DigitalNation BMS — Ledger Reports

The customer says. “Show me my full account.”

You open the notebook. Search for the customer’s pages. Flip through slips. Some entries in pencil, some in pen.

Ten minutes later, the picture still isn’t clear.

You present it to the customer — he doubts it. “This doesn’t look right.”

Your time lost, the customer’s trust lost too.

DigitalNation BMS (Business Management Software) — the complete account, in one search.

When you open Ledger Reports, two reports appear:

• Customer Ledger — every customer’s account
• Supplier Ledger — every supplier’s account

Each report has the full history — every sale, every payment, every return, and a running balance.

If a customer asks — turn the screen. The truth in two seconds.

Two ledgers — two reports

Your business has two sides:

Both are Tabs 4 and 5 on the Reports page.

Tab 4 — Customer Ledger

What it is

Every customer’s complete ledger — in two views:

1. List view — summary of all customers
2. Detail view — full ledger of one customer

List view — all customers at a glance

Top cards:

Detail view — one customer’s full history

Click any customer — you’ll see:

• Customer info — name, phone, CNIC, address
• Current balance — one large number
• Full ledger — every sale, every payment, every return
• Balance graph — over time
• Every transaction’s detail — date, amount, method

Example table:

Meaning: every transaction clear, balance at any moment, no confusion.

Filters

PDF print

• Full list — PDF of all customers
• One customer — their complete ledger
• Send on WhatsApp — directly to the customer
• Print — for the shop

💡 Pro tip: At month-end, send the top 10 customers their ledger PDF on WhatsApp. Trust grows, accounts stay clean, and customers feel inclined to pay.

When to use

Tab 5 — Supplier Ledger

What it is

Every supplier’s complete ledger — in two views:

1. List view — summary of all suppliers
2. Detail view — full ledger of one supplier

List view — all suppliers at a glance

Top cards:

Detail view — one supplier’s full history

Click any supplier — you’ll see:

• Supplier info — name, company, phone, CNIC
• Current balance — one large number
• Full ledger — every purchase, every payment, every return
• Balance graph — over time
• Every transaction’s detail — date, amount, method

Example table:

Filters

PDF print

• Full list — PDF of all suppliers
• One supplier — their complete ledger
• Send on WhatsApp — directly to the supplier
• Print — for your records

💡 Pro tip: On the 1st of every month, send each supplier their ledger PDF. Professional relationship, clean accounts — easier credit terms too.

When to use

Before & After BMS

Same customer. Same supplier. Just complete transparency.

DigitalNation Support — when a ledger gets confusing

Sometimes a sale appears twice. Sometimes a payment amount comes out wrong. Sometimes the balance doesn’t reconcile.

Don’t worry. DigitalNation Support is with you:

• Verify the ledger
• Correct the wrong entry
• Restore balance through reversal
• Via WhatsApp or call, quickly

We never change your data silently. Every change is dated and logged.

Frequently asked questions

Important notes

💡 Send ledgers to customers monthly Top 10 customers get their PDF. Trust stronger, accounts clean.

💡 Send to suppliers first On the 1st of every month. Easier credit for future purchases.

💡 Prioritise overdue customers Overdue customers stand out in the ledger. Send them reminders first.

💡 Understand balance colours Red — owed. Green — advance. These colours are your instant guide.

💡 Watch the balance graph If a customer’s graph is rising — their credit is growing. Send a reminder on time.

💡 Keep records clean Whenever a payment happens, record it right away. Incomplete entry = wrong ledger.

Flow

Dashboard ← Reports ← Customer/Supplier Ledger
    ↓
List view ← all customers/suppliers at a glance
    ↓
Click any one ← full ledger ← balance graph
    ↓
Every transaction's detail ← date, amount, method
    ↓
Build PDF ← send on WhatsApp to customer/supplier
    ↓
Result: transparent accounts, stronger trust,
no arguments, the truth at every moment.

Related sections

• Reports Overview — Overview of all 10 reports
• Sales & Purchases Reports — Sales and purchases
• Financial Reports — Cash flow, profit & loss
• Stock Reports — Stock status
• Customers — Complete customer management
• Suppliers — Complete supplier management

Next: Financial Reports — Cash flow, profit & loss, expenses