Customer ledger
Solar & Operations moduleThe customer card holds plant info, receivables/payables and collections together. The balance is computed line by line from invoices and collections.
Product preview
Customer ledger
Ledger entries
| Date | Entry | Amount |
|---|---|---|
| Mar 12 | Outgoing invoice | ¤48K |
| Mar 18 | Collection | −¤30K |
| Mar 24 | Post-dated cheque | ¤18K |
Balance
¤36K
Collected
¤30K
Cheques
¤18K
Example scenario
Example scenario
Who owes what, at a glance
With invoices and collections in one ledger, due receivables were chased without delay.
- 25%
- faster collection
- 0
- missed due dates
- 1
- live balance
FAQ
Questions about this feature
Customer ledger
How is the balance computed?
Outgoing invoices are debits, collections and paid cheques are credits; the balance falls out line by line.
Are undue cheques visible?
Yes; pending and overdue cheques are shown separately so risk stands out.
Can I get a ledger statement?
Yes; customer ledger entries can be printed/exported as PDF.
Other features
Leads & outreach
Cold/warm leads, field-call sessions, conversion.
Washing tracking
Plan → start → daily log → finish → outgoing invoice.
Panel inventory
Site-level panel records and unit price.
Cash & suppliers
Bank, cash, cheques, transfers; supplier ledger.
Staff & payroll
Salary, leave, bonuses, payment plans.
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