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The Sale Invoice Module in Easy Khata is designed to help businesses quickly and professionally create, manage, send, and track invoices. Whether you’re a shopkeeper, freelancer, service provider, or a growing business, this module ensures a smooth billing workflow with full compliance and customization. 2. Why Use the Sale Invoice Module The Sale Invoice Module allows users to: Generate official invoices for sales transactions. Track pending payments and due amounts for each customer. Analyze profitability per invoice or customer. Stay GST-compliant with auto-calculations and e-invoice options. Receive payments faster with UPI/QR/payment link integration. This module minimizes billing errors, boosts professionalism, and ensures accurate recordkeeping for financial analysis and taxation. 3. Key Features The Sale Invoice Module offers a range of powerful features: A. Invoice Creation: Create GST or non-GST invoices. Add custom fields like shipping details, PO number, delivery date, etc. Add items from inventory with real-time stock sync. B. Tax and Discount Calculations: Auto-calculate GST, cess, and other charges. Apply item-level or bill-level discounts. C. Invoice Customization: Multiple template styles. Add logo, signature, and custom footer. Choose color themes for branding. D. Multi-language & Multi-currency Support: Print/share invoices in local languages (e.g., Hindi, Gujarati). Generate invoices in other currencies for international clients. E. Sharing & Export: Share via WhatsApp, Email, or PDF. Download or print directly. Auto-save to party ledger. F. Recurring Billing: Automate recurring invoices for repeat clients. G. Real-Time Status & Reporting: Track sent/viewed/paid/pending status. Check invoice-wise profitability. Integrate with reports like P&L and ledgers. 4. Step-by-Step Instructions Follow these steps to make the most of the Sale Invoice Module: A. Create a New Sale Invoice: Go to Invoices. Tap Add Invoice. Select a customer from your party list, or tap “+” to add a new one. Add product/service items from inventory (with quantity, rate, unit, discount, tax). Set invoice date, due date, and payment mode (cash, bank, UPI). Preview the invoice using the template chooser. Tap Save — the invoice is now recorded in your books. B. Share/Download the Invoice: From the invoice detail screen: Tap Send via WhatsApp, Email, or Download PDF. Option to print using thermal, A4, or custom size printers. C. Manage Existing Invoices: View all invoices with filters (date, customer, status). Edit or delete invoices. Mark as paid/partially paid. View invoice payment history. Add payments linked to invoice (auto-reduces outstanding). D. Track Reports and Profitability: Go to Reports > Sale Reports. See party-wise, invoice-wise, or item-wise sales. Access invoice profitability report showing margin per invoice. E. Convert or Clone Invoices: Convert invoice into delivery challan, quotation, or credit note. Clone an invoice to create a new one with similar details. 5. Best Practices To optimize your experience with the Sale Invoice Module: Always save your invoices with proper dates for accurate reporting. Use GST-compliant templates to avoid rejection during audits. Use auto-reminders for pending invoices via WhatsApp/email. Export monthly invoices to Tally or Excel for CA reconciliation. 6. Conclusion The Sale Invoice Module is a complete solution for businesses that want speed, accuracy, professionalism, and compliance in their billing operations. Whether you're a shopkeeper or a growing enterprise, this feature makes invoicing stress-free. 7. Call to Action Start using the Sale Invoice Module now in Easy Khata and transform the way you manage your sales billing!
Read Guide →The Sale Invoice Returns Module in Easy Khata helps businesses handle customer returns efficiently. Whether due to damage, cancellation, or over-shipment, it lets you generate return invoices or credit notes while updating stock and finances automatically. 2. Why Use the Sale Invoice Returns Module This module allows users to: Process product or service returns from customers Generate credit notes or refunds to customers Automatically restock returned items Maintain accurate financial and tax records (GST-compliant) Track and analyze returns by customer, product, or invoice 3. Key Features The Sale Invoice Returns Module includes powerful features: Invoice-wise Returns: Link returns directly to the original sale invoice Partial & Full Returns: Select individual items or full invoice returns Inventory Sync: Returned items are auto-added back to stock Credit Note Generation: Easily issue credit notes for returned value Multi-tax Handling: Support for GST, discounts, and other charges PDF/WhatsApp Sharing: Share return invoice instantly with customers Detailed Reporting: Analyze return trends by party, item, or date range 4. Step-by-Step Instructions A. Create a Sales Invoice Return: Open Dashboard > More > Sale Returns Tap Add Return Select the original invoice (optional but recommended) Choose the returned items and quantity Adjust taxes, discounts, and return reason (optional) Tap Save to generate the return invoice B. Share or Download: Send the return invoice via WhatsApp, email, or SMS Download as PDF or print instantly C. Credit Note / Refund: Option to generate a credit note based on the return Adjust refund in cash or link it to future sales D. Return History & Reports: View return invoices in the list Filter returns by date, customer, item, or invoice Go to Reports > Return Reports to analyze trends 5. Best Practices To ensure smooth return processing: Always link returns to original sales for audit clarity Check stock levels after processing a return Use credit notes to balance future sales or refunds Share return copy with customers for transparency 6. Conclusion The Sale Invoice Returns Module ensures seamless returns handling with accurate tracking, inventory syncing, and refund or credit management—perfect for businesses of all sizes. 7. Call to Action Try out the Sale Invoice Returns Module on Easy Khata and make your return processing effortless and compliant!
