Question 1

How do I create a Khata Tracker account?

Accepted Answer

You can sign up from the website or app using your mobile number or email, then complete your business profile inside the app. If you need help during setup, contact support.

Question 2

Can I log in with my mobile number or email?

Accepted Answer

Use the login option shown in your app version. If both mobile and email login are available, choose the one linked to your account.

Question 3

What should I do if I forget my password?

Accepted Answer

Use the Forgot Password option on the login page and follow the reset steps. If you do not receive the reset message, check the entered mobile number or email and try again.

Question 4

Where can I update my business details?

Accepted Answer

You can check this from the account, business profile, or settings section in the app. Update details carefully because they may appear on invoices and reports.

Question 5

How can I compare Khata Tracker plans?

Accepted Answer

Visit the pricing page to compare available plans and features. Choose the plan based on your business size, users, devices, and reporting needs.

Question 6

Can I upgrade my plan later?

Accepted Answer

If plan upgrades are available for your account, you can manage them from the subscription section in the app. Contact support if you are unsure which plan fits your business.

Question 7

Which payment methods can I use for subscription payment?

Accepted Answer

Available payment methods may vary by checkout and region. You can see the supported options on the payment screen before completing the purchase.

Question 8

Where can I find my subscription invoice or receipt?

Accepted Answer

Check the subscription or billing activity section in the app if it is available in your plan. If you cannot find it, contact support with your registered account details.

Question 9

How do I add a new customer?

Accepted Answer

Open the Customers section and add the customer name, phone number, address, and other useful details. You can update the customer profile later if needed.

Question 10

Can I track customer pending payments?

Accepted Answer

Yes. Customer balances and transaction history can be checked from the customer ledger or reports area. Use this to follow up on unpaid invoices and credit sales.

Question 11

Can I import customers in bulk?

Accepted Answer

If bulk import is available in your app version, use the bulk import customer option and follow the template instructions. Review imported data before using it for billing.

Question 12

Where can I see a customer's full transaction history?

Accepted Answer

Open the customer profile or customer report to review sales, payments, returns, and outstanding balances. Use date filters where available for a cleaner view.

Question 13

How do I add a supplier?

Accepted Answer

Go to the Suppliers section and enter the supplier name, phone number, GST details if needed, and address. Keeping supplier details updated makes purchase tracking easier.

Question 14

Can I track how much I owe suppliers?

Accepted Answer

Yes. Supplier balances can be checked from supplier ledgers and supplier reports. Record purchases and payments regularly so payable amounts stay accurate.

Question 15

Can I bulk import suppliers?

Accepted Answer

If the option is available in your app, use bulk import suppliers and follow the required format. Check the imported records once before creating purchases.

Question 16

Can I create and share invoices with customers?

Accepted Answer

Yes. You can create sales invoices and share, print, or download them based on the options available in your app. Review customer, item, tax, and payment details before saving.

Question 17

Can I edit or cancel an invoice after saving it?

Accepted Answer

You can check available actions from the invoice view or sales list. If editing is restricted for accounting reasons, create the correct return, credit note, or adjustment as supported.

Question 18

Can I create GST invoices?

Accepted Answer

If GST billing is enabled for your business setup, add GST details to your business, customers, and items where required. Check the invoice preview before sharing it.

Question 19

How do I record a sales return?

Accepted Answer

Use the Sales Returns or Credit Notes section if available for your workflow. Enter the original sale details carefully so stock and customer balances can be updated correctly.

Question 20

How do I record a purchase from a supplier?

Accepted Answer

Open Purchases, select the supplier, add items, quantities, prices, and taxes if applicable, then save the bill. Recording purchases helps keep supplier balances and stock updated.

Question 21

What is the difference between a purchase order and a purchase?

Accepted Answer

A purchase order is usually a request or plan to buy items, while a purchase records the actual supplier bill. Use the flow that matches your business process.

Question 22

Can I record items returned to a supplier?

Accepted Answer

Use Purchase Returns or Debit Notes if those options are available in your app. Enter returned quantities and values carefully so stock and supplier balance stay correct.

Question 23

Can I track cash and bank payments separately?

Accepted Answer

Yes. Record transactions with the correct payment mode wherever available. The Cash & Bank section and related reports help you review money received and paid.

Question 24

Where can I check today's cash position?

