeemed at the counter today.

Try it on your own pharmacy for a week

No card. A real person contacts you on WhatsApp within 24 hours and sets it up with you.