Smart Sales Ledger
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தமிழ் हिंदी বাংলা मराठी తెలుగు ગુજરાતી ಕನ್ನಡ മലയാളം ਪੰਜਾਬੀ
User Guide

How Smart Sales Ledger Works

Tap what you want to set up — we'll walk you through the exact screens.

14 quick steps

Customer Opening Balance

Create a customer opening balance from the add form or from the ledger wallet.

Customer Add Form Opening Balance

Use this when you are creating a new customer and already know their starting due.

Step 1

Open the Customer Screen

Open the Customer screen to get started.

Customer Opening Balance — Customer Add Form Opening Balance — step 1: Open the Customer Screen
Step 2

Open the Add Form

Open the customer add form from the Customer section.

Customer Opening Balance — Customer Add Form Opening Balance — step 2: Open the Add Form
Step 3

Enter Opening Balance

Add the customer details and enter their opening balance in the same form, then Save.

Customer Opening Balance — Customer Add Form Opening Balance — step 3: Enter Opening Balance
Step 4

Open the Customer Ledger

Select the customer to confirm the ledger details.

Customer Opening Balance — Customer Add Form Opening Balance — step 4: Open the Customer Ledger
Step 5

Balance Already Applied

The ledger opens showing the opening balance you just added.

Customer Opening Balance — Customer Add Form Opening Balance — step 5: Balance Already Applied
Step 6

Edit Anytime

Tap the entry to change the amount, then save.

Customer Opening Balance — Customer Add Form Opening Balance — step 6: Edit Anytime
Step 7

Ledger Stays Accurate

Your edit reflects immediately in the customer's ledger.

Customer Opening Balance — Customer Add Form Opening Balance — step 7: Ledger Stays Accurate
Customer Ledger Screen Opening Balance

Use this when the customer is already created and you want to add the starting balance later.

Step 1

Open the Customer Screen

Open the Customer screen and choose the customer.

Customer Opening Balance — Customer Ledger Screen Opening Balance — step 1: Open the Customer Screen
Step 2

Open the Customer Ledger

Tap the customer to open their ledger screen.

Customer Opening Balance — Customer Ledger Screen Opening Balance — step 2: Open the Customer Ledger
Step 3

Tap Wallet

Tap the wallet/payment action on the ledger screen.

Customer Opening Balance — Customer Ledger Screen Opening Balance — step 3: Tap Wallet
Step 4

Save Opening Balance

Enter the opening balance amount and save it.

Customer Opening Balance — Customer Ledger Screen Opening Balance — step 4: Save Opening Balance
Step 5

Balance Updated

The opening balance is reflected in the customer ledger.

Customer Opening Balance — Customer Ledger Screen Opening Balance — step 5: Balance Updated
Step 6

Edit Anytime

Tap the entry to change the amount, then save.

Customer Opening Balance — Customer Ledger Screen Opening Balance — step 6: Edit Anytime
Step 7

Ledger Stays Accurate

Your edit reflects immediately in the customer's ledger.

Customer Opening Balance — Customer Ledger Screen Opening Balance — step 7: Ledger Stays Accurate
14 quick steps

Supplier Opening Balance

Create a supplier opening balance from the add form or from the ledger wallet.

Supplier Add Form Opening Balance

Use this when you are creating a new supplier and already know the starting due.

Step 1

Open the Supplier Tab

On the Home dashboard, select Supplier.

Supplier Opening Balance — Supplier Add Form Opening Balance — step 1: Open the Supplier Tab
Step 2

Tap Add Supplier

Open the supplier add form.

Supplier Opening Balance — Supplier Add Form Opening Balance — step 2: Tap Add Supplier
Step 3

Enter Opening Balance

Add the supplier details and enter the opening balance in the same form, then Save.

Supplier Opening Balance — Supplier Add Form Opening Balance — step 3: Enter Opening Balance
Step 4

Open the Supplier Ledger

Select the supplier to confirm the ledger details.

Supplier Opening Balance — Supplier Add Form Opening Balance — step 4: Open the Supplier Ledger
Step 5

Balance Already Applied

The ledger opens showing the opening balance you just added.

Supplier Opening Balance — Supplier Add Form Opening Balance — step 5: Balance Already Applied
Step 6

Edit Anytime

Tap the entry to change the amount, then save.

