How to add a customer?

What is Khatabook?

Khatabook is a digital ledger app that helps small businesses and shopkeepers manage their accounting and bookkeeping needs. It provides a simple and user-friendly interface to track transactions, manage customer accounts, and generate financial reports, making it easier for users to organize their business finances.

Who is it for?

Khatabook is designed for small businesses and shopkeepers who need an efficient and cost-effective way to manage their accounts and financial transactions. It is particularly beneficial for businesses that operate on cash-based systems and want to streamline their bookkeeping processes.

How does Khatabook work?

Khatabook works by allowing users to record their daily transactions digitally. Users can create separate accounts for their customers, enter transaction details, and record payments received or made. The app maintains a running balance for each customer account. Khatabook also offers features such as sending payment reminders, generating invoices, and recording expenses. Users can categorize transactions, add notes, and attach relevant documents for future reference. The app provides real-time updates of customer balances, transaction history, and overall financial summaries. It automatically generates reports such as customer statements, profit/loss statements, and cash flow statements.

How is Khatabook used?

To use Khatabook, small businesses and shopkeepers can download the app and create an account. They can then add their customers and start recording transactions by entering details such as date, amount, and description. Users can set payment reminders, send automated invoices to customers, and keep track of pending payments. They can also record expenses and categorize them for better financial management. Khatabook provides a dashboard that gives an overview of business finances, including customer balances, total sales, and outstanding payments. Users can access detailed reports and summaries to analyze their financial position and make informed decisions. The app offers data backup and synchronization across devices, ensuring that users can access their accounts from multiple devices securely. Overall, Khatabook simplifies the accounting and bookkeeping process for small businesses and shopkeepers. It provides an easy-to-use platform to track transactions, manage customer accounts, and generate financial reports, improving overall financial organization and efficiency. See a quick interactive demo about Khatabook.