Start Here
Quick Start 5-Minute Guide
Set up and complete one full sale-to-payment cycle in minutes.
Buttons You Will Use In The App
What To Click
Follow this exact in-app path
Use these as your page and button cues while reading the guide.
Create your workspace and finish the first setup step.
Create your first product with stock, GST, and HSN.
Run one test sale and confirm the invoice flow.
When to Use This
You are using KhataPlus for the first time.
You want to train a new staff member quickly.
Strategic Value
"A clean setup prevents reporting and stock issues later."
Workflow Process
Follow this order
Treat these like the actual buttons and screens you will move through in the app.
UI Reference
Setup Button Area
Capture only the profile save section.
UI Reference
First Invoice Panel
Capture totals and payment mode fields.
Detailed Instructions
Follow these in order while working inside the app.
Create your business profile and save slug.
Step 1Complete this step in the app, then move to the next one.
Add one product with stock, GST %, and HSN.
Step 2Complete this step in the app, then move to the next one.
Add one customer.
Step 3Complete this step in the app, then move to the next one.
Create one invoice for that customer.
Step 4Complete this step in the app, then move to the next one.
Record one payment and verify due balance.
Step 5Complete this step in the app, then move to the next one.
Open reports and confirm sale appears.
Step 6Complete this step in the app, then move to the next one.
Practical Application
Real Scenario
"Sell item for Rs 1,200. Receive Rs 700 now. Pending due should show Rs 500."
Common Gotchas
Skipping product GST setup before invoicing.
Entering payment as a fresh sale.
Not checking reports after first transaction.