Add Customer

Add or select a customer in Khata Book before giving Udhar.

Before you start

1. Open the correct shop.
2. Keep customer name and phone number ready.
3. Check old balance before adding more Udhar.

Steps

1. Open Khata Book.
2. Search the customer or add a new customer.
3. Open the customer Khata profile.
4. Use Give Udhar to record credit sale or amount due.
5. Save and check the updated balance.

What happens next?

• Use Accept Payment when the customer pays back.
• Customer history also helps you check past bills.

Having trouble?

• For customer records, open Customers overview.