Sharing & data
Multi-device sync and offline billing
The phone is the source of truth at the moment of sale, and the server is told afterwards. That ordering is the whole design: a bill finishes because the phone says so, not because a network did.
Before you start
- One Khata account. Staff get their own logins rather than sharing yours.
Setting it up
Each step says who does it, so you are never looking for a screen that does not exist.
- 1
Sign in on each device
YouPhone, tablet, and the dashboard if you have access to it. They read and write the same account.
- 2
Give staff their own logins
YouCreate each staff member with their own permissions. An entry then carries a name, and you can disable one account the day somebody leaves without changing anyone else's.
- 3
Offline work queues and syncs
AutomaticWith no connection the app keeps billing, taking payments and moving stock, storing everything on the device. It sends up when the signal returns.
- 4
Duplicates are guarded on sync
AutomaticA bill raised offline carries an identity of its own, so a retry or a flaky connection cannot post the same sale twice.
What moves, and in which direction
- Device → server
- Bills, payments, stock moves and expenses, as they happen or when the connection returns.
- Server → device
- Everything other devices on the account have recorded.
How to know it worked
- Put the phone in aeroplane mode and raise a bill. It should complete normally.
- Turn the connection back on and check the bill appears on a second device.
What this does not do
- The web dashboard and staff portal need a connection — offline is a mobile-app capability.
- Sync is not backup. Devices agree with each other, and a deletion syncs too.
- Two people editing the same record at the same moment is last-write-wins, not a merge.
When it does not work
- A bill raised offline has not appeared elsewhere.
- Open the app on that device with a connection. Queued work syncs when the app is open, not while it is closed.
- Two devices disagree.
- Open both with a connection and let them settle. If they still disagree, tell us what each shows — that is a bug, not a setting.
Common questions
Other integrations
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