How to Create a Customer Statement PDF for Baki

To create a customer statement PDF for baki (selling on credit, paid later), record each due sale and each collection in a digital due book like Tukri, which keeps a running per-customer balance and lets you download a customer statement PDF to share clearly.

In a small shop in Bangladesh, this matters more than many owners expect. A regular customer may say, “I paid last Thursday,” while your staff member remembers a different amount. On paper, that turns into a long argument over dates and half-paid lines. A clear due statement solves that by showing the customer’s running baki history in one place.

What should a proper baki statement include?

A proper baki statement should show the customer’s full due history, not just today’s balance.

At minimum, it should include:

• Customer name or identifier
• Each sale made on due
• Each payment collected against that due
• Dates of each entry
• The running balance after every transaction
• The current total the customer still owes

Shop owners commonly find that confusion starts when the statement shows only a final number. A customer wants to know: when was the due created, how much was later paid, and what is still left? Tukri’s digital due book works like a paper tali khata, but the entries stay organized per customer, and you can download a customer statement PDF when you need a clean record.

This is especially useful when:

• a family buys groceries on baki throughout the month
• a pharmacy customer clears dues after salary day
• your staff sells on due while you are away from the shop
• you need to send the same due statement over WhatsApp or discuss it on a call

How do I create a customer statement PDF in Tukri?

You create a customer statement PDF in Tukri by first keeping the customer’s due ledger up to date, then downloading that customer’s statement.

Here is the practical workflow:

1. Create or select the customer Keep each regular buyer under one customer profile so their dues do not get mixed with someone else’s.

2. Record every sale-on-due correctly When a customer takes goods without paying in full, record the sale in the digital due book. If they pay part now and part later, Tukri can split the payment across cash, card, bank, mobile-banking and Due in one sale.

3. Record every collection against that customer When the customer pays later, enter the collection so the balance comes down correctly. This matters at closing time, when the cash in hand should match what was actually collected.

4. Open the customer’s due ledger Review the entries briefly before sharing. If a shop has been using a paper khata and a digital khata at the same time, this check helps catch missed payments.

5. Download the customer statement PDF Tukri lets you download a customer statement PDF for that customer’s due history.

6. Share it with the customer You can send a due reminder over SMS or WhatsApp, or tap to call the customer and confirm the balance while both of you look at the same statement.

The main benefit is clarity. Instead of saying, “Your baki is around this much,” you can share a proper baki statement with dated entries.

When is a paper tali khata enough, and when is a digital statement better?

A paper khata is fine for a very new or very small shop with a handful of regular due customers. Once customer count grows, or staff start handling sales, a digital statement becomes much safer.

Here is the practical difference:

Many owners keep using paper longer than they should because it feels familiar. That is understandable. But once you are checking multiple pages to answer one customer, or once two staff members write dues differently, the notebook stops being “simple” and starts costing time.

How do I share a due statement clearly on WhatsApp?

To share a due statement clearly on WhatsApp, send the customer statement PDF after checking that all sales and collections for that customer are entered.

A few practical habits help:

• share one customer’s statement at a time, not a screenshot of many accounts
• check that today’s collection has already been recorded before sending
• if the customer disputes an amount, go line by line by date
• use the PDF instead of sending a photo of a handwritten page
• if needed, call the customer while the statement is open on both sides

In busy neighbourhood shops, this reduces awkward back-and-forth. A clean baki statement feels less personal and more factual. The customer can see whether the balance came from several small due purchases or one larger unpaid sale.

What mistakes make customer dues reports unreliable?

Customer dues reports become unreliable when the shop records only sales but misses collections, mixes customers, or keeps some entries outside the system.

The most common mistakes are:

• recording a due sale under the wrong customer
• taking a repayment in cash but not entering the collection
• using one profile for multiple family members without any rule
• keeping some dues in paper and some in the app
• editing from memory at month-end instead of entering daily

In a busy মুদি shop at closing time, the risky habit is “I will update it later.” Later usually means a forgotten payment, and that turns into a trust problem. A digital khata works best when every due sale and every collection is entered immediately.

Tukri also helps because the due book sits alongside the rest of daily shop work. A sale can be partly paid now and partly marked Due, and the owner can see a total of how much customers owe overall. That keeps the due book connected to real shop cash movement instead of becoming a separate notebook no one fully trusts.

Why does a PDF statement help collect overdue baki?

A PDF statement helps collect overdue baki because it gives the customer a clear, dated record of what was sold, what was paid, and what remains due.

That changes the conversation. Instead of a vague reminder, you are sharing a due statement the customer can review. Tukri also lets you send a due reminder over SMS or WhatsApp and tap to call the customer. For many small shops in Bangladesh, that is the point where dues stop feeling messy and start becoming manageable.

If your shop has only two or three trusted due customers, paper may still work. But if you regularly sell on baki, need a customer dues report, or want to share a clear statement without arguments, Tukri is a practical step up from a handwritten tali khata.