Ledger Hierachy: Transaction Level
This article is for environments that have enabled the Ledger Module. If you're interested in
setting this up in your back office, please get in touch with the Product Team.
The Ledger Module gives back-office users a comprehensive overview of payments received and charges levied against customers.
It comprises three levels:
- Accounts
- Bookings
- Transactions
In the Transactions view, the users can view the ledger based on bills raised and payments received. The following can be performed in this view.
Download Invoices
To download an invoice of a customer, the steps are as follows:
- Go to the Ledger Module and click the Transaction Tab:
- Choose a transaction to download and click the three-dotted (Action) button.
- Click on the 'Download Invoices' button From the dropdown.
- The invoice is displayed on another tab and can be downloaded using the Print or Save option.
Send invoices to customer
To download an invoice of a customer, the steps are as follows:
- Go to the Ledger Module and click the Transaction Tab:
- Choose a transaction to download and click the three-dotted (Action) buttons.
- Click on the 'Send invoice' button.
- Click 'OK' on the confirmation Modal.
- A green toast notification will appear at the bottom of the screen.
