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The payment ledger: all money movement in one place
A combined view of money in and out, without opening each payment one by one.
What is the payment ledger?
A read-only screen that gathers all your money movement — receipts, payments and internal transfers — into a single list you can filter, sort and export.
Where to find it
Finance → Payment Ledger, or /dashboard/payment-ledger.
Permission: payment_entry:view.
Why it exists
The Payment Entries screen creates and edits. The Payment Ledger shows.
When you want to answer "how much did I collect this week?" or "who did we pay last month?", this is the fastest place — rather than opening each payment separately.
What you see
Each movement appears with its number, date, type, party, payment mode and amount. Use the filters to narrow it:
| To find out | Do this |
|---|---|
| Collections in a period | Filter date Between, type Receive |
| Payments to a supplier | Filter on the supplier's name |
| Payments made by cheque | Filter payment mode Check |
| The largest movements | Sort by amount descending |
Read-only
There is no create, edit or delete here. Any change is made from Payment Entries.
How it differs from the payment ledger reports
| Screen | Answers |
|---|---|
| Payment Ledger | Every movement for every party |
| Customer Payment Ledger report | One customer's account: their invoices and payments |
| Supplier Payment Ledger report | The same for a supplier |
Use the ledger for the overview, and the reports when you are reconciling a particular party.
Tip
Before exporting, raise Rows per page below the table. An export takes only what is displayed.
Frequently Asked Questions
What is the difference between the payment ledger and the payment entries screen?
Payment Entries is where you record and edit a payment. The Payment Ledger is a read-only view that gathers every movement together so you can review quickly without opening each one.
Can I edit a payment from here?
No. The ledger is for viewing and reviewing. Editing happens on the Payment Entries screen.
How do I see what I collected in a period?
Filter on payment date using the Between operator, and on payment type Receive. You can export the result to Excel if you want to total it.
How does it differ from the Customer Payment Ledger report?
The payment ledger shows every movement for every party. The Customer Payment Ledger report focuses on one customer and lays their invoices and payments side by side so you can reconcile their account.
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