Invoices

Creating an invoice

Go to Invoices → New Invoice. Fill in:

• Contact — the customer you’re invoicing
• Invoice date and due date
• Line items — description, quantity, unit price, tax rate

Ledger automatically calculates totals including tax.

Sending invoices by email

Click Send on any invoice to email it directly to your customer. Ledger sends a PDF attachment using your entity’s reply-from email address. You can customise the email subject and body in Settings → Email.

Recording a payment

When a customer pays, open the invoice and click Record Payment. Enter the amount, date, and the bank account the payment was deposited to. Ledger creates the accounting entry automatically.

Partial payments

If a customer pays partially, record the payment for the amount received. The invoice status changes to Partial. Record additional payments until the invoice is fully paid.

Credit notes

To reverse or reduce an invoice, go to Credit Notes → New Credit Note and link it to the original invoice. Ledger nets the credit against the outstanding balance.