How to Record Invoice Payments on Ledgar

How to Record Invoice Payments on Ledgar

If a client pays an invoice after you have already created it, you can update that invoice directly in Ledgar from your phone. The Invoices page supports both partial payments and full payment completion, so you can keep each invoice balance accurate as money comes...
How to Create an Invoice on Ledgar

How to Create an Invoice on Ledgar

Creating an invoice on Ledgar is simple, even when you are working from your phone. The Invoices page is set up for mobile use, with a full-width Create Invoice button on smaller screens, so you can quickly start a new invoice without needing a desktop. If you send...
How to Share or Download a Sales Receipt on Ledgar

How to Share or Download a Sales Receipt on Ledgar

Ledgar makes it easy to send receipts to customers and keep a copy for your own records. From the share options menu on a sale, you can choose Email (PDF Receipt), WhatsApp (PDF Receipt), Download PDF, or Download CSV. Available receipt options When you open the...
How to Record Full and Partial Payments on Ledgar

How to Record Full and Partial Payments on Ledgar

Recording customer payments properly helps you keep your sales records accurate and your outstanding balances up to date. On the Sales page, Ledgar shows each sale’s total, status, amount paid, and remaining balance, and it provides both a Mark Paid button and a...
How to Add a Sale on Ledgar

How to Add a Sale on Ledgar

Adding a sale on Ledgar helps you keep accurate business records and track what you have sold. What this tutorial covers This guide focuses on creating a sale. It does not go deep into: recording later payments marking sales as fully paid sharing receipts exporting...
How to Add and Manage Clients on Ledgar

How to Add and Manage Clients on Ledgar

Keeping your client list organized is one of the easiest ways to stay on top of your sales and invoicing workflow. On Ledgar, the Clients page lets you add new clients, update their details, search for them later, view their notes, and open each client’s history. Why...