Launch offer: extra 20% off everything with code LAUNCH20 · Instant download
Excel & SheetsNew

Customer Credit Ledger & Payment Tracker

Replace the paper credit register. Record every credit sale and payment; each customer's balance, days since last payment and a ready WhatsApp reminder are calculated for you.

₹149₹349Save ₹200 (57%)
Inclusive of all taxes · One-time payment · Instant download
Extra 20% off with code LAUNCH20 at checkout
Instant downloadOn screen + email
Secure paymentUPI · Cards · Net Banking
7-day helpFix or refund if faulty
Perfect for
Grocery and general storesDairy, pharmacy and hardware shopsWholesalers and service providers
What you get2 × .xlsx (blank + sample)
Works withMicrosoft Excel · Google Sheets · WPS Office
DeliveryInstant download
LicencePersonal & own-business use

Every shop gives credit. Keeping track shouldn't be hard. Record each credit sale and each payment in seconds and always know who owes how much.

Features

  • Running balance for every customer on every entry
  • Days since last payment and automatic Remind / Over limit status
  • Credit limit per customer
  • One-click WhatsApp reminder with the exact amount and your UPI ID (Excel on computer and Google Sheets)
  • Dashboard: total outstanding credit, collected this month and highest balances

Private: your customers' data stays in your own file, not on someone else's server.

What's inside

Everything you get

01

Ledger Entries

Date, customer, type (Credit given / Payment received), amount and note

02

Customers

Up to 300 customers with balance, last payment, days and status

03

Reminders

Ready WhatsApp message link for each customer with dues

04

Dashboard

Total outstanding, monthly collection and top balances with a chart

Files in your download

  • Customer_Credit_Ledger.xlsx349 KB
  • Customer_Credit_Ledger_SAMPLE.xlsx352 KB
How to use

Start in 4 simple steps

A step-by-step guide is also included inside your download.

  1. 1

    Add your shop details

    Name, UPI ID and reminder days

  2. 2

    Add customers

    With WhatsApp numbers and credit limits

  3. 3

    Note every transaction

    Pick the customer and type from dropdowns

  4. 4

    Send reminders

    Click 'Send on WhatsApp' for customers marked Remind

FAQ

Questions about this product

Can I rename the labels?

Yes. Every label, status and the reminder message can be edited.

Does WhatsApp reminder work on phone?

It works in Google Sheets and Excel on a computer; on some phone apps you may need to copy the number instead.

How do I get the files after payment?

A download button appears on screen right after payment, and the link is emailed to you. You can also download again any time from My account.

Can I use it on my phone?

Yes. It works with Microsoft Excel, Google Sheets, WPS Office. Free mobile apps are enough.

What if something does not work?

Write to us within 7 days with your order number. We will fix it, send a working file, or refund you.

Our promiseEvery file is tested before launch. If something doesn't work, we fix it or refund you within 7 days. Refund policy
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₹149₹349