Read Guide →The Sale Order Module in Easy Khata helps businesses manage confirmed customer orders before invoicing. It’s ideal for processing future-dated sales, confirming stock, or managing made-to-order items. With Sale Orders, you maintain a clear and professional workflow from inquiry to billing. Why You Should Use the Sale Order Module Purpose Record confirmed customer orders before generating an invoice Check and reserve stock availability Schedule and manage order deliveries Convert Sale Orders into invoices in one tap Track pending or delivered orders systematically Key Features Create Detailed Sale Orders – Include customer info, products, quantity, and delivery notes Convert to Invoice – Easily generate sale invoice directly from order Multiple Statuses – Track orders as pending, partial, or completed Print or Share – Share sale orders via PDF, WhatsApp, Email, or SMS Stock Visibility – Check available stock while creating order Reports & Filters – View order summaries by date, party, product, and status Step-by-Step Instructions A. Create a Sale Order Open Dashboard > More > Sale Orders Tap Add Order Select a customer (or add a new one) Add items with quantity and optional delivery date Add any special instructions or remarks Tap Save to record the order B. Convert to Invoice Go to the order list Select a sale order Tap Create Invoice to copy all details into a new invoice Review and save the invoice C. Share or Download Open a sale order Tap Share to send via WhatsApp, Email, or SMS Tap Download to get PDF copy D. Track Orders Use filters like Pending, Completed, Date Range, or Customer Name Edit or update orders if needed Mark orders as fulfilled or partially completed E. Reports Go to Reports > Sale Order Reports Analyze which customers or products have the highest order volumes Export for offline records or Tally import Best Practices Always confirm stock before finalizing a sale order Convert to invoice only after delivery or full confirmation Share order confirmation with customers as proof Use delivery dates to schedule dispatch or resource planning Use reports to manage supply chain and forecasting Conclusion The Sale Order Module streamlines order management from confirmation to invoicing. Keep your business organized, professional, and customer-friendly. Call to Action Activate the Sale Order Module in Easy Khata and upgrade your order-to-invoice flow today!
Read Guide →The Sale Quotes in Easy Khata allows businesses to create and send professional quotations to potential customers. It helps present pricing clearly and enables seamless conversion of quotes into sale invoices once approved by the customer. Why You Should Use the Sale Quotes Module Purpose Send official price estimates before actual billing Convert accepted quotes into invoices easily Share quotes instantly via WhatsApp, Email, or SMS Track quote performance and conversion rates Avoid confusion with clear item, tax, and price breakdowns Key Features Create Custom Sale Quotes with items, price, tax, and terms Convert Quote to Invoice in one click Instant Sharing via PDF, WhatsApp, or Email Quote History for easy tracking and re-use Reports & Filters to analyze sent, accepted, and pending quotes Branding Support including logo and footer in documents Step-by-Step Instructions A. Create a New Sale Quote Go to Dashboard > More > Sale Quotes Tap Add Quote Select a customer and add item details Add quote-specific terms or expiry date Tap Save to store the quotation B. Share the Quote Tap the saved quote Choose Share via WhatsApp, Email, or Download PDF C. Convert Quote to Invoice Open the approved quote Tap Create Invoice Review and save the auto-filled invoice D. View Quote Reports Go to Reports > Sale Quote Reports Filter by date, customer, or quote status Best Practices Always set a quote validity period Include item-wise tax for clarity Send quotes instantly for faster decisions Convert quotes into invoices as soon as approved Conclusion The Sale Quotes Module simplifies professional communication, speeds up decision-making, and ensures smooth transitions from quote to sale — all while keeping things clear and organized. Call to Action Start sending winning quotes with Easy Khata’s Sale Quotes Module today!
