A shop khata has two directions. Customers take goods and pay later. Suppliers give you stock and you pay later. If both live in one notebook column, you spend time asking “wait, is this pending for me or for them?”
BahiQo keeps one ledger engine and two lists: customers and suppliers. You switch between them on the home screen. This article is about when to use which list, and the fields that confuse people on day one.
You’ll get and You’ll give
You’ll get is receivable: customers (and similar parties) still owe you. You’ll give is payable: you still owe suppliers. The dashboard shows those totals separately so a busy morning doesn’t hide a supplier bill behind a large customer outstanding.
The filters on the ledger home follow the same idea. You can look at You’ll get, You’ll give, or Settled instead of scrolling a mixed list. Search works on name or mobile when you remember only one of the two.
One person, two roles
It is common for a wholesaler to also buy from you, or for a contractor to both take material and supply labour. In the app, that is two records. Same mobile number can exist on both sides because the running totals mean opposite things.
If you put both directions on one customer, every You Gave and every payment fights over a single outstanding. The statement you share will not match what you meant. Two records take a minute to create. Untangling one mixed account later takes longer.
What to fill when you add a party
Name is enough to start. Mobile helps when you search, send a reminder, or share a statement and want the right person. A photo is optional. Use it if you have many similar names.
Opening balance
Opening balance is “already pending on the day you add them”. It is not today’s sale. If your paper book says this customer owes 18,400, put 18,400 there, then record new credit and payments as they happen.
If you leave it at zero because you want a “fresh start”, the app will look settled while the real shop is not. That only works if you have truly written off the old amount and both sides agree.
Due date
A due date is a reminder for you, not a legal notice generated by the app. Put it when you actually have a date — weekend collection, the 10th of the month, after a festival. If you don’t have a date, skip it. A random due date on every party makes the “due” list noisy, and you stop trusting it.
The dashboard can highlight due customers. That is useful only if the dates you entered are real.
Staff and more than one business
You can add staff to a business so someone at the counter can record entries without owning the whole account. You can also keep more than one business and switch. Use that when the shops are truly separate — different names, different parties — not as a way to hide a messy list.
Agree on naming. “Sharma Store” and “Sharma” and “R. Sharma” become three khatas for one door if three people type three versions.
Mistakes to avoid
- Adding a supplier as a customer because the add button was already open on the customer list.
- Using notes as a second ledger (“paid 2k, remaining 9k”) while also entering amounts. The amount fields are the ledger. Notes are memory.
- Changing opening balance later to “fix” a wrong entry. Fix the wrong You Gave or payment instead, so the statement still reads as a history of events.
Takeaway
Customers and suppliers are the same kind of book, pointing opposite ways. Keep them on the right list, set opening balance from the old book once, and only put due dates you mean to act on.
For the meaning of each button, see You Gave and Payment Received. To put the first party in, use how to start using BahiQo.