Write down what you gave and what you got. See who is late, remind them on WhatsApp and let them pay by UPI.
Every entry is one thing given or got, in goods or money. The balance works itself out.
Customers and suppliers each get a running balance. A phone number already on the khata opens that khata, so nobody is added twice.
Each payment clears the oldest dues first. What is left is sorted by how late it is, with a reminder button beside each name.
Send one by hand, or switch on automatic reminders for as long as someone is late. Each carries their statement link.
Each person gets a statement with every entry and the running balance. Add your UPI ID, and it shows a button and QR code for exactly what is owed.
Paying later? Add what is due on the order to the customer's khata. Money you get against it marks the order paid too.
With Accounts on, every entry goes into your books. If your books live in another system, turn that off in Settings.
Give so much off when someone pays within your days.
Say which bank account or cash box the money moved through.
A report with one person's entries, in Reports.
Say Riya paid 500 by UPI, and confirm it.
Open a task when someone passes their credit limit.
Customers late to pay show up on Home.
Choose who can view, record, remind or change settings.
No. The UPI button pays your own UPI ID. UPI does not report back to us, so you record the payment as got when it arrives.
No. The khata works by itself. If you turn Accounts on later, you do not enter anything twice.
An entry is never edited. Remove the wrong one with a reason, and record it again. The removed entry stays in the list.
Not today. If your books live in another system, you can keep khata entries out of Commstate's books in Settings.
Connect your store and let one order run through. 14 days free, no card.
