Customer ledger also provide customer ledger in excel
All invoices and payments can be tracked and maintained in customer ledger. Once an invoice is created or payment is received then automatically the details will be entered in customer ledger. This gives us a single location to see all customer activities.
How does it work?
When a customer purchases a product, we will provide them with an invoice, so the invoice equivalent amount will be specified as debit or cash out.
When a customer pays for that invoice, the amount will be specified as credit or cash in.
Invoiced value and cash received for that invoice should be equal so that the account gets tallied.
Customer ledger benefits and excel download:
1. Keeps all tracks of customer transactions.
2. Maintains customer accounts with an opening balance.
3. Helps you to download customer ledger in excel format.
4. Give the customer his transaction details in a single click.
5. Send mail to the customer about his transactions and pending details in a single click.
Steps for customer ledger with excel download:
1. Login to catalystk.com
2. Click on the "finance tab" in the side menu.
3. Click on "Customer ledger" in the side menu.
4. Filter a customer with client id or client mobile or client name or company name.
5. Click download to get the transaction details in excel.
NOTE: For any clarifications Kindly contact the support team.