Moxpal Khata Documentation

Your complete guide to managing accounts, collections, customers & digital khata operations.

Popular: User Guide | API Docs

User Documentation

Getting Started Guide

Beginner-friendly guide to start using the Moxpal Khata digital account & collection system.

  • System login and basic setup
  • Creating customer profiles
  • Understanding dashboard & menus
  • Adding first khata/ledger entry
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User & Staff Management

Manage staff accounts, permissions, security and branch allocations.

  • Create & manage staff/agent accounts
  • Role-based permission control
  • Branch-wise access management
  • Activity logs & monitoring
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Khata & Ledger Entry Manual

Detailed guide to managing customer khata entries, dues, and daily collections.

  • Adding credit/debit khata entries
  • Customer outstanding & dues management
  • Daily/weekly collection process
  • Auto-generated statements & receipts
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Reporting & Analytics Guide

Generate reports and analyze customer activity & collection performance.

  • Customer ledger reports
  • Collection summary & agent performance
  • Downloadable PDFs & Excel exports
  • Dashboard widgets & analytics
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Technical Documentation

API Documentation

Complete API reference for integrating with the Moxpal Khata digital account & ledger system.

  • REST API endpoints for customers, khata entries & collections
  • Secure token-based authentication
  • Request/response formats (JSON)
  • Error codes, exceptions & validation rules
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Database Schema

Structured documentation of the Moxpal Khata database.

  • Customer, Khata, Ledger, Collection & User tables
  • Field definitions & relationship mappings
  • Indexes for fast search & reporting
  • Backup/restore procedures & migration notes
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Security Implementation

Security standards for protecting customer data & transactions.

  • Role-based access control
  • Encrypted data storage
  • Audit logs & activity tracking
  • Incident response guide
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System Administration

Setup, maintenance & troubleshooting guide.

  • System configuration & environment setup
  • Backup, restore & version control
  • Monitoring server performance
  • Troubleshooting steps
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Video Tutorials

System Overview

Introduction to Moxpal Khata Digital Account System

Moxpal Khata Overview Tutorial

Learn the full interface & navigation.

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Khata & Ledger Entry

Daily customer entry workflow

Khata Entry & Ledger Management

Step-by-step ledger & customer updates.

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Collections & Reports

Daily collection & analytics system

Collections & Analytics Dashboard

How to record collections & create reports.

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Integration Guides

Moxpal Field App Integration

Integrate the Moxpal Mobile App for real-time synchronization.

  • Real-time sync of daily collections
  • Customer auto-update
  • Offline mode collection
  • Branch → Agent → Customer mapping
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SMS & WhatsApp Notification API

Send automated payment reminders & alerts.

  • SMS API setup
  • WhatsApp automation
  • Payment reminder templates
  • Notification logs
View Guide

Ledger & Accounting Integration

Connect with accounting systems.

  • Daily ledger sync
  • Customer balance auto-update
  • Excel/Tally export
  • Branch account statements
View Guide

Partner & Distributor Integration

Sync customer & collection data with partner systems.

  • Partner → Moxpal sync
  • API import/export
  • Daily reconciliation
  • Secure authentication
View Guide

Need Technical Support?

Our technical support team is available to assist you with system setup, khata integration, and technical issues.

Email: support@moxpal.com
Phone: +91 9166277283
Monday to Saturday — 09:00 AM to 06:00 PM

Contact Technical Support