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Frequently Asked Questions
How do I download the app?
You can download the app straight from the playstore or by clicking this link here
How do I add my first customer?
After successfully signing up, you are now at your “Home Screen” or “Khata Dashboard.” On the bottom right hand corner of the screen, you will see a circular button that has a plus sign accompanied by a person. Click on this button and you will be taken to the next step of adding a customer. You will now have the option to add an account through your existing contact or enter a customer manually.If you choose to create an account/customer through your contact list, just type the contacts name, and confirm their details.If you choose to create an account manually you will see a screen requiring you to fill in their name and other details (all other fields apart from the name of the customer are optional, but to get the most out of your experience using CreditBook we highly recommend you to fill all the fields, especially the mobile number). To make it even more helpful take/add a picture of your customer with their consent.The circular green button on the bottom right hand corner of the screen will always be in your dashboard to add any more customers in the future.
How do I transfer my transactions/entries from my register/khata book to CreditBook?
You have two ways to do this:
You can consolidate each customer account and enter the remaining balance as a transaction on your CreditBook app for a customer. The way to do this would be to add a new account and add your customers details (Name, phone number, credit limit), and then add the remaining balance as a transaction.
The other way to do this is to enter all recent entries/transactions (especially if you want to maintain your customers history on your CreditBook app). The way to do this would be to add a new account and add your customers details (Name, phone number, credit limit), and then add each transaction/entry from your Khata Book (register) into your CreditBook app.
How do I send a payment reminder to a customer?
From your dashboard find the customer you would like to send a reminder to, and click on their name. You’ll now be brought to the transaction screen.
You have two options of sending reminders:You can click on the particular transaction/entry you would like to remind your customer about. Once you’ve clicked on the entry, you will see a bell icon () to share a reminder.When you click this button, you’ll be presented with various messaging options (WhatsApp, SMS, Facebook Messenger, Email etc.). We advise you to select a messaging option where your customer is most likely to respond. If your customers have instant messaging tools like WhatsApp and Facebook Messenger use them as they are most effective!
You can click on the upper right hand corner, where you will see a bar chart () icon. Here you’re presented with the net-balance with your customer. You can click the bell icon () at the bottom to share a reminder. When you click this button, you’ll be presented with various messaging options (WhatsApp, SMS, Facebook Messenger, Email etc.). We advise you to select a messaging option where your customer is most likely to respond. If your customers have instant messaging tools like WhatsApp and Facebook Messenger use them as they are most effective
How do I setup my account?
After downloading CreditBook from the playstore, open the app on your phone. Here you’ll first be guided to select your language (English, Urdu, Roman Urdu, Punjabi, SIndhi). Next you’ll be asked to enter your mobile number, and verify the number through an automated OTP (One-Time-Pin) sent to your phone via SMS. If your code has not been filled automatically, please go to your SMS inbox and remember the pin and enter it into the app.You will now be taken to a screen to enter your Personal Information, such as your Name, Email Address, Business Name and Business Type. Here your “Business Name” relates to the name of your given business or shop, and your “Business Type” relates to the field in which your business operates.Next, you’ll be taken to a screen that shows you a video of how CreditBook works and is useful for your business.
Can I set credit limit for my customer?
Of course! When creating a new Customer Account, one of the optional fields in account creation process is to assign a credit limit to your customer. Why do this? We believe it’s important to do so for two reasons:
As a helpful reminder whenever giving credit beyond the limit you have assigned, as you may have had difficulty in collecting a similar amount of credit in the past from that particular customer, and thus warning you not to do the same and create the same hassle a second time.
For anyone who manages your store on your behalf at any point in the day to be aware of how much credit can be extended to any one customer., thus allowing you to do more business while also giving yourself time to relax and take in other activities.
How do I give credit/udhaar to my customer?
After you have created a customer account, you are either taken straight to a personal chat interface or you can access this feature on your dashboard by clicking on your customers name.Thereafter, you have two options at the bottom: “Receive Payment” (in Green) or “Give Payment/Udhaar” (in Red). Click on the “Give Payment” button in Red. Clicking this button will take you to the next screen where you can enter the amount of credit given to the customer and choose the date you have given it to him/her
How do I send a notification of a transaction/entry to my customer?
From your dashboard find the customer you would like to notify on a transaction made, and click on their name. You’ll now be brought to the transaction screen.
Here you can click on the particular transaction/entry you would like to notify your customer about. Once you’ve clicked on the entry, you will see a share icon () to share a transaction with your customer. When you click this button, you’ll be presented with various messaging options (WhatsApp, SMS, Facebook Messenger, Email etc.). We advise you to select a messaging option where your customer is most likely to respond. If your customers have instant messaging tools like WhatsApp and Facebook Messenger use them as they are most effective!