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:
In the Transactions view you can view individual bills, payments received, refunds, etc. The following can be performed at this level:
- Download invoices
- Send invoices to customers
- Cancel bills
- 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.
- Go to the Ledger Module and click the Transaction Tab:
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- Choose a transaction to download and click the menu button.
- Click on the 'Download Invoice' button from the dropdown.
- 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.
- Go to the Ledger module and click the Transactions tab:
- Choose a transaction to download and click the menu button.
- Click on the 'Send invoice' button.
- Click 'OK' on the confirmation Modal.
- A green toast notification will appear at the bottom of the screen.