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Credit & payments

क्रेडिट और पेमेंट कैसे करें — On Khata Book, record new credit (you took goods/fuel on credit) and payments (you paid the shop). Manage entries with view, edit, and delete.

What you see on this page

Section titled “What you see on this page”
  • Add Credit button — opens “Add Credit” dialog.
  • Add Payment button — opens “Add Payment” dialog.
  • Add Credit dialog — fields: Amount*, Reason* (dropdown with presets: Fuel advance, Trip/freight expense, Loading/unloading charges, or custom text), Payment Status* (Unpaid/Paid), Date*; if Paid: Payment Mode* dropdown (Bank Transfer, UPI, Cheque, Cash, Other), bank account (when bank-linked), optional Transaction Number, Note, Receipt Images; buttons: Cancel, Add Credit.
  • Add Payment dialog — fields: Amount* (often prefills shop TOTAL CREDIT when balance is due), Reason* (dropdown: Full payment settled, Part payment, Against outstanding balance, UPI/online payment, or custom), Date*, Payment Mode* (always required: Bank Transfer, UPI, Cheque, Cash, Other), bank account (when needed), optional txn/note/receipts; buttons: Cancel, Add Payment.
  • Actions menu on entries — View (shows details dialog), Edit Credit/Edit Payment (only for shop-created rows, not trip/vehicle-linked), Delete (confirmation required).
  • Entry badges — “From Trip”, “From Vehicle”, Credit, Debit, Paid, Unpaid.

Steps

Section titled “Steps”

📒Open Khata Book

Open a shop → tab Khata Book.

Open Credit Shops

🔴Add Credit

Tap Add Credit. Dialog help: amount and reason are required.

  • Amount *
  • Reason * — presets like Fuel advance, Trip / freight expense, Loading / unloading charges, or your own text
  • Payment Status * — Unpaid / Paid
  • Date *
  • If Paid: Payment Mode * (Bank Transfer, UPI, Cheque, Cash, Other); bank account when bank-linked; optional Transaction Number, Note, Receipt Images

Add Credit / Cancel. Use Edit Credit later for shop-created rows.

🟢Add Payment (settle)

Tap Add Payment to pay what you owe.

  • Amount * — often prefills shop TOTAL CREDIT when balance is due
  • Reason * — e.g. Full payment settled, Part payment, Against outstanding balance, UPI / online payment
  • Date *
  • Payment Mode * — always required (Bank Transfer, UPI, Cheque, Cash, Other)
  • Bank account when needed; optional txn / note / receipts

Add Payment. Edit later with Edit Payment when the row was created from this shop.

⚙️View, edit, delete an entry

  • View expense details — Expense Name, Amount, dates, Payment Status/Mode, Bank, Vehicle No, Note, receipts
  • Edit — only for entries created from the Credit Shop module. Rows From Trip / From Vehicle: view and delete allowed; edit control hidden
  • Delete — Confirm Delete → Delete; cannot be undone

Next: Edit shop details

Update shop information and bank.

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