How to View the Customer Ledger

The Customer Ledger shows the complete transaction history for one customer — every invoice, credit note, and payment — and their current outstanding balance.

Steps to Access the Ledger

1. Go to Contacts → Customers.
2. Click on the customer's name (or the eye icon) to open their profile.
3. Click the Ledger tab.

Reading the Ledger

• Opening Balance: The balance carried over from before the first recorded transaction.
• Debit Column (Invoice): Each sale increases the amount owed by this customer.
• Credit Column (Payment): Each payment reduces the balance.
• Running Balance: The current amount this customer owes you at any point in time.

Exporting the Ledger

1. Use the Date Range filter to narrow the period.
2. Click Export to PDF or Export to Excel to share the statement with the customer.