Invoicing
AllMy Ledger lets you create professional invoices, track what's owed, and record payments — all in one place.
Creating an Invoice
- Go to Invoices and click New Invoice
- Select or create a customer
- Set the invoice date and due date
- Add line items with description, quantity, and rate
- Review the total and click Save
Exporting as PDF
Click Export PDF to save the invoice as a PDF file. You can then email the PDF to your customer or print it.
Invoices use a clean, professional format with your company name, customer details, line items, and payment terms.
Version 1.0 limitations
- No emailing. Export the PDF and send it yourself via email.
- Standard template. Custom logos and invoice templates are planned for a future release.
Managing Customers
You can manage customers from the Customers section or create them inline when making an invoice. Store names, email addresses, and billing details.
Tracking Payments
When a customer pays, record the payment against the invoice. The status changes from Open to Paid, and your accounts receivable updates automatically.
Use the Accounts Receivable Aging report to see which invoices are outstanding and how long they've been unpaid.