Read Guide →The Purchase Invoice Module in Easy Khata helps businesses record and manage all purchases from suppliers. Whether you buy raw materials, goods, or services, this module ensures accurate expense tracking, stock updates, and GST compliance — forming the foundation of your business accounting. Why You Should Use the Purchase Invoice Module Purpose Record purchases and expenses accurately Track vendor payments and pending dues Auto-update inventory from purchase entries Stay compliant with input tax credit (ITC) rules Analyze supplier-wise expenses and purchase trends Key Features Create Purchase Invoices with supplier info, item details, and taxes Link to Inventory – Items added auto-update your stock levels GST Input Support – Claim input credit with accurate tax bifurcation Multiple Payment Options – Add cash, bank, UPI, or credit payments Attach Documents – Upload supplier bills or challans for reference Import Purchase Data – Use Excel/CSV for bulk purchases Purchase Reports – Analyze purchases by date, item, or supplier Step-by-Step Instructions A. Create a Purchase Invoice Open Dashboard > More > Purchase Invoices Tap Add Invoice Select or add a supplier Add purchased items with quantity, price, and GST (if applicable) Enter purchase date, invoice number, and any notes Add payment details (full/partial/credit) Tap Save B. Attach Documents After saving, go to the invoice detail screen Tap Attach File to upload supplier bill or PDF C. Record Payments Use Payments tab to add transactions made to suppliers Track remaining dues from each party automatically D. Share or Print Tap Download PDF or share invoice via WhatsApp/Email for internal records E. View Reports Go to Reports > Purchase Reports Filter by supplier, date, item, or tax type Export to Excel or use for filing returns Best Practices Always update item rates and tax details while entering purchases Match supplier bills with purchase entries for accuracy Use item-wise GST to claim ITC accurately Reconcile unpaid invoices regularly to avoid payment delays Link purchases with inventory to auto-adjust stock Conclusion Keep your business financially sound and tax-ready by managing every purchase with the Easy Khata Purchase Invoice Module. Call to Action Start tracking purchases and claiming GST input credits with confidence today!
Read Guide →The Purchase Return Module in Easy Khata allows you to return goods or services to your suppliers that were received in excess, damaged, or not accepted. This helps in adjusting inventory, managing supplier credits, and maintaining accurate purchase records. Why You Should Use the Purchase Return Module Purpose Return unwanted or damaged goods to suppliers Automatically reduce stock from inventory Adjust refunds or credits against future purchases Maintain accurate purchase return records for audit and compliance Generate GST-compliant return documents Key Features Link to Original Purchase Invoice – Return against specific invoices Partial or Full Returns – Select only returned items and quantities Automatic Stock Adjustment – Inventory updates automatically Credit Note Generation – Issue supplier credit/refund documents PDF Download & WhatsApp Sharing – Easily share return details Reports – Analyze purchase returns by supplier, item, or date Step-by-Step Instructions A. Create a Purchase Return Go to Dashboard > More > Purchase Returns Tap Add Return Select the original Purchase Invoice Choose returned items and enter return quantity Enter reason, tax, and any notes Tap Save to create the return entry B. Share or Print Download the return as a PDF Share via WhatsApp or Email C. Apply Credit/Adjustments Easy Khata generates a credit note for the return value Adjust this note against future purchases D. View Reports Go to Reports > Purchase Return Reports Filter by supplier, product, date, or reason Best Practices Link returns to original invoices to maintain traceability Check inventory after return entry Keep communication proof with suppliers for returns Review return trends regularly for audits and analysis Conclusion Simplify supplier returns and stay audit-ready with the Easy Khata Purchase Return Module — designed for transparency and control. Call to Action Start managing purchase returns with automated stock updates and credit tracking today!
Read Guide →The Leads Module in Easy Khata helps you capture, track, and convert potential customers. It’s part of the built-in CRM system designed to streamline follow-ups, boost team coordination, and improve lead conversion from first contact to final sale. Why You Should Use the Leads Module Purpose Collect new leads from online forms, calls, referrals, and campaigns Assign leads to your sales or business team for faster follow-up Track conversations, meetings, and follow-up tasks seamlessly Convert hot leads directly into customers, invoices, or inquiries Understand which sources bring in the best-quality leads Key Features Lead Capture – Add leads manually or from integrated channels Lead Assignment – Assign to sales team or staff for next actions Status & Stage Tracking – Monitor stages like New, Follow-up, or Converted Notes & Follow-Up History – Document every lead interaction Source Tagging – Label leads from Facebook, WhatsApp, Website, or Referral Convert Lead – Instantly turn into customer, inquiry, or invoice with one click Step-by-Step Instructions A. Add a New Lead Go to More > CRM > Leads Tap Add Lead Enter details: name, phone, email, source, etc. Assign to a team member (optional) Tap Save B. Manage Lead Stages Open the lead and update its stage (New, In Progress, Converted) Add comments or follow-up tasks for better tracking C. Assign or Reassign Leads Tap the lead entry Use Assign to delegate it to a team member The lead becomes visible in the assigned user’s dashboard D. Convert to Customer Tap Convert on the lead screen Select Customer, Inquiry, or Invoice as the conversion type Lead details auto-fill into the new record E. View Reports Go to Reports > Lead Reports Filter by date, assignee, source, or status Evaluate lead quality, source success, and team performance Best Practices Always enter complete and accurate lead information Set reminders and add notes for every follow-up Tag the lead source for better campaign tracking Convert warm leads quickly to secure sales Review reports regularly to improve your sales pipeline Conclusion With Easy Khata’s Leads Module, you can organize and close deals faster. Capture every opportunity, follow up on time, and convert leads into long-term customers. Call to Action Start turning interest into income — track and convert leads like a pro!
