Ledger Systems docs

Getting started

• Getting started - What to do first, from signing up to your first sale.

Selling

• Making a sale - Ringing up a customer, taking payment, and what to do when they pay only part today.
• Signatures and receipts - Four ways to get a signature, what is on the receipt, and the QR code.
• Deliveries and routes - Delivery fees, what you pay drivers, photos at the door, and planning a day of deliveries.
• Catalog and costs - Why every item needs a cost, and what happens when you change or delete an item.

Your numbers

• How your numbers are calculated - Exactly how profit, total in, revenue, money owed and fees are worked out.
• Reading the Dashboard - The time periods, the big number at the top, the comparison, the charts and the furniture and mattress switch.
• Fixing a sale and collecting what is owed - Changing a sale, voiding one, and taking a payment from a customer who owes you.
• Orders and order spend - Writing down the orders you place with vendors, and where that money shows up.

Team and stores

• Employees and commission - Adding your team, what each person can see, and how commission is worked out.
• More than one store - Locations, who can see what, and the Group page.

Account and data

• Reports and exports - The Reports page, downloading your information, and giving your sales to your accountant.
• Stocky, the AI helper - What you can ask, what it can look up, and what to keep in mind.
• Your information and who can see it - Signing in, keeping your account safe, backups, and what happens when a customer asks to be removed.
• Billing and plans - The price, the free month, the yearly plan, and how to change or cancel.