Customer CRM Khata Ledger & Dues Tracking in JewelBill
Manage customer credit balances, record partial advance settlements, and dispatch automated WhatsApp payment reminders with UPI links.
Step-by-Step Instructions
Access Customer Khata Directory
Tap 'Customers' in the main navigation to open the customer CRM ledger.
Inspect Outstanding Receivables
View total outstanding dues per customer, sorted by overdue duration and highest pending balances.
Record Partial Advance or Cash Settlement
When a customer makes a counter payment, tap 'Receive Payment', enter amount, payment mode (Cash/UPI), and note receipt number.
Dispatch Automated WhatsApp Reminder
Tap the WhatsApp reminder shortcut. JewelBill populates a friendly payment reminder message including invoice reference, balance due, and your UPI payment link.
Export Customer Account Statement
Generate a detailed statement of account PDF listing all historical invoices, payments, and running balance for the customer.
Expected Outcome
Eliminates handwritten credit ledgers with accurate real-time tracking of receivables and faster payment collections.
Important Points & Common Pitfalls
- Not recording cash settlements against the specific customer Khata, causing invoice balances to remain unpaid in reports.