Supplier Opening Balance — Supplier Add Form Opening Balance — step 6: Edit Anytime
Step 7

Ledger Stays Accurate

Your edit reflects immediately in the supplier's ledger.

Supplier Opening Balance — Supplier Add Form Opening Balance — step 7: Ledger Stays Accurate
Supplier Ledger Screen Opening Balance

Use this when the supplier is already created and you want to add the starting balance later.

Step 1

Open the Supplier Screen

Open the Supplier screen and choose the supplier.

Supplier Opening Balance — Supplier Ledger Screen Opening Balance — step 1: Open the Supplier Screen
Step 2

Open the Supplier Ledger

Tap the supplier to open their ledger screen.

Supplier Opening Balance — Supplier Ledger Screen Opening Balance — step 2: Open the Supplier Ledger
Step 3

Tap Wallet

Tap the wallet/payment action on the ledger screen.

Supplier Opening Balance — Supplier Ledger Screen Opening Balance — step 3: Tap Wallet
Step 4

Save Opening Balance

Enter the opening balance amount and save it.

Supplier Opening Balance — Supplier Ledger Screen Opening Balance — step 4: Save Opening Balance
Step 5

Balance Updated

The opening balance is reflected in the supplier ledger.

Supplier Opening Balance — Supplier Ledger Screen Opening Balance — step 5: Balance Updated
Step 6

Edit Anytime

Tap the entry to change the amount, then save.

Supplier Opening Balance — Supplier Ledger Screen Opening Balance — step 6: Edit Anytime
Step 7

Ledger Stays Accurate

Your edit reflects immediately in the supplier's ledger.

Supplier Opening Balance — Supplier Ledger Screen Opening Balance — step 7: Ledger Stays Accurate
6 quick steps

Company Registration

Get your business account ready in under a minute.

Step 1

Tap Create Account

On the Login screen, tap Create Account to get started.

Company Registration — step 1: Tap Create Account
Step 2

Enter Company Details

Add your Company Name and pick a Company Type from the list.

Company Registration — step 2: Enter Company Details
Step 3

Complete Your Profile

Add your Name, Mobile Number & Password, agree to the Terms, then Submit.

Company Registration — step 3: Complete Your Profile
Step 4

OTP Verification

A 6-digit OTP is sent to your mobile number.

Company Registration — step 4: OTP Verification
Step 5

Enter the OTP

Type in the code and tap Verify.

Company Registration — step 5: Enter the OTP
Step 6

You're In!

Your dashboard is ready — start adding customers & products.

Company Registration — step 6: You're In!
4 quick steps

Product Registration

Add products with price & stock — ready to sell in minutes.

Step 1

Open Product List

Tap the Product tab, then the Add Product button.

Product Registration — step 1: Open Product List
Step 2

Add Name & Price

Enter a Product Name and Price — a photo is optional.

Product Registration — step 2: Add Name & Price
Step 3

Set Opening Stock

Tick "manage your stock", enter how many you have, then Save.

Product Registration — step 3: Set Opening Stock
Step 4

Done — It's Listed

Your product appears instantly with its stock count on the card.

Product Registration — step 4: Done — It's Listed
3 quick steps

Delete a Product

Remove a product you no longer stock or sell.

Step 1

Open the Product

Tap the product card to open Edit Product.

Delete a Product — step 1: Open the Product
Step 2

Tap Delete

On the Edit Product screen, tap Delete.

Delete a Product — step 2: Tap Delete
Step 3

Confirm Deletion

Tap Delete again to confirm — the product is removed.

Delete a Product — step 3: Confirm Deletion
5 quick steps

Add Customer

Add a customer in seconds — ready for their first sale.

Step 1

Open the Customer Tab

On the Home dashboard, make sure the Customer toggle is selected.

Add Customer — step 1: Open the Customer Tab
Step 2

Open Customer List

Tap the Add Customer button.

Add Customer — step 2: Open Customer List
Step 3

Add Their Details

Pick an avatar, add Name, Mobile Number, Address & Landmark — you can even add an opening balance right here, then Save.

Add Customer — step 3: Add Their Details
Step 4

Customer Added

They now show up in your list — tap them to open their ledger.

Add Customer — step 4: Customer Added
Step 5

Open Their Ledger

Ready for a Sale, a Payment, or a PDF/delete from the header.

