Daily Delivery Entry, Returns & Payments
Comprehensive guide to logging daily full jar deliveries, quick empty jar returns, bulk route entries, cash, UPI payments, and monthly billing.
Logging daily jar deliveries in PaniHisab automatically calculates live stock, tracks empty jar balances at customer premises, updates cash/UPI ledgers, and generates 1-click WhatsApp monthly invoices.
1. 3-Line Compact Top Header Layout
The Daily Entry screen features an ultra-efficient 3-line header designed for maximum speed on mobile devices:
Line 1: Date Navigator & Quick Actions
Clean Date Navigator in < TODAY 13-08-2026 📅 > format for 1-tap date switching, plus Quick Action shortcuts.
Line 2: Full-Width Search Bar
Instant search box to locate any customer by name, mobile number, or address in real-time.
Line 3: 3 Direct Dropdown Filter Columns
2. Ultra-Compact Customer Cards & 1-Tap Jar Logging
Customer delivery cards are optimized for high density (7–8 cards visible at once on mobile without scrolling):
- 1-Tap 44x44px Jar Count Badge: Tap + or - on the bold 44x44px jar counter badge to instantly log delivered full cans (1, 2, 3...) in 1 second.
- Colony Group Color Badges: Display custom group tags directly under the customer name for quick visual identification.
- Return Empty Cans Button: Log collected empty cans and update unreturned jar ledgers.
- Collect Cash / UPI Payment: Record cash or UPI collections on the spot or leave for monthly settlement.
3. Quick Empty Jar Return (1-Tap Deposit Return)
When a customer or delivery driver collects empty water cans without delivering new full jars, use the Quick Jar Return feature:
- Tap 'Return Cans' Button: On any customer card in Daily Entry, tap the Return Cans (📦) action button.
- Enter Empty Count: Select how many empty cans were returned (e.g. 2 empty cans collected).
- Instant Ledger Update: Tap Save Return. PaniHisab immediately reduces the customer's unreturned jar balance in real-time without adding any bottle delivery charges to their monthly bill!
4. Cash, UPI & Monthly Payment Settlement
PaniHisab flexible payment tracking supports on-the-spot payments as well as month-end settlements:
Spot Cash Payment
When a customer pays cash upon delivery (e.g., ₹150 cash for 5 jars), select Cash as the payment mode. The cash amount is logged to your daily cash collection report.
UPI Online Payment (GPay, PhonePe, Paytm)
When a customer pays via GPay, PhonePe, Paytm, or scans your shop UPI QR code, select UPI. Enter the transaction ID or amount to credit online collection.
Monthly Credit (Udhaari) Settlement
For regular monthly customers who pay at the end of the month, select Credit / Monthly Bill. The delivery amount is automatically added to their running monthly account tab and included in their 1-click WhatsApp PDF invoice on the 1st of next month.
Daily Entry Methods Summary
Quick comparison of daily entry methods:
| Entry Method | Best Used For | Key Inputs | Payment Handling |
|---|---|---|---|
| Detailed Delivery Entry | Individual single customer drop | Full Jars + Empty Jars + Cash/UPI | Cash, UPI, or Credit |
| Quick Empty Return | Collecting empty cans without delivery | Customer Name + Empty Can Count | No bill charge (Empty jar update only) |
| Bulk Route Delivery | Logging 20+ customers on a route | Route selection + 1-tap jar counters | Batch saves to monthly customer accounts |
| Monthly Bill Settlement | Month-end udhaari payment receipt | Amount Received + Payment Mode | Clears running monthly bill balance |
Frequently Asked Questions
What happens if a customer returns more empty jars than delivered today?
PaniHisab automatically handles net jar balances! For example, if you deliver 2 full jars and receive 5 empty cans back, the customer's unreturned empty jar balance is reduced by 3 cans in their ledger.
How do UPI online payments show on monthly bills?
When you log a UPI or GPay payment, it is recorded as a verified credit entry. On the month-end WhatsApp PDF statement, total deliveries minus online payments show the exact remaining due balance.
Can delivery drivers mark deliveries from their own phones?
Yes! Delivery boys log into the PaniHisab Driver App. They can see their assigned route customers and tap to record daily jar deliveries and cash collection on the go.
Next Step Guide
Learn how to schedule instant delivery orders and dispatches.