Services
KhataBhai for service businesses
You quote, do the work, invoice and then chase the payment. KhataBhai keeps each step in one place so nothing slips.
Sound familiar?
- Quotes and invoices live in different files.
- Monthly customers have to be billed by hand every month.
- Following up on payments takes hours every week.
What KhataBhai gives you
- Quotations and Proforma Invoices
- Services as items, with SAC codes
- Recurring invoices for monthly customers
- Payment reminders and follow-ups on WhatsApp
- Payment links through your own PhonePe, Razorpay or Cashfree account
- Reports on what's billed and what's due
How a day runs
A customer asks for a price
Send a quotation on WhatsApp
Turn it into an invoice when the work is agreed
Record the payment, full or in parts
Reminders follow up on what's still due
Where to start
Choose services when you sign up and KhataBhai suggests these first. Everything else stays one switch away in Settings.
- 1. Quotations
- 2. Recurring invoices
- 3. Payment follow-ups
Store designs for you
Clean Commerce
Calm and search first: a short home page, almost no colour, and plenty of room around everything.
Online Store comes with the Enterprise plan.
Questions
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.
Not quite your business? See other business types.