How to keep your udhaar khata on a phone or computer

Step 1: Add your customers

Add each regular with a name and phone number. Set a credit limit if you want a warning before a bill takes them past it.

Step 2: Sell on udhaar at the counter

At payment, choose Udhaar and pick the customer by name or phone. The bill goes straight onto their statement. If it would take them past their limit, the app warns you, and the choice is still yours.

Step 3: Take payments

Open the customer and choose Receive payment. Enter the amount, cash or card, and a note if you like. Part payments are fine: the balance falls by what was paid, and a customer who pays too much shows as in credit.

Step 4: Record the day they promise to pay

Save the date the customer promises. The chase list then shows who is due today and who is late, so you ask the right people at the right time.

Step 5: Send the statement on WhatsApp

Share a customer’s statement as a picture. It lists every bill and payment, newest first, with the balance after each line, so there is nothing to argue about.

Tips for the first month

• Keep the paper khata until the first month is done, and check the balances side by side.
• Record every payment the day it is received, even a small one.
• Use the same phone number the customer uses on WhatsApp, so statements reach them.

Questions

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