Accepted Answer

Check Cash & Bank or the daybook report for daily cash movement. Make sure sales, purchases, expenses, and payments are entered before comparing totals.

Question 25

What if I selected the wrong payment mode?

Accepted Answer

Open the related transaction and check whether editing is available. If it is locked, record the proper correction or contact support for guidance.

Question 26

How do I record a business expense?

Accepted Answer

Go to Expenses, choose the expense item or category, enter the amount, payment mode, date, and notes, then save it. Regular expense entry keeps profit reports more useful.

Question 27

Can I create expense categories?

Accepted Answer

Yes, if category management is available in your app. Create clear categories such as rent, salary, transport, utilities, or marketing so reports are easy to understand.

Question 28

Do expenses affect profit and loss reports?

Accepted Answer

Expenses usually help calculate net profit when reports include them. For accurate profit reports, enter expenses with the correct date and category.

Question 29

How do I add products and opening stock?

Accepted Answer

Open Items, add the item name, unit, sale price, purchase price, tax details if needed, and opening stock. Review stock quantity before you start billing.

Question 30

Does Khata Tracker support low-stock tracking?

Accepted Answer

You can use stock reports and low-stock options where available to find items that need restocking. If alerts are enabled in your app version, set suitable thresholds for important items.

Question 31

Does stock update when I record sales and purchases?

Accepted Answer

Stock can update from sales, purchases, returns, and item adjustments depending on your setup. Check the stock summary or item report to confirm current quantities.

Question 32

Can I bulk import items?

Accepted Answer

If item bulk import is available, use the import option from Items and follow the required template. Clean item names, units, prices, and stock quantities before importing.

Question 33

Can I export reports in PDF or Excel?

Accepted Answer

Many reports can be viewed, filtered, and exported if the option is available in your app. Use date filters before exporting so your accountant gets the right period.

Question 34

Which reports help me understand business performance?

Accepted Answer

Start with sales, purchase, stock summary, cash-bank, expense, and profit-loss reports. Together they give a practical view of revenue, cost, stock, and cash movement.

Question 35

Can I filter reports by date?

Accepted Answer

Most business reports support date-based review. Select the correct start and end date before checking totals, sharing reports, or comparing periods.

Question 36

Which devices can I use Khata Tracker on?

Accepted Answer

Khata Tracker works on desktop, tablet, and mobile browsers. You can also download our mobile app for the best on-the-go experience.

Question 37

Can I switch to a new phone or computer?

Accepted Answer

Log in on the new device with your registered account. If device limits apply to your plan, you may need to manage devices or contact support.

Question 38

Why am I seeing a device limit message?

Accepted Answer

Some plans may limit the number of active devices. Review your plan and device settings if available, or contact support if you need access on more devices.

Question 39

Can I add staff users to my business account?

Accepted Answer

If staff users are included in your plan, you can invite team members from staff or role management settings. Give each person access only to the sections they need.

Question 40

Can I control what each team member can access?

Accepted Answer

Role-based permissions may be available depending on your plan and app version. Use roles to limit access to sales, inventory, reports, settings, or other areas.

Question 41

How do I remove a staff user?

Accepted Answer

Open staff management and check the available edit, deactivate, or remove option. Review access before removing a user, especially if they handled sales or inventory.

Question 42

Is my business data backed up?

Accepted Answer

Khata Tracker is designed to keep your business data available after login. For exact backup and restore behavior, check support guidance or contact the team.

Question 43

What happens if I lose my phone?

Accepted Answer

Install or open Khata Tracker on another supported device and log in with your registered account. If you suspect unauthorized access, change your password and contact support.

Question 44

Can I delete my account and data?

Accepted Answer

You can review the account deletion instructions on the website. Follow the listed steps carefully, because deleted data may not be recoverable.

Question 45

What should I do if the app is not loading?

Accepted Answer

Check your internet connection, refresh the page, update the app if needed, and try again. Contact support if the issue continues.

Question 46

What should I do if I do not receive an OTP or reset message?

Accepted Answer

Check the mobile number or email entered, wait a short time, and try resend if available. Also check spam or blocked messages, then contact support if it still fails.

Question 47

Why do my report totals not match what I expected?

Accepted Answer

Check date filters, payment modes, deleted or edited entries, returns, and missing expenses. If totals still look wrong, contact support with screenshots and report details.

Frequently Asked Questions