Quick Setup: Get Your Business Live

Create your Khata Tracker account, configure your business profile, and start recording transactions in under 10 minutes.

Step-by-step guide

1. 1

   Create your account

   Download the Khata Tracker app from the Play Store, App Store, or visit the web dashboard at app.khatatracker.com. Sign up with your mobile number or Google account. A one-time OTP verifies your identity and creates your profile securely.

2. 2

   Set up your business profile

   Open Business Profile from the profile or business switcher area at the top of the dashboard. Fill in your business name, address, GSTIN (if applicable), and logo. This information automatically appears on all invoices and reports you generate, giving your documents a professional look.

3. 3

   Choose your business type

   Select the industry that best matches your business — retail, wholesale, restaurant, services, or manufacturing. Khata Tracker customises default tax rates, unit types, and workflow shortcuts based on your selection to save you time.

4. 4

   Configure tax settings

   Set your business currency and country details in Business Profile. Khata Tracker shows applicable tax and invoice options based on the selected currency or region. For Indian businesses, GST-related fields may appear where applicable.

5. 5

   Add your first product or service

   Go to Inventory > Items and tap "Add Item". Enter the product name, selling price, tax rate, opening stock quantity, and a reorder threshold. Your catalog is now ready for billing and purchase entries.

6. 6

   Record your first sale

   Go to Sales > Sale Invoice and click Create Sale Invoice. Select a customer, add items from your catalog, and click Save. Khata Tracker will generate a professional PDF invoice that you can share via email or WhatsApp directly from the app.