Ledger Hierachy: Transaction Level

The Ledger Module gives back-office users a comprehensive overview of payments received and charges levied against customers.

It comprises three levels:

1. Accounts
2. Bookings
3. Transactions

In the Transactions view you can view individual bills, payments received, refunds, etc. The following can be performed at this level:

1. Download invoices
2. Send invoices to customers
3. Cancel bills
4. Send payment link (upcoming)

Download Invoices

Most clients will have automatic invoices set-up, but you also have an option to download the invoice from JRNY Ops.

1. Go to the Ledger Module and click the Transaction Tab:

2. Choose a transaction to download and click the menu button.

3. Click on the 'Download Invoice' button from the dropdown.

4. The invoice will open in a PDF.

Send invoices to customers

Invoices are usually sent automatically, but you also have an option to send these manually.

1. Go to the Ledger module and click the Transactions tab:

2. Choose a transaction to download and click the menu button.

3. Click on the 'Send invoice' button.

4. Click 'OK' on the confirmation Modal.

5. A green toast notification will appear at the bottom of the screen.