Ledger View
See all transactions for each customer in one place: invoices raised, payments received, adjustments, credits, and running balance. No more switching between screens to reconcile a customer account.
Invoice Entries
Every invoice appears as a debit entry with date, number, amount, and balance after transaction.
Payment Entries
Payments and receipts appear as credit entries. Partial payments are clearly shown against invoices where applicable.
Adjustments & Credits
Record discounts, write-offs, or credit notes. All adjustments appear in the ledger with running balance.
Running Balance
Real-time running balance so you always know how much the customer owes at any point in time.
Outstanding Balance
Instantly view how much each customer owes. Use this for collection prioritization, payment reminders, and ageing analysis.
What You Get
- Current outstanding amount per customer
- Overdue amounts based on due date
- Age-wise breakdown (0–30, 31–60, 61–90, 90+ days)
- Quick actions: send reminder, view invoices, record payment
Export & Print
Export or print customer ledger for a chosen period. Share statement with customers or use for internal reconciliation and audits.
Date Range
Select from and to date to generate ledger for a specific period (e.g. financial year or month).
PDF / Excel Export
Download ledger as PDF for email or print, or as Excel for further analysis.
Print-Friendly
Clean, professional format suitable for sending to customers or filing.