Customer Khata & Multi-Loan Tracking in Girvi

Manage borrower profiles, link multiple pawn loans to a single customer, store government IDs, and view consolidated borrow history.

Step-by-Step Instructions

Open the Customers tab or tap on any customer's name inside a transaction detail screen.

Record borrower full name, mobile number, alternate phone, home address, and government identification (Aadhaar, Voter ID, or PAN).

The customer profile lists all loans ever taken by that borrower, cleanly separated into Active, Redeemed, and Forfeited.

Use the 'Add Loan for This Customer' shortcut to open a pre-filled transaction form with customer details already loaded.

Tap the phone icon to initiate a direct call or the WhatsApp icon to open a conversation for payment reminders.

A complete CRM directory of all shop borrowers with instant access to their entire borrowing history and collateral records.

Creating duplicate customer entries with slight spelling variations; search existing customer profiles before opening a new one.