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How to view customer ledger on the web

To view customer ledger. First, select the “Customers” option from the dashboard on the left. Now, select or search for the customer whose..

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Written by Tech@Swipe
Updated over a year ago

Step 1: Go to “Customers”.

Select the “Customers” option from the dashboard on the left.

click on customers

Step 2: Click on “Ledger”.

Select or search for the customer whose ledger you want to view.

Click on the “Ledger” option present at the end of the customer column.

click on ledger option

Note: Based on your preference, you can also download the ledger by clicking on either the “Download Excel” or “Download PDF” option present at the top right corner of the pop-up.

view the customer ledger

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