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Creating and sending an invoice

Estimates & Invoices

Turn completed work into a clear invoice and deliver it through the right channel.

Email automation and delivery activity

Integrations

Understand the automated email workflows, enable or disable them, and review the delivery log.

How to contact LedgerDo support

FAQ

Know when to use self-service help versus opening a support request.

Managing fleet accounts

Fleet Billing

Organize commercial customers