Retail & Repair Shop Ledger App

Khata Saathi

A mobile ledger and recovery management application built for local repair shops and businesses to track customer credit and debit, plan area-wise route collections, capture visit notes and commitments, and share PDF statements over WhatsApp.

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Application Overview

Overdue Alerts, Area Dashboard & Ledger Reports

Everything a shop owner needs on mobile—from instant overdue customer alerts and area-wise due tracking to ledger PDFs, bill proofs, and cashflow reports.

Overdue Udhari Alerts

Highlights customer balances past agreed credit terms with quick access to View Ledger, Statement / PDF, and one-tap WhatsApp reminders.

Main Dashboard & Area Recovery

Shows Total Market Udhari, Travel & Area Recovery filters, and High Dues grouped by area so route stops are clear before leaving the shop.

Reports, Proofs & Cashflow

Tracks Payments Received, Udhari Given, Net Cashflow, uploaded bill proof attachments, and shareable PDF statements across custom dates.

Collection Workflow

Effortless Credit Tracking & Field Collection

Local repair shops often juggle paper registers, scattered bills, and missed follow-ups across nearby areas. Khata Saathi brings customer ledgers, bill copies, payment commitments, WhatsApp reminders, and area-based collection lists into one simple mobile workflow.

“Know which customer to visit on your route, review past commitments, extend terms when needed, and spot overdue balances early.”

1. Record Credit & Bill Proof

Log customer credit and debit entries in seconds and attach uploaded bill copies as transaction proof.

2. Track by Area & Route

Group pending balances by locality so shop owners visiting a route know exactly which customers to stop and collect from.

3. Log Remarks & Extend Terms

Add collection visit notes, record customer commitments, and extend payment terms when mutually agreed.

4. Share Statements & WhatsApp Alerts

Export PDF statements and send payment reminders or digital receipts directly over WhatsApp and share channels.

Key Capabilities

Built for Local Shop Owners & Field Collections

Customer Credit & Debit Ledger

Clear per-customer ledger views tracking credit issued, payments received, running balances, and overdue status at a glance.

Location-Based Area Recovery

Filter high dues by area or town so route visits and field collections stay organised and productive.

Overdue Alerts & Term Control

Automatic overdue alerts highlight accounts exceeding agreed credit terms, with options to log remarks or extend due dates.

Bill Copy & Proof Uploads

Attach photos or scanned copies of shop bills directly to ledger entries so both parties have verified transaction proof.

WhatsApp Reminders & PDF Statements

Generate date-filtered statements or PDF reports and notify customers via WhatsApp with receipts and balance summaries.

Cashflow & Progress Analytics

Review payments received, credit given, net cashflow, and collection modes across daily, weekly, and custom periods.

Custom Business Mobility

Need a Custom Ledger or Operations App?

Reach out to Dream Filler to explore Khata Saathi or build a tailored credit management, billing, and mobile recovery solution for your business.

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