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Ledgers

The Ledger section in Vendora provides a complete financial history of each customer or supplier. It helps you track all transactions — sales, purchases, payments, returns, and outstanding balances — in one place.

📘 What is a Ledger?​

A ledger is a record of all financial activity related to a specific contact. It includes:

  • Sales invoices
  • Purchase bills
  • Payments made or received
  • Credit or debit notes
  • Opening balances
  • Returns or refunds

📂 Accessing the Ledger​

To view a ledger:

  1. Go to Contact Management > Customers or Suppliers.
  2. Click the Actions (⋮) menu next to the contact.
  3. Select View Ledger.

Alternatively:

  • Navigate to Contact Management > Ledgers to view ledgers for all contacts.

📊 What You’ll See​

The ledger page includes:

  • Date of transaction
  • Type (Invoice, Payment, Purchase, Return, etc.)
  • Reference No.
  • Debit / Credit Amount
  • Running Balance
  • Option to download PDF or print

🔄 Filter Options​

Use the top filter bar to:

  • Filter by date range
  • Select specific contact
  • Choose transaction type

This makes it easy to generate custom reports for audits or reviews.

📥 Exporting​

You can export the ledger as:

  • PDF
  • Print-friendly version

This is useful for sending financial statements to customers or suppliers.

💡 Tips​

  • Keep customer and supplier ledgers updated by logging every payment or return.
  • Use ledgers to reconcile balances at month-end.
  • A negative balance typically means the customer owes you.
  • A positive balance means you owe them (e.g. return credit or overpayment).

Need help? Check our Video Tutorials or contact Support.