Add Customer — step 5: Open Their Ledger
4 quick steps

Delete a Customer

Only a fully settled customer can be deleted.

Unsettled Customer — Can't Delete

If the customer still has a due balance, deletion is blocked.

Step 1

Swipe Shows "Cannot Delete"

With a pending balance, the swipe action is greyed out.

Delete a Customer — Unsettled Customer — Can't Delete — step 1: Swipe Shows "Cannot Delete"
Step 2

Reason Shown

Tapping it confirms why: "Only settled customers can be deleted."

Delete a Customer — Unsettled Customer — Can't Delete — step 2: Reason Shown
Settled Customer — Can Delete

Once the balance is ₹0, deletion is allowed.

Step 1

Swipe to Delete

Once the balance is ₹0, the same swipe reveals a working Delete button.

Delete a Customer — Settled Customer — Can Delete — step 1: Swipe to Delete
Step 2

Confirm Deletion

Tap Delete again to confirm — the customer is removed.

Delete a Customer — Settled Customer — Can Delete — step 2: Confirm Deletion
7 quick steps

Record a Sale for a Customer

Log a sale, share the receipt, and edit it anytime.

Step 1

Open the Sale Form

Go to Inventory, pick the Customer & Product.

Record a Sale for a Customer — step 1: Open the Sale Form
Step 2

Enter Qty & Amount

Add Quantity, Price & what they paid — total updates live.

Record a Sale for a Customer — step 2: Enter Qty & Amount
Step 3

Share the Receipt

Save it, then send a receipt via SMS or WhatsApp — or skip.

Record a Sale for a Customer — step 3: Share the Receipt
Step 4

It's in the Ledger

Sale & payment are both logged, balance updates instantly.

Record a Sale for a Customer — step 4: It's in the Ledger
Step 5

Tap to Review

Tap any entry to see its full sale & payment details.

Record a Sale for a Customer — step 5: Tap to Review
Step 6

Edit Anytime

Change the quantity, price or amount received, then save.

Record a Sale for a Customer — step 6: Edit Anytime
Step 7

Balance Stays Accurate

The ledger reflects your update right away — fully settled here.

Record a Sale for a Customer — step 7: Balance Stays Accurate
2 quick steps

Delete a Sale Entry

Remove a single sale from a customer's ledger.

Step 1

Swipe the Entry

Inside the customer's ledger, swipe an entry left to reveal Delete.

Delete a Sale Entry — step 1: Swipe the Entry
Step 2

Confirm the Delete

Tap Delete again — the entry is removed and the balance updates instantly.

Delete a Sale Entry — step 2: Confirm the Delete
5 quick steps

Record a Payment

Log a payment your customer gives you — updates their balance instantly.

Step 1

Open the Ledger

From the customer's ledger, tap Payment.

Record a Payment — step 1: Open the Ledger
Step 2

Add the Amount

Enter a short remark and the amount received, then Save.

Record a Payment — step 2: Add the Amount
Step 3

Balance Updates

The payment shows up instantly and the balance recalculates.

Record a Payment — step 3: Balance Updates
Step 4

Edit Anytime

Tap the entry to rename the remark or change the amount.

Record a Payment — step 4: Edit Anytime
Step 5

Ledger Stays Accurate

Your edit reflects immediately in the customer's ledger.

Record a Payment — step 5: Ledger Stays Accurate
2 quick steps

Delete a Payment Entry

Remove a single payment from a customer's ledger.

Step 1

Swipe the Entry

Inside the customer's ledger, swipe a payment entry left to reveal Delete.

Delete a Payment Entry — step 1: Swipe the Entry
Step 2

Confirm the Delete

Tap Delete again — the entry is removed and the balance updates instantly.

Delete a Payment Entry — step 2: Confirm the Delete
5 quick steps

Add Supplier

Save a supplier once, reuse it for every purchase.

Step 1

Open the Supplier Tab

On the Home dashboard, tap the Supplier toggle.

Add Supplier — step 1: Open the Supplier Tab
Step 2

Open Supplier List

Tap the Add Supplier button.

Add Supplier — step 2: Open Supplier List
Step 3

Add Their Details

Add Name, Mobile Number, Address & Landmark — you can even add an opening balance right here, then Save.

