Baki khata software that keeps every customer's due straight

You do not need a separate notebook. When you attach a customer to a sale on the POS or on a sale order and they pay only part of the bill, the unpaid amount goes to their due automatically. You can set a due date on the sale, and each customer can have their own credit days.

When you start using Posify24, enter each customer's opening due, the amount they already owed you from your old khata. From that day on, Posify24 keeps the balance.

The customer's next invoice prints their previous due, so they see the full amount every time they buy. That alone ends many arguments at the counter.

The biggest danger with baki is a customer whose due keeps growing. In Posify24 you set a credit limit for each customer. If a sale would take them over that limit, Posify24 refuses it. Your staff cannot give more credit than you allowed, even when you are not at the shop.

When a customer pays, record it as a deposit from the customer in Accounts. Their due goes down and the money shows in your cash or bank, as described on the accounts and cash book page.

The customer due ageing report puts every customer's due into groups: 0-30 days, 31-60, 61-90 and over 90 days. Payments settle the oldest invoices first, so you see clearly which money is old and needs chasing. For a grocery or mudi shop with dozens of baki customers, this is the list to work through every week.

Distributors sell on credit through their sales reps. Posify24 records the rep on each sale, and the rep outstanding report shows the bills each rep still has to collect as on any date, by territory, customer or branch. The due ageing report can also be grouped by territory. More on the field sales and territories page.

The same works the other way. Every supplier has a payable balance that goes up with each purchase receive and down with each payment or return. The stakeholder ledger in accounts reports shows the full history with any customer or supplier, entry by entry.

• Automatic due from sales - part-paid bills add the rest to the customer's due
• Opening due - bring over balances from your old khata
• Credit limit - a sale over the limit is refused
• Credit days and due date - set how long each customer has to pay
• Previous due on invoice - printed on the customer's next bill
• Payment collection - record customer payments, due goes down at once
• Due ageing report - 0-30, 31-60, 61-90 and 90+ days, by territory
• Rep outstanding report - bills each rep must collect, as on a date
• Stakeholder ledger - full history with each customer or supplier
• Supplier dues - what you owe each supplier, always current

Any shop or business that sells on credit. It matters most to grocery and mudi shops with many small baki customers, distributors and wholesalers who give retailers credit through their reps, and hardware, paint and electronics shops whose contractor and mistri customers pay later. If you are still working out a system, our guide on how to keep shop accounts is a good start.