LedgerlyDocs

Sales & invoicing

Everything sales lives under the Sales menu: customers, invoices, sales orders, credit notes and receivables.

The Invoices page: KPI cards for outstanding, collected, overdue; searchable invoice list with status

Sales → Invoices — the billing pipeline with outstanding, collections and overdue at the top.

Customers

Add customers under Sales → Customers with their billing details, state and GSTIN. The customer's state matters: it drives the place of supply on their invoices, which decides whether CGST + SGST or IGST applies.

Creating an invoice

Sales → Invoices → Create Invoice opens the invoice dialog:

  1. Customer & dates — pick the customer, invoice date and due date.
  2. Transaction type — B2B (registered buyer), B2C (consumer), Export / SEZ, or Nil-rated / Exempt:
  3. Export / SEZ supplies are inter-state by law, so Ledgerly locks GST to IGST on every line.
  4. Nil-rated / Exempt locks every line's GST rate to 0%.
  5. Place of supply — Ledgerly compares it with your company's state and applies CGST + SGST (same state) or IGST (different state) automatically.
  6. Line items — description, HSN/SAC code, quantity, rate and GST %. Items linked to inventory update stock when the invoice posts.
  7. Create Invoice posts the invoice: revenue, GST output and receivable journals are written to your books in one balanced entry, and a confirmation appears.

Drafts

Not ready to post? Save Draft stores the invoice without touching your books — no journal entries are created. Drafts can be reopened, edited and posted later from the invoice list.

Invoice PDFs

Each invoice generates a professional PDF using one of five templates, with your logo and brand colour from Settings → Company Profile. Print it, download it, or share it with the customer.

Payments & receivables

Record payments against an invoice as they come in — partially or in full. Sales → Receivables shows who owes what, and the invoice list's KPI cards summarise outstanding amounts, collections in the last 30 days, overdue invoices and average collection days.

Credit notes

Issued a refund or return? Create a credit note under Sales → Credit Notes, linked to the original invoice. The credit note posts its own reversing journals — revenue and GST are adjusted properly, not just marked down.

Sales orders

Track confirmed orders before invoicing under Sales → Sales Orders, then convert them to invoices when you fulfil them.