The Company Ledger screen shows basic company information, such as company contact information, status, and how long the company has been your customer. The Company Ledger data grid shows a running total of company invoiced charges, payments, pending payments, and credits for all properties.
You can navigate to the Company Ledger screen by following this navigation path: Customers > Companies > select company > Billing.
TIP: You can apply filters to the Company Ledger data grid to see more specific information.
You can download a PDF of the Company Ledger data grid by clicking the PDF button. You can email the Company Ledger data grid to the company's primary contact email (shown in the information section and Email button hover text) by clicking the Email button.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
The following graphic shows an example of the Company Ledger screen:
TIP: Use the PDF and Export buttons to download a copy of the Company Ledger.