Smarter customer relationship management to track credits and accelerate collections.
Manage customer accounts with ease. Easy Khata's integrated CRM system allows you to log daily client transactions, track customer credit, set up automated payment reminders, and keep record details organized. Assign leads to your sales staff and see overdue follow-ups in one list.
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Maintain a single directory of customer contact details, credit histories, and purchase logs.
Track credits, log user deposits, and get automatic summaries of outstanding totals per buyer.
Send automated WhatsApp or email reminders for outstanding dues, once your messaging provider is configured.
Track incoming buyer queries, product requirements, and sales funnel statuses dynamically.
Identify your top customers, analyze purchase patterns, and send customized discount messages.
Call or WhatsApp customers directly from the dashboard without leaving the app.
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Add the customer once
Create the party with a phone number and, if you want a ceiling on what they can owe, a credit limit.
Bill on credit instead of cash
Raise the invoice as usual and mark it unpaid or part-paid. The balance is added to that customer’s ledger automatically.
Record part-payments as they come in
Enter each payment against the party. The running balance and the ageing report update together.
Let the reminders chase it
Turn on automatic reminders and overdue bills go out on WhatsApp or email, once your messaging provider is configured.
Check who still owes you
The To Collect card on the dashboard and the receivable-ageing report show the total and how long it has been outstanding.
Example
A customer buys goods worth 12,000 and pays 5,000 at the counter. You mark the invoice part-paid, so 7,000 sits on their ledger. Two weeks later it appears in the 15–30 day bucket of the ageing report, and the reminder goes out automatically.
Yes. Every customer has a running credit ledger. You can see outstanding balances, send statements, apply credit limits and view receivable ageing to know who has owed you the longest.
Easy Khata can send reminders for overdue invoices over WhatsApp, SMS or email. WhatsApp and SMS require your provider credentials to be configured once.
You can share a business-level UPI QR code for collection. Per-invoice payment links with the amount embedded are not available today.
Yes. The party ledger is a digital replacement for the khata or bahi khata register, with the advantage of automatic reminders and statements you can share.
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