The ledger is a complete record of all financial transactions with a specific customer or supplier — every sale, purchase, payment, and balance adjustment.
Viewing the Ledger
Go to Contacts → All Contacts, find the contact, and click their name. The ledger is shown on their profile page. You can filter by date range to see transactions in a specific period.
What the Ledger Shows
| Column | What it means |
|---|---|
| Date | Date of the transaction |
| Reference No. | Invoice number or payment reference |
| Type | Sale, Payment, Purchase, Opening Balance, etc. |
| Debit | Amount the contact owes you (sales) or you've received from them |
| Credit | Payments received from them or credits issued |
| Balance | Running balance — positive means they owe you, negative means you owe them |
Printing or Sharing the Ledger
Click Print Ledger to generate a printable statement. You can also send it by email to the contact directly from their profile. This is useful for sending monthly account statements to credit customers or suppliers.
Recording a Payment
From the ledger/contact profile, click Add Payment. Enter the amount paid, date, payment method, and an optional reference (e.g. cheque number or bank transfer reference). The balance updates immediately.
