Khata / udhaar
Track every rupee owed and every payment received per customer — digital khata built into the same shop login as billing, schemes, and girvi. No separate notebook.
Digital khata, WhatsApp reminder — sab ek hi jagah. Register band karo.
Starter is free with no end date. English or Hindi. Same login as stock, schemes, khata and girvi.
Ramesh Soni
Khata · 98••• ••210
Balance due
₹12,400
The counter today
Most jewellery shops run two parallel systems: digital invoices and a physical khata register. When a customer says "mera hisaab galat hai," both sides pull out different books. WhatsApp voice notes of payment confirmations pile up but are never reconciled. SwarnaVyapar keeps khata inside the same shop record as invoices so every entry has a timestamp and there is one version of the truth.
Built for
01
Khata is a running ledger where you record every transaction with a customer that involves credit: goods given without full payment (udhaar), partial payments received, advances, and outstanding balance. In SwarnaVyapar, each customer has a khata tab where you see full transaction history, current balance, and can record new entries.
02
From the khata view, you can send a WhatsApp reminder to the customer with their current outstanding balance. At settlement, record the payment — cash, UPI, card, or bank — and the ledger closes cleanly.
Ramesh Soni
Khata · 98••• ••210
Balance due
₹12,400
01
Find the customer in CRM. Open their khata tab to see all past udhaar entries, payments, and the current outstanding balance in one view.
Ramesh Soni
Khata · 98••• ••210
Balance due
₹12,400
02
Record credit given: amount, date, and optional note. This can be linked to an invoice when applicable, or entered as a standalone credit.
Ramesh Soni
Khata · 98••• ••210
Balance due
₹12,400
03
When the customer pays back, record the amount, payment mode (cash, UPI, card, bank), and date. The outstanding balance updates immediately.
Ramesh Soni
Khata · 98••• ••210
Balance due
₹12,400
04
For customers with outstanding balance, send a WhatsApp message with their balance from the khata screen — no manual typing, no risk of wrong figure.
Not here? Ask us on WhatsApp
Billing creates a GST invoice for a sale. Khata is the running credit ledger — it tracks what a customer owes you across multiple transactions.
Customer ke khata screen se ek button pe click karo — reminder WhatsApp pe chala jaata hai with their current outstanding balance.
Yes. Every customer in your CRM can have their own khata. You see all customers with outstanding balances in the khata overview.
Yes. Unlimited khata is available on all plans including the free Starter plan.
Free to start. WhatsApp us for a khata walkthrough in English or Hinglish.