Read Guide →The Campaign Module in Easy Khata empowers you to send targeted, personalized messages to your customers via WhatsApp, SMS, or Email. Whether you're promoting offers, sending reminders, or reactivating old leads — campaigns help you drive customer engagement and sales growth. Why You Should Use the Campaign Module Purpose Promote offers, deals, and seasonal discounts to boost engagement Send personalized messages to a wide audience with ease Reconnect with inactive leads or past customers Notify users about invoices, payment dues, or new features Strengthen customer retention and improve conversion rates Key Features Multiple Channels – Reach out via WhatsApp, SMS, or Email Audience Targeting – Segment customers based on behavior, tags, or groups Message Templates – Use ready-made templates with dynamic variables Campaign History – View real-time delivery, open, and failure statuses Scheduling – Set up campaigns to run automatically at future dates/times Analytics – Track campaign performance and optimize your outreach Step-by-Step Instructions A. Create a Campaign Navigate to More > CRM > Campaigns Tap Create Campaign Select the campaign channel: WhatsApp, SMS, or Email Enter a campaign name and type your message Insert dynamic fields like [Customer Name] or [Due Amount] as needed Select your target audience (all, custom, or tag-based) Choose to send immediately or schedule for later Tap Send or Save to finalize B. Track Campaign Performance Go to the Campaign History tab Check delivery status, open rates (for email), and failures Filter results by date, channel, or campaign name C. Use Templates Choose from saved message templates while creating a campaign Edit or personalize the message before sending Best Practices Schedule messages during peak engagement hours Keep your WhatsApp messages conversational and friendly Use customer tags for more effective targeting Avoid excessive messaging to prevent user fatigue Review analytics to improve future campaign strategies Conclusion With Easy Khata’s Campaign Module, reaching your customers becomes effortless. Engage, inform, and grow — all from one place. Call to Action Start your first campaign today and turn messages into revenue!
Read Guide →The Items with Categories Module in Easy Khata allows you to organize your inventory more efficiently by grouping related products and services under custom categories. This makes billing, reporting, and stock management streamlined and easier to navigate. Why You Should Use the Items with Categories Module Purpose Manage a large number of items with ease using categories Track item-wise and category-wise reports Create item lists that are easy to search, sort, and filter Improve billing accuracy and inventory control Quickly locate specific items based on category tags Key Features Item Types – Add products, services, or bundles Item Categories – Create and assign unlimited custom categories Unit & Tax Configuration – Define units like pcs, kg, and apply GST/HSN Multi-language Names – Add item names in different languages Images & Descriptions – Add thumbnails and product info Step-by-Step Instructions A. Add a New Category Go to Inventory > Item Categories Tap Add Category Enter a Category Name and tap Save B. Add a New Item Go to Inventory > Items Tap Add Item Enter Item Name and optional Alternate Name Select Item Category from the dropdown Choose Unit of Measure (pcs, kg, box, etc.) Set Purchase Price and Sale Price Add HSN Code and select GST Rate if applicable Enable Track Stock to monitor stock levels Upload an Image and write an optional description Tap Save C. Edit or Delete Item or Category Open Inventory > Items or Item Categories Tap the 3-dot icon beside the item or category Select Edit to modify or Delete to remove Best Practices Use categories for better filtering and reporting Always assign the correct unit and GST for compliance Add item images to make invoices and product lists visually clear Enable stock tracking only for physical goods Keep your item list clean by archiving unused items Conclusion With the Items with Categories module, you can professionally manage and organize your inventory in Easy Khata. Categorized items improve billing speed, data clarity, and business analytics. Call to Action Head over to Inventory > Items and start organizing your items into categories for smoother operations!
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