The customer balance app

Polaris includes a read-only app for your customers. The customer signs in with their phone number, a password and your shop’s code — the shop code is why one phone number can belong to several Polaris shops without the balances ever mixing. Inside, they see their own khata: bills, refunds, quotations, loyalty, and 9 views of how they are actually paying you. Nothing else, and nothing they can edit.

The app reads from the same ledger you bill from. Record a payment and that is the balance the customer sees; there is no separate list to update and no second ledger to maintain.

The point is the phone calls. A customer who can check their own balance does not call the shop to ask what they owe, and a balance both sides can see leaves less room for argument when it is time to settle.

For the formal document, the Customer Statement PDF is separate: a period statement with the running balance and aging buckets, shareable over WhatsApp like every Polaris document. The app is for the everyday check; the statement is for sitting down and settling.

What to have ready

• Customers entered in Polaris with their phone numbers.
• Opening balances entered, so the first balance a customer sees is the true one. We enter these with you during onboarding.
• A decision on who gets access first. It earns its keep with regular udhaar customers; a walk-in has no balance to check.

What Polaris handles, and what we do with you

The app, the sign-in, and the live balance are Polaris’s job. Introducing it to your customers is yours, and starting with one regular credit customer is a reasonable first test.

Set it up with us

Message us on WhatsApp and we set up access for your first customer with you, and go through what they see on their side.