Managing your Customer & Supplier Ledger in BillBook helps you track transactions, apply discounts, and monitor balances with ease. 🧾💰

📊 Viewing Customer or Supplier Ledger #

✅ Go to → Contacts → Supplier/Customer
✅ Find the customer or supplier you want to check.
✅ Click on the “Actions” button.
✅ Select “Ledger” to view their transaction history.

💡 Tip:

• You can select a date range 📅 to filter transactions.
• Use the checkbox filters ✅ to show/hide transaction types as needed.

💸 Adding a Discount for Customer/Supplier on Balance Due #

If a customer or supplier has a balance due, you can apply a discount on the amount.

🎯 Steps to Apply a Discount: #

1️⃣ Go to the Customer/Supplier Ledger screen.
2️⃣ Click on the “Add Discount” button. ➕
3️⃣ A popup window will appear.
4️⃣ Enter the discount details (amount, reason, etc.). ✍️
5️⃣ Click “Save” 💾.

✅ The discounted amount will be automatically accounted for in their ledger.

⚠️ Important Notes #

🔹 Only the Admin can add a ledger discount—other users cannot. 👤🔐
🔹 Ledger Discount ≠ Sale Discount

• A Ledger Discount is applied to balance dues, not specific invoices.
• Sale Discounts are applied during transactions and reflect in invoices.
• Since Ledger Discounts do not link to invoices, they will not appear in sales records.

With BillBook’s Ledger Management, you can track outstanding balances, apply discounts, and manage transactions effortlessly! 🚀💰

Let me know if you’d like any refinements! 😊