Credit Customer Management: Keep Udhaar Records Digitally

Credit Customer Management: Keep Udhaar Records Digitally

Managing credit (or "udhaar") in a medical store can get complicated — especially when records are kept manually in notebooks or diaries. Missed follow-ups, lost entries, and customer disputes can cost your pharmacy both money and trust.

With Pharma24*7’s Credit Customer Management, you can digitally manage all credit transactions, track outstanding amounts, and remind customers — all from one smart dashboard.

 

Why You Need Digital Udhaar Management

Traditionally, pharmacies offering medicines on credit rely on handwritten records. But this leads to:

  • 📒 Misplaced or incorrect entries
     
  • 📞 Missed follow-ups for payments
     
  • 🧾 Incomplete or unclear bills
     
  • 💸 Growing unpaid dues without alerts
     

Pharma24*7 eliminates all of that with a simple, secure, and digital solution.

 

Key Features of Credit Customer Management

 

✅ Customer-Wise Credit Tracking

Every credit sale is tagged to the customer profile, with running balances visible in real-time.

 

✅ Automatic Ledger Creation

No manual updates needed — the system automatically maintains a digital ledger for each customer.

 

✅ Due Payment Alerts

Set due dates and send reminders to customers via SMS or WhatsApp to collect payments on time.

 

✅ Billing with Udhaar Option

Easily switch between cash and credit mode during billing — with all GST and tax info intact.

 

✅ Credit Limit Controls

Set custom credit limits for each customer to avoid over-extension.

 

✅ Easy Report Generation

Generate credit-wise, date-wise, or customer-wise reports for reviews, audits, and collection planning.

 

How It Works

Step 1: Create or select a customer profile during billing
 Step 2: Choose "Credit" as the payment mode
 Step 3: The system records the amount as udhaar and updates the ledger
 Step 4: Track balances and due dates from the dashboard
 Step 5: Send payment reminders and update received payments anytime

 

Why Customers Love It Too

  • 📩 Transparent Billing – Digital receipts via SMS or WhatsApp
     
  • 🧾 Track Outstanding Amounts – Customers can verify their balance
     
  • 🕒 Flexible Payments – Encourages repeat visits and long-term loyalty

     

Benefits for Pharmacies

  • 💼 Better financial control
     
  • 💰 Faster collections and fewer defaults
     
  • 🧠 No memory-based udhaar tracking
     
  • 📈 More repeat customers and improved relationships
     
  • 🧾 Accurate GST reports with credit billing included

     

Perfect For:

  • Independent Retail Pharmacies
     
  • Local Medical Stores with loyal customers
     
  • Hospital Dispensaries offering delayed billing
     
  • Chain Stores managing regular patients on credit
     

If you’re offering any kind of credit — Pharma24*7’s Credit Customer Management is your digital udhaar bahi-khata.

 

Upgrade Your Pharmacy’s Udhaar System

📧 Email us: inquiry@pharma247.in
📞 Call us: +91 908111247
🌐 Visit us: https://pharma247.in

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