Add Supplier — step 3: Add Their Details
Step 4

Supplier Added

They now show up in your list — tap them to open their ledger.

Add Supplier — step 4: Supplier Added
Step 5

Open Their Ledger

Ready for a Purchase, a Payment, or a PDF/delete from the header.

Add Supplier — step 5: Open Their Ledger
4 quick steps

Delete a Supplier

Only a fully settled supplier can be deleted.

Unsettled Supplier — Can't Delete

If the supplier still has a due balance, deletion is blocked.

Step 1

Swipe Shows "Cannot Delete"

With a pending balance, the swipe action is greyed out.

Delete a Supplier — Unsettled Supplier — Can't Delete — step 1: Swipe Shows "Cannot Delete"
Step 2

Reason Shown

Tapping it confirms why: "Only settled customers can be deleted."

Delete a Supplier — Unsettled Supplier — Can't Delete — step 2: Reason Shown
Settled Supplier — Can Delete

Once the balance is ₹0, deletion is allowed.

Step 1

Swipe to Delete

Once the balance is ₹0, the same swipe reveals a working Delete button.

Delete a Supplier — Settled Supplier — Can Delete — step 1: Swipe to Delete
Step 2

Confirm Deletion

Tap Delete again to confirm — the supplier is removed.

Delete a Supplier — Settled Supplier — Can Delete — step 2: Confirm Deletion
7 quick steps

Record a Purchase for a Supplier

Log a purchase against a supplier — stock updates itself.

Step 1

Open the Purchase Form

Go to Inventory, pick the Supplier & Product.

Record a Purchase for a Supplier — step 1: Open the Purchase Form
Step 2

Enter Qty & Amount

Add Quantity, Price & what you paid — total updates live.

Record a Purchase for a Supplier — step 2: Enter Qty & Amount
Step 3

Share the Receipt

Save it, then share a receipt via SMS or WhatsApp — or skip.

Record a Purchase for a Supplier — step 3: Share the Receipt
Step 4

It's in the Ledger

Purchase & payment are both logged, balance updates instantly.

Record a Purchase for a Supplier — step 4: It's in the Ledger
Step 5

Tap to Review

Tap any entry to see its full purchase & payment details.

Record a Purchase for a Supplier — step 5: Tap to Review
Step 6

Edit Anytime

Change the quantity, price or amount paid, then save.

Record a Purchase for a Supplier — step 6: Edit Anytime
Step 7

Balance Stays Accurate

The ledger reflects your update right away — fully settled here.

Record a Purchase for a Supplier — step 7: Balance Stays Accurate
2 quick steps

Delete a Purchase Entry

Remove a single purchase from a supplier's ledger.

Step 1

Swipe the Entry

Inside the supplier's ledger, swipe an entry left to reveal Delete.

Delete a Purchase Entry — step 1: Swipe the Entry
Step 2

Confirm the Delete

Tap Delete again — the entry is removed and the balance updates instantly.

Delete a Purchase Entry — step 2: Confirm the Delete
5 quick steps

Record a Payment for a Supplier

Log a payment you give a supplier — updates their balance instantly.

Step 1

Open the Ledger

From the supplier's ledger, tap Payment.

Record a Payment for a Supplier — step 1: Open the Ledger
Step 2

Add the Amount

Enter a short remark and the amount paid, then Save.

Record a Payment for a Supplier — step 2: Add the Amount
Step 3

Balance Updates

The payment shows up instantly and the balance recalculates.

Record a Payment for a Supplier — step 3: Balance Updates
Step 4

Edit Anytime

Tap the entry to rename the remark or change the amount.

Record a Payment for a Supplier — step 4: Edit Anytime
Step 5

Ledger Stays Accurate

Your edit reflects immediately in the supplier's ledger.

Record a Payment for a Supplier — step 5: Ledger Stays Accurate
2 quick steps

Delete a Payment Entry

Remove a single payment from a supplier's ledger.

Step 1

Swipe the Entry

Inside the supplier's ledger, swipe a payment entry left to reveal Delete.

Delete a Payment Entry — step 1: Swipe the Entry
Step 2

Confirm the Delete

Tap Delete again — the entry is removed and the balance updates instantly.

Delete a Payment Entry — step 2: Confirm the Delete

Still stuck on a step?

Check the FAQ for quick answers, or message our support team directly — we usually reply within two working days.

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