Topic
#customers
Articles about customers from the Credit Khata blog and help centre.
Wetin new for Credit Khata: profile photos for customers, owners and staff
Customers fit add photo for each shop account, and na only dat shop dey see am. Owners and staff dey add their own, and owner or manager fit take down customer photo.
Wetin be credit book? Digital credit book vs paper register
Credit book na shop credit register: who carry goods for credit, and who don pay. Digital credit book dey keep di same record but e dey add totals, backup, reminders and customer view.
How to move from paper credit register to app, step by step
Pick day to change over, add up each customer page, put dem for di app with dat total as opening balance, share each account so customers fit check am, den write only for di app.
How to set credit limits for your shop customers
Base each customer limit on one pay cycle of wetin dem dey normally buy, start new customers small, join every limit with due date, tell di customer, and check di limits every month.
Add, change or comot your profile photo
Customers dey add photo for each shop account, and na only dat shop dey see am. Owners and staff dey add their own for Profile. Shop owner or manager fit take down customer photo.
Show amounts for English or for your own language
Beside di language menu, How money go show dey give you English (PKR 1,850.00) or My own language (1,850.00 روپے, ٣٧٫٥٠ ر.س). E dey save for your account, and wetin you send dey follow am.
Set credit limit and due date for customer
Open di customer, tap Limit, put Credit limit and pick Pay by date, den Save. Di counter go warn you before sale pass di limit; late accounts go show as Time don pass.
When customer argue entry: check, correct and settle am
Customers fit mark any entry E correct or Report problem. Entries wey dem query dey show for your dashboard; check di note, tap Settle am with reply, and correct di ledger if e need am.
Record payment wey you collect from customer
Open di customer, choose Don pay under Add transaction, put di amount and tap Add transaction. Their balance go reduce sharp sharp; part payment dey okay.
Print or share customer account statement
Open di customer, tap Statement, pick di period and tap Open statement. Den use Print / Save as PDF to print am or keep PDF wey you fit send for WhatsApp.
Open your shop account, den add your first customer
For di counter app, tap Open shop and finish three short steps. Den go Kostoma dem → New kostoma, add name, phone and any old balance, and share their account.
For customers: open your account, check entries and pay di shop
Open di link wey your shop send, or put their login code. You go see your balance and every entry; tap entry to confirm or report am, and tap Pay, den I don pay, to pay dem.