LedgerKnow Features#

Discover all the features that help you manage your business efficiently.

Sales & Invoicing#

• Quick sales entry: Record transactions with item autocomplete and customer search
• Multiple payment methods: Manually record payments via Cash, UPI, Card, Cheque, Bank Transfer, or Other (no automatic payment gateway)
• Split payments: Record partial payments across different methods
• Auto-generated invoices: Unique invoice numbers (INV-YYYYMMDD-XXX format)
• Public invoice links: Share invoices with customers via link
• Print-ready formats: A4 and 3-inch thermal printer support
• Item-level charges: Add delivery fees or service charges per item
• Edit permissions: Owners can edit unpaid/partial sales anytime, paid sales within 24 hours. Admins/Editors can edit unpaid/partial sales within 24 hours

Stock Management#

• Inventory tracking: Real-time stock levels for all items
• Automatic updates: Stock reduces automatically when sales are recorded
• Manual adjustments: Add or remove stock with notes
• Stock history: View all stock movements with timestamps
• Current stock view: See available quantities at a glance

Remittance Tracking#

• Cash handover: Record when employees submit collected payments
• Multi-payment support: Track remittance across all payment methods
• Employee tracking: See who collected and remitted payments
• Pending amounts: View outstanding collections by employee
• Role-based access: Admins and Editors can record their own remittance

Reports & Analytics#

• Owner-controlled access: Report access can be controlled by the owner from LedgerKnow dashboard/report configuration
• Pre-built templates: Multiple report templates available out of the box
• Sales KPI: Total sales, payment breakdowns, credit and pending amounts
• Remittance KPI: Collected, remitted, and pending amounts with filters
• Item-wise breakdown: Sales performance by product or service
• Employee-wise breakdown: Sales and collection data by team member
• Customizable sections: Show, hide, or reorder report sections
• Date range filters: View data for specific periods
• Payment method filters: Analyze by payment type
• Custom reports: Additional report templates can be created based on your business requirements

Customer Management#

• Save customer names and phone numbers
• Quick customer search during sales entry
• Edit or deactivate customer records

Item Management#

• Create products or services with prices and units
• Add descriptions for detailed information
• Activate or deactivate items
• Track who created or updated each item

Employee Management#

• Invite team members: Send email invitations to join your organization
• Assign roles: Set permissions as Owner, Admin, Editor, or Viewer
• Track activity: See who created or updated records
• Owner-only access: Only business owners can manage employees

Limited View for Operators#

• Share simplified invoice view with delivery or field staff
• Shows item names, quantities, and prices
• Public link that doesn't require login
• Perfect for order fulfillment and delivery