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Video tutorial · Hindi with English subtitles

How to record a customer payment and check the khata

Record a payment against the right invoice, confirm the balance left to collect, find the receipt in the customer ledger and download a khata statement PDF to send to the customer.

Ledgerly में ग्राहक का पेमेंट कैसे दर्ज करें, बकाया रकम और खाता कैसे देखें, और स्टेटमेंट PDF कैसे डाउनलोड करें, सीखें।

3:58 video 11 steps Ledgerly app Hindi · English subtitles
Step by step

Steps in this video.

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  1. 00:00A note about the pharmacy demo
  2. 00:19Part 5: Customer payments and Khata
  3. 00:41Choose the correct customer invoice
  4. 01:02Enter amount, date and payment method
  5. 01:25Save and verify the remaining balance
  6. 01:48Find the saved receipt
  7. 02:10Open the customer ledger
  8. 02:32Read entries without counting payment twice
  9. 02:57Download a customer statement
  10. 03:17Review the downloaded statement
  11. 03:35Receive, record and reconcile
What you will learn
  • Select the customer invoice and enter the payment details
  • Save a demo UPI receipt and verify the remaining balance
  • Find the receipt and read the customer ledger
  • Understand payment entries without counting them twice
  • Download and review a customer statement PDF
Try it yourself

Follow along in the web app or the Android app. Core GST billing is free on Windows.

Related: Khata app

Mobile version

Using the Android app? Watch the short version.

The same task on Android in 2:15, with Hindi narration and English subtitles.

How to Manage Udhar Khata on Mobile (Hindi) | Ledgerly thumbnail How to Manage Udhar Khata on Mobile (Hindi)

Android · 2:15

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