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Services

Run your service business, from quotation to payment.

You quote, do the work, invoice and then chase the payment. KhataBhai keeps each step in one place so nothing slips.

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A service technician going over a job with a customer

Recurring invoice

Sharma Residency · AMC

Sample
₹2,500 every month
Next invoice on 1 Nov
October invoice unpaid: reminder sent on WhatsApp
A service technician going over a job with a customer

Sound familiar?

What services owners tell us, and how KhataBhai handles each one.

Quotes and invoices live in different files.
KhataBhai: Send a quotation or Proforma Invoice and turn it into the invoice when the work is agreed.
Monthly customers have to be billed by hand every month.
KhataBhai: Set up a recurring invoice once and it's created on schedule.
Following up on payments takes hours every week.
KhataBhai: See who owes what and since when, and send reminders and follow-ups on WhatsApp.

Quotes, invoices and monthly billing

Services are items too, with SAC codes and no stock to manage.

  • Quotations and Proforma Invoices
  • Recurring invoices for monthly customers
  • Switch off inventory if you don't need it
Invoices list with paid and unpaid invoices, totals and amounts pending

A normal day in KhataBhai.

  1. 1

    A customer asks for a price

    Your customer
  2. 2

    Make a quotation for the customer

    You
  3. 3

    Turn it into an invoice when the work is agreed

    You
  4. 4

    Record the payment, full or in parts

    You
  5. 5

    Send a reminder for what's still due

    You

Getting started

Sign up with your phone number and add your items. For a services business, most owners start with Quotations, Recurring invoices and Payment follow-ups, and turn on the rest when they need it.

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  1. Sign up with your phone number

    On the web or on WhatsApp. You confirm with a code sent on WhatsApp, no password.

  2. Add your items and customers

    One by one, or import an Excel or CSV file. Add opening balances too.

  3. Create your first invoice

    On the web or by message. Share the PDF on WhatsApp.

  4. Turn on your Online Store

    Pick a design, choose delivery or pickup and share your link. Online orders land in the same records.

FAQ

Questions, answered.

More in the help centre, or ask us on WhatsApp.

Do I need stock or inventory?

No. Services work without stock, and you can switch off inventory entirely.

Can I bill a customer every month automatically?

Yes. Set up a recurring invoice and it's created on schedule.

Is there a job card or work order?

Not yet. Use a quotation for the work agreed and an invoice when it's done.

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