01
Customer desk
Keep name, mobile, address, notes, current due and latest activity together.
Customer ledger and recovery
Keep sales, received payments and the next recovery action together.
Maintain customer balances, record sale and payment movement, schedule follow-ups and open ready-to-use WhatsApp recovery actions.
Why this matters
Collections slow down when balances, calls and reminders live in different places.
The customer profile puts due amount, transaction timeline, contact information and pending follow-up together. Dashboard sales and payment signals can open the matching ledger filter.
02
Sale and payment entries
Record customer debit and credit movement with amount, date and note.
03
Filtered ledger
Filter by period, customer, sale or payment, business scope, branch and search.
04
Follow-up scheduling
Create due reminders linked to customers and keep completed records read-only.
05
WhatsApp action
Open a prepared payment reminder using the customer mobile and current amount.
06
Mutation alerts
Notify finance roles when a ledger sale or payment is edited or deleted.
Workflow
A focused recovery loop
- Step 1
Record the sale
Add the amount due against the customer.
- Step 2
Schedule recovery
Create a follow-up date and note.
- Step 3
Contact
Call or open a WhatsApp reminder from the customer context.
- Step 4
Record payment
Add the received amount and update the customer balance.
Business value
What the business gains
- One current customer balance
- Fewer forgotten follow-ups
- Faster navigation from dashboard to ledger
- Visible edits and deletion alerts
Questions and answers
Common questions about customer ledger and recovery
Can I record both sales and payments?
Yes. Sales increase the customer due and received payments reduce it.
Can I create a reminder with a sale?
Yes. A payment follow-up can be created when recording the sale.
Can completed follow-ups be edited?
No. Completed follow-ups remain fixed so the completed action history stays understandable.
Do dashboard sales and payment cards open the ledger?
Yes. They can deep-link to the ledger with the relevant movement and period filters.
Connected workflows
Continue through the business money journey.
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