Khata kaise banaye digital — bahi khata to mobile app, step by step
Hindi-English guide for shopkeepers: moving from paper bahi-khata to a digital khata app. Track udhar, payments, and reminders for customers and suppliers.
· 8 min read
Bahi khata pe hisaab rakhna asaan tha jab graahak 10 the. Ab 100 hain — aur paisa fasta hai. Notebook gum ho jaye, paani me bheeg jaye, ya kal kya tha yaad na ho — sab udhar gaya.
Yeh raha digital khata setup — asaan Hindi-English mein, taaki aap aaj hi shuru kar sakein.
Digital khata kya hota hai?
Digital khata aapke paper bahi-khata ka mobile version hai. Customer ne kitna udhar liya, kitna paid kiya, kitna baaki hai — sab ek app pe. Cloud me save hota hai, isliye kabhi nahi khoyega. Aur reminder bhi khud bhej sakte hain WhatsApp pe.
Step 1: Sahi app choose karein
Mobile pe ek free digital khata app install karein. Hum Arth Saathi recommend karte hain kyunki: free hai, Hindi-English friendly hai, employee management aur salary bhi saath aata hai, aur data India me secure store hota hai.
Step 2: Apna business profile setup karein
App khol kar:
- Apna mobile number daalein, OTP verify karein
- Dukaan ka naam (e.g. ‘Sharma General Store’)
- Business type — kirana, medical, salon, etc.
- City aur address
Bas. 2 minute me setup ho jata hai.
Step 3: Pehla customer add karein
Khata tab khol kar ‘Add Party’ tap karein. Yeh fill karein:
- Customer ka naam
- Mobile number (optional — walk-in customers ka chhod sakte hain)
- ‘Customer’ select karein (woh aapse udhar leta hai)
Same flow supplier ke liye bhi — bas type me ‘Supplier’ select karein (woh aapko udhar deta hai).
Step 4: Pehli entry record karein
Customer ke khate me jaakar:
- ‘Credit / Udhar’ tap karein
- Amount daalein (e.g. ₹1,500)
- Date today set hai — change kar sakte hain
- Note daal sakte hain (optional, e.g. ‘5kg atta, 2L oil’)
- Bill ki photo bhi attach kar sakte hain
Save karte hi outstanding balance update ho jata hai.
Step 5: Payment record karna
Jab customer paisa de — cash ya UPI — same khate me jaakar ‘Payment Received’ tap karein. Amount daalein. Outstanding apne aap kam ho jayega.
Step 6: WhatsApp reminder bhejein
Customer paisa nahi de raha? Khata khol kar ‘Send Reminder’ tap karein. Polite Hindi-English message customer ke WhatsApp pe jaayega, outstanding amount ke saath. Awkward call karne ki zaroorat nahi.
Common questions
Kya yeh free hai? Haan, core khata feature free hai.
Internet zaroori hai? Entry record karne ke liye haan. App offline-mode me data dikha sakta hai, lekin sync karne ke liye internet chahiye.
Data secure hai? Haan — encrypted, Indian servers pe, sirf aap dekh sakte hain.
Multiple shops ho to? Har shop ka apna alag khata — same app me, alag business profiles.
Pen-and-paper se digital me kaise switch karein
Ek hi hafte me poora migrate karne ki koshish mat karein. Yeh approach kaam karta hai:
- Pehle hafte: naye customers ko sirf digital me add karein
- Doosre hafte: top 10 outstanding customers ko digital me daalein
- Teesre hafte: baaki customers gradually shift karein
- Mahine ke end tak paper khata bandh — sab kuch app pe
Aur bhi kuch?
Agar aap salon, kirana, ya factory chalate hain, to employee management aur salary calculation bhi same app me hai. Yaani ek app me: customer udhar, supplier udhar, employee attendance, salary slip, sab.
Digital khata ek choti si shuruwat hai. Lekin yeh aapke business ki sabse badi headache (paisa fasta) ko solve karta hai. Aaj setup karein, kal kaam aayega.