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View Ledger
In CA Cloud Desk all your ledgers are available in just a few clicks. You can easily navigate to all your payments, Credit, Debit, and balances in one place.
How to view Ledger
- In your partner dashboard select Billing in the left panel.
- In the billing dashboard, select View Ledger in the top bar and you can see all your Ledgers here.
Customer Wise Ledger:
For the customer-wise ledger, you can apply the filter and select your desired customer from the drop-down list of all your customers.
Then, you can easily see the payments, Branch, Debit, Credit and Balance of the customer.
Branch Wise Ledger:
If you have multiple branches, you can easily see and check the ledgers for your specific branch in one place. To view Branch-Wise Ledger you can use the filter of Branch in the Ledger dashboard.
From the drop-down select the desired branch, and the ledger for the specified branch will appear.
Customer Group Wise Ledger:
If you have created groups of customers you can view the ledgers according to customer groups.
To view Ledgers according to customer groups, apply the filter of Customer group, and from the drop-down select the desired customer group.
Download in PDF or Excel
To download the Ledger documents in PDF or excel, select the PDF or excel icons on the top bar of the billing dashboard. Once you click the PDF icon or Excel icon the ledgers will be downloaded in respective format.
Share Ledgers via Email and WhatsApp
To share a Ledger for a specific customer, Group, period, or Branch you can apply filters and select the Email or WhatsApp icons to share the ledger.
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