Wasoolo Udhaar Khata App: Complete Course
Learn the free Wasoolo udhaar khata app from the first screen to the last feature. 17 short classes, recorded fresh in 2026, in the order a shopkeeper needs them: customers, khatas, qist plans, stock, expenses and suppliers.
Watch in this order
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1
Add a customer and customize the page
Add your first customer in Wasoolo and set up the customer page the way you like. Turn off the fields you never use, add your own fields, put customers into groups and set an opening balance.
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2
Cash and bank accounts
Open the Cash & Bank section and add your shop's cash and bank accounts. Record money in and money out, and see why one digital khata beats a paper register. Also: how to customize the related PDF documents.
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3
Create a new khata: full payment and credit
Every sale is either paid on the spot or goes on udhaar. Build both kinds of khata from zero: pick the customer, choose the type, add products with quantity and rate, and save.
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4
Create an installment (qist) khata
Set the total amount, the advance, the number of payments and whether they are weekly or monthly. Wasoolo builds the full qist schedule with every due date for you.
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5
Find any customer and view their khata and profile
Search a customer by name or phone number from anywhere in the app. Learn the difference between the khata page, which holds the money, and the profile page, which holds the details.
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6
Invoices, receipts and statements
Make a sale invoice, a receipt for one entry and a full khata statement as a PDF. Then customize each one so the paper shows your own shop, not a plain template.
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7
Customer groups, sorting and filters
Learn what a customer group and a khata group are, and how both save time every day. See the whole group's balance in one place and message every member with one tap.
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8
Export the recovery list
Go through every export option on the Khatas screen: which khatas print, which columns, PDF or Excel. Then build a wasooli calling list you can hold in your hand every morning.
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9
Today's calling list
Wasoolo builds today's calling list from every khata that is late or due. Choose how far ahead to look and call the customer straight from the app.
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10
Manage and record loans
Loans stay separate from your customer khata. Make a loan profile, add money given, money taken and each repayment, and download a PDF.
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11
Folders and products (stock)
Make folders for your item groups, even a folder inside a folder. Add products with a photo, sale rate, unit, item code, barcode and stock.
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12
Add new stock (Stock In)
Pick the supplier, add the items, enter how many came in and what you paid per unit. The stock count goes up and the supplier balance is recorded in the same entry.
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13
Bulk stock importer
Bring your whole stock list from any other app into Wasoolo with one file. Fill in the sample Excel file, or let an AI convert your export, then upload.
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14
Search, labels, filters and product profile
Find any product in a second, print price and barcode labels, filter the list your way and open the product profile of every item.
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15
Add a counter sale
A counter sale is a walk-in cash sale with no customer to save. Open the Counter sales page, add items or type a service line by hand, and finish the sale.
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16
Write expenses
Record every shop expense on your phone: rent, electricity, tea, transport and more. Each expense is saved with its category and the account it was paid from.
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17
Supplier khata: purchases, payments, returns and statements
Record purchases, payments, returns and supplier statements. Wasoolo keeps the supplier balance right after every entry.
