Party ledger and PDF
On Party details, open Transactions for a dated ledger of every invoice and payment, then download PDF for the customer or your CA.
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Staff nameEmailMobileGST numberTypeActions
Karen little paradise—+61 412 345 678—Customer
Mohan—+91 91234 56789—Customer
Hedwig Martinez—+91 99887 6655429AAACW1234A1Z5Supplier
Wipro Limitedinfo@wipro.com+91 80 2844 001129AAACW9781L1ZUCustomer
How this looks in TiBook
How to
- 1Go to Parties and open a party, or jump from an invoice via the party name.
- 2Open the Transactions tab (alongside Overview and Items).
- 3Set the date range — month, quarter, or custom — to match what the party or auditor asked for.
- 4Review the ledger: invoices, payments, opening balance, and running balance.
- 5Click Download PDF (or export) to save or email the statement.
- 6Share with the party for reconciliation or file with your monthly books.
Overview tab
Quick snapshot — contact, GSTIN, current outstanding, recent activity — before you drill into the full ledger.
What the PDF includes
Opening balance for the range, each voucher with date and reference, and closing balance. It is a statement of account, not a duplicate of every invoice PDF.
Run the ledger after Record payment in so the PDF shows cleared dues, not only invoices.
For item-level detail, use the Items tab — party-wise item report.
Related articles
- Party opening balanceRecord what a customer owed you or what you owed a supplier on the day you started TiBook so outstanding reports match reality.
- Record a payment inLog money received from a customer — by cash, UPI, bank transfer, or cheque — and optionally settle open sales invoices in the same flow.
- Party-wise item reportSee which products a customer bought or a supplier sold you, with quantities and values, from the Items tab on Party details.
Need more help?
Email, call, or WhatsApp the TiBook team. We can walk through invoicing, stock, POS, or your GST setup.
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