INVOICES
Invoice context where
the work already lives.
LEDGEIN shows invoice status, due dates and amounts next to the client and the work they relate to — and makes the same information visible to the client in the portal. Your ledger stays in your accounting system.
| Invoice | Client | Amount | Due | Status |
|---|---|---|---|---|
| INV-2043 | Harbourline Freight Ltd | NZ$2,480 | Due in 6 days | Awaiting payment |
| INV-2039 | Northvale Dental | NZ$1,150 | Overdue 4 days | Overdue |
| INV-2035 | Marlow & Sons | NZ$3,900 | Paid | Paid |
Fictional demonstration data from a sample practice workspace.
CAPABILITIES
What invoice visibility gives you
Practice invoice workspace
A single list of practice invoices with status, amount and due date.
Client 360 context
Invoice state sits alongside the work, documents and communication for that client.
Client Portal visibility
Clients can see their own invoice information in the portal.
Xero-synchronised
Invoice information is drawn from the connected Xero organisation.
Due and overdue
Outstanding and overdue invoices are visible without leaving LEDGEIN.
Linked to the client
Every invoice reference resolves back to the mapped client record.
SCOPE
What LEDGEIN is not
Not an accounting ledger
LEDGEIN does not replace Xero or your ledger. It surfaces invoice information in operational context.
Not your LEDGEIN subscription
Practice-to-client invoicing is separate from LEDGEIN's own subscription billing.
Read in context, act in the ledger
Accounting treatment and payment processing remain in your accounting system.
Permission-scoped
Invoice visibility follows the same role-based access as the rest of the workspace.
CONNECTED
Related capabilities
Invoice status, without switching systems.
See how LEDGEIN puts invoice context beside the work it relates to.
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