Customer ledger
Running balance from work charges and customer payments, sorted by the date the entry was saved. Later entries do not reshuffle earlier running balances. Deleted rows stay visible and highlighted, and are excluded from totals. Customer name on card ledger shows which company the work was for. On company ledger, type the person name on each work line.
Not billed
These services still need a bill. Tick or untick them here. The ledger below stays the full statement.
| Not billed | Date | Company | Service | Employee | Amount |
|---|---|---|---|---|---|
| No works are waiting to be billed. | |||||
| Entry date | Type | Employee name | Description | Payment details | Notes | DR | CR | Balance | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Select a company and click Load ledger. | |||||||||