Topic
#customers
Articles about customers from the Credit Khata blog and help centre.
What is a khata book? Digital khata vs the paper register
A khata book is a shop's credit register: who took goods on credit, and who has paid. A digital khata keeps the same record but adds totals, backups, reminders and a customer view.
Moving from a paper khata register to an app, step by step
Pick a switch-over date, total each customer's page, add them to the app with that total as the opening balance, share each khata so customers can check it, then write only in the app.
How to set credit limits for your shop's customers
Base each customer's limit on one pay cycle of their normal purchases, start new customers low, pair every limit with a due date, tell the customer, and review limits monthly.
Set a credit limit and a due date for a customer
Open the customer, tap Limits, enter a Credit limit and pick a Pay by date, then Save. The counter warns before a sale goes past the limit; late accounts show as Overdue.
When a customer disputes an entry: check, correct and resolve
Customers can mark any entry Looks right or Report a problem. Disputed entries show on your dashboard; check the note, fix the ledger if needed, then tap Resolve with a reply.
Record a payment received from a customer
Open the customer, choose Paid under Add transaction, enter the amount and tap Add transaction. Their balance drops at once; part payments are fine.
Print or share a customer's account statement
Open the customer, tap Statement, pick the period and tap Open statement. Then use Print / Save as PDF to print it or keep a PDF you can send on WhatsApp.
Open your shop account and add your first customer
In the counter app tap Open a shop and finish three short steps. Then go to Customers → New customer, add a name, phone and any old balance, and share the khata.
For customers: open your khata, check entries and pay the shop
Open the link your shop sent, or enter their login code. You see your balance and every entry; tap an entry to confirm or report it, and tap Pay, then I've paid, to pay them.
Confirm a payment a customer says they made
When a customer taps I've paid, the claim waits in Payments. Check your wallet or bank, then tap Confirm payment to add it to their khata, or Reject with a reason.
Change the app language (Urdu, Arabic, Hindi and more)
Pick a language from the globe menu on the sign-in screen, in the counter's sidebar or in Profile → Language. Fourteen languages; Urdu, Arabic and Persian read right to left.
Book a credit sale at the counter
On Sales, pick the customer under Booking sale to, choose Credit, add each item with its quantity and amount, then tap Add to credit. The total joins their balance.