How to Do Accounting in Catalystk – Vouchers, Ledgers and Profit & Loss
Catalystk's free accounting software keeps your books together with your sales and purchases. Record supplier payments as vouchers, see every customer's account ledger and every supplier ledger, track receivables, payables and pending payments, and run a profit and loss report for any period. Download ledgers to Excel – a ready supplier ledger format in Excel and vendor ledger format in Excel – free. This guide explains the Finance menu, voucher entry, ledgers and P&L for small businesses – a lifetime free accounting software online, with nothing to download or install.
- Vouchers
- Customer & supplier ledgers
- Profit & loss
- Excel download
- Free
Before you start: your invoices, purchase invoices and payments already feed the books – accounting in Catalystk builds on the documents you create every day.
Record a payment voucher
Record money you pay to suppliers.
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Click New Voucher
In Transactions, click New Voucher and search the supplier by mobile, name or ID.
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Fill in the voucher details
Enter the Date, Mode of Payment, Amount and a Description, choose the Cost Center if you use one, and save. Customer receipts are recorded on the invoice with Pay Now.
View customer and supplier ledgers
See every customer's and supplier's account.
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Open Customer Ledgers or Supplier Ledgers
Customer Ledgers shows what each customer owes (receivables); Supplier Ledgers shows what you owe (payables). Use Add Opening Balance for balances from before Catalystk.
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Download a ledger
Open a customer or supplier and click Download Ledger to get their ledger in Excel.
Track pending payments
Know who owes you and what you owe.
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Open Pending Payments
Pending Payments lists every unpaid invoice with Total, Paid and Pending. Download it to Excel.
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Open To Be Paid
To Be Paid shows what you still owe suppliers.
Run the profit and loss report
See your gross and net profit for any period.
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Choose the period
Open Finances Reports → Profit & Loss, choose the Branch, From Date and To Date.
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Click Create Report
Click Create Report. You see gross and net profit or loss, with purchases, expenses and opening stock against sales, income and closing stock.
Tips for simple bookkeeping
- Record payments the day they happen so ledgers and pending payments stay accurate.
- Enter opening balances once when you start, so ledgers match your old books.
- Download customer and supplier ledgers to Excel to share statements.
- Run the profit and loss report every month to watch your margins.
Frequently asked questions
Is Catalystk free accounting software?
Yes. Vouchers, ledgers, pending payments and the profit and loss report are part of Catalystk's free plan – online, nothing to download or install.
How do I record a payment voucher?
Go to Finances → Transactions, click New Voucher, search the supplier and enter the date, mode of payment and amount.
Can I download the customer or supplier ledger in Excel?
Yes. Open the customer or supplier ledger and click Download Ledger to get an Excel file.
How do I record a customer payment?
Open the invoice and use Pay Now in Payment Details. The customer ledger updates automatically.
Can I run a profit and loss report?
Yes. Open Finances Reports → Profit & Loss, choose the branch and dates and click Create Report.
Can I add opening balances?
Yes. Use Add Opening Balance on the customer or supplier ledgers.
Does Catalystk have a balance sheet or trial balance?
Not at the moment. Catalystk covers vouchers, ledgers, pending payments, GSTR data and the profit and loss report.
What's next: chase unpaid invoices – record payments and send reminders.
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