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Khata and customers
Keep customer udhaar in the digital khata: add customers, carry over opening balances from the old register, sell on credit, record payments, send WhatsApp reminders and set credit limits.
Updated
The digital khata replaces the paper udhaar register. These articles cover the customer record, opening balances, credit sales at the counter, receiving payments, reminders on WhatsApp and the credit limit that stops a balance from growing too far.
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- Product
Khata
Nafaa Digital Khata replaces the paper udhaar register: every credit sale lands in the customer's khata from the counter, payments and old balances are recorded, balances are grouped by age, credit limits stop runaway udhaar, and a WhatsApp reminder goes out in one tap. - Guide
Managing Udhaar and Khata: A Complete Guide for Shops
How to give udhaar without losing money: who should get credit, how much, how to record it so nobody can argue, how to tell which balances are going bad, how to remind customers without losing them, how to recover old balances, and how to handle the credit you take from your own suppliers. - Template
Khata (Udhaar) Register Template
A digital khata register in Excel: list your customers once, add every udhaar and payment as a line, and each customer's balance, last payment date and days since payment fill in by themselves. Balances over the credit limit and payments older than 30 days turn red.
In this section
- How to add a customer
Add a customer in Nafaa from the Customers page or straight from the POS counter. Only the name is required; a phone number lets you send bills and udhaar reminders on WhatsApp. This article covers the quick add, the full form and the counter shortcut.
- How to add an opening balance (old khata)
Move udhaar from your paper register into Nafaa with Purana khata. The old amount is added to the customer’s khata without a bill, shows up in the total you are owed, and is collected like any other udhaar.
- How to sell on udhaar (credit)
Make a credit sale at the Nafaa POS counter: pick the customer, then put the whole bill or the unpaid part in their khata. The customer’s old balance shows on the bill, and the credit limit is checked before the bill is saved.
- How to receive a khata payment
Record money a customer pays against their udhaar. Pick the customer on the Khata page, enter the amount and how it was paid, and Nafaa lowers the balance, counts cash in the drawer and settles the oldest udhaar first.
- How to send udhaar reminders on WhatsApp
Remind customers about their udhaar on WhatsApp from the Khata page. Nafaa writes the message with the name, amount and days due, picks a polite, firm or final tone by age, and opens WhatsApp so you only press Send.
- How to set a credit limit
Set how much udhaar a customer can take. Nafaa has a default limit for new customers and a limit on each customer, checks it at the counter before a credit bill is saved, and lists everyone who has gone over it.