Ledger Hierachy: Account Level
At this level in the Ledger, Ops users can view an overview of debit and credit figures for each customer account. Ops users can add an Offline Payment and send update payment method link to customers.
The Ledger module is a comprehensive overview of payments received and charges levied against customers.
It comprises four levels:
- Accounts
- Bookings
- Transactions
- Bill Breakdown
In the Accounts view, you can review all payments due and received in customer accounts. You can:
- Add Offline Payment: Record offline payments received.
- Send update payment method links to customers: sends a link to the customer to change their card details.
You can also view account transactions in the individual customer account:
- Go to the Ledger Module and Click on the Accounts Tab
- Click on the customer name. This will redirect you to their Customer Account Page.
- Scroll down to the 'Activity' section, and click on the Ledger Tab.
- The transactions of the customer can be viewed here:
Article by Roshel Jose
Please note:
- The JRNY platform is constantly evolving and new features and functionalities are added all the time. We are constantly updating the Knowledge Base, but some instructions and/or images you see in these articles may vary slightly from what you can see in your own environment. Get in touch with support@tomorrowsjourney.co.uk when in doubt.
- Some features and functionalities may require configurations or additional development to work in your environment. Please speak to us if you have any questions.