Steps
- Open Reports & Compliance → Sales Ledger and pick the buyer in Customer. Or click Ledger on their Dashboard.
- Ledger Mode: Open AR Ledger (the default) shows only what is still owed; Chronological Ledger shows the whole trail. Click Apply after changing it.
- It opens on this financial year. Pick another Financial Year or set From and To, then Apply. Reset goes back.
- The boxes show Billed, Received, Returns / CN (only when there are any) and Pending. Cr after Pending means the buyer has paid in advance.
- Each row has Debit (a bill), Credit (a payment), Returns / CN and the running Balance. Tick Payment breakdown to see which bills a payment settled.
- Click Share / PDF for Share (PDF), Download PDF and Send via WhatsApp; Copy Share Link appears when one buyer is chosen. Print prints the page.
Good to know
Copy Share Link gives a link the buyer can open without logging in. It shows only when one customer is chosen, and it is refused while Sharing & Public Links is switched off in Settings.
With All Customers the table shows only the most recent 500 entries and says how many are hidden. The boxes and the closing balance still cover every entry. Pick one buyer for a statement.
Counter sales are not in the customer picker, because all walk-ins share one record. Open Customers → Walk-in Ledger for the whole counter.
Words used
| Word | Meaning |
|---|---|
| Open AR Ledger | Leaves out cancelled bills, so you see what is really owed. |
| Chronological Ledger | Every entry in date order, cancellations and refunds included — for checking. |
| Billed | Bills raised in this period. |
| Received | Money actually received, net of anything refunded back. Credit notes are not counted here. |
| Returns / CN | Credit notes for cancelled or returned bills. They reduce the balance but are not money received. |
| Pending | What the buyer still owes. Cr means an advance in their favour. |
| Balance | The running balance after each row, built oldest to newest whichever order you view in. |
The ledger credits whole receipts rather than the split across bills, which is why its Pending is the figure to trust when a customer disputes a balance.
Next in this sectionChase the shop dues you are owed