HishabPati's customer support is open:
Archives: Faqs
How to delete a wrong transaction?
To delete a wrong transaction using the mobile app:
- Open the list of transactions (purchase, sale, all) from the menu.
- Now, for the transaction you want to delete, tap on the three-dot icon on the right side.
- From here, select the "Delete" option. Confirm the delete, and the transaction will be deleted.
To delete a wrong transaction using the web app:
- From the list of transactions, tap on the delete icon on the right side of the transaction you want to delete.
- Confirm the delete, and the transaction will be removed.
How can I clear the 'Cash In Hands' to zero?
To clear the 'Cash In Hands' to zero in HishabPati, you must reset your account. But remember, caution is important in account reset!
Caution: When you reset your account, all your data will be permanently deleted. This means there will be no way to recover any previous data once the account is reset. Therefore, it is essential to think carefully before proceeding with the reset.
If you still wish to reset your account and set the "Cash In Hands" to zero, follow these steps:
- First, tap on the menu icon on the left side of the app. Here, you will find the 'Utilities' option. Select the 'Reset Account' option from the 'Utilities' menu.
- Now, you will see the 'Reset Account' screen. You will receive a caution message asking, "Do you want to delete all data and start fresh?"- Read this warning message carefully.
- Once you are sure about resetting the account, tap on the "Reset Account" button.
- A pop-up related to the account reset will appear. Read the warning message carefully and click the "I agree" or "OK" button after making sure.
- By tapping "OK," you will receive an OTP (One-Time Password) on your phone number for final verification.
- Enter the OTP and complete the verification by filling out the form.
- The entire account reset process will take some time.
- When the account reset is complete, you will see a new and fresh dashboard. Your account has been successfully reset!
Account Reset Done! Now, on your dashboard, the "Cash In Hands" will be displayed as zero.
Warning: Resetting your account will permanently delete all your account data. You will never get this data back!
In HishabPati what tasks can a salesman perform?
The salesman will have access to the following tasks:
- The salesman can access and edit sales, sales returns, and outstanding transactions in order to conduct these transactions.
- By default, the salesman will not have access to view purchase prices while making sales. However, the owner can grant access if desired.
- The salesman will not have access to view sales reports by default, but the owner can grant access if desired.
How can a user be added in HishabPati?
To add a user in HishabPati, follow these three simple steps:
- Ask the person you want to add as a user to download the app and register using their own mobile number.
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After they've registered, you can add them as a user from your account. In this case:
If you want to add from the Web App:Go to the 'Users' page from the app's menu and add a new user.
If you want to add from the Mobile App: You can add a new user by going to the 'Users' page from the app's menu. - Once added, the user can log in to their account. They will see a switch button like in their account.
- The image below shows where the web app switch button can be found:
- The image below shows where the mobile app switch button can be found:
- By clicking this button, they can switch between your organization and their own user account. This way, they can work on your organization's accounts whenever needed.
What types of users can be added in HishabPati?
In HishabPati two types of users can be added:
- Manager
- Salesman
Which package includes the multiple-user feature?
The multiple-user feature is included in the Business package.
