# Manage Khata customer credit

To manage Khata customer credit, start with customer access and a confirmed customer identity before changing profile, credit, points, or promotions. In Admin, search credit accounts, review balance and limit, record payment, and record adjustment. Collect only necessary customer data and verify consent, balances, eligibility, and expiry before changing credit, loyalty, or promotions.

Canonical URL: https://admin.tajergo.ae/help/articles/admin/khata-credit/
Article ID: khata-credit
Surface: Admin
Category: Customers and loyalty
Last reviewed: 2026-09-06

## Before you start

- Customer access and a confirmed customer identity before changing profile, credit, points, or promotions
- Search first to avoid duplicate customers and verify branch, dates, balances, and limits

## Record a payment or adjustment

1. Open /khata, find the correct customer, and verify identity, branch, balance, and limit.
2. Enter the displayed amount, date, and reason, submit once, then verify the ledger entry and resulting balance.

## Decide a pending request

1. Open /khata/approvals or /khata/overrides and select one pending request.
2. Verify customer, requested limit or override, branch, reason, and evidence, then approve or reject once.

## Review aging

1. Open /khata/aging, set the aging date and branch, and expand the relevant bucket.
2. Verify overdue amounts against the customer ledger before follow-up.

## Read a customer statement

1. Open /khata/statement/:id for the intended customer and confirm the statement period.
2. Review entries and balance as read-only evidence; make corrections from the supported ledger workflow.

## Expected result

Payments and adjustments create a traceable ledger entry and updated balance for the verified customer. Approval and override decisions show their final status, while aging and statements remain read-only representations of recorded credit activity.

## Permissions

- Khata accepts customers.read or admin.read; approvals and overrides require customers.admin or admin.admin; aging accepts reports.read or customers.read; statement requires customers.read.

## Troubleshooting

### A payment or adjustment has no final ledger entry.

Do not resubmit until the customer statement and current balance are checked. Verify customer, amount, date, reason, branch, and prior status; send Support only safe account and transaction references.

### An approval or override cannot be decided.

Open the exact pending request and verify requested limit, scope, reason, and current status. Stop if the request is no longer pending or evidence is incomplete; never grant broader access than requested.

## Related articles

- [Manage customer records](https://admin.tajergo.ae/help/articles/admin/customers.md)
- [Manage the loyalty program](https://admin.tajergo.ae/help/articles/admin/loyalty.md)
- [Create and manage promotions](https://admin.tajergo.ae/help/articles/admin/promotions.md)