Customer & Supplier Ledger

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

1. Go to the Customer/Supplier Ledger screen.
2. Click on the Add Discount button.
3. A popup window will appear.
4. Enter the discount details (amount, reason, etc.).
5. 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 is NOT the same as Sale Discount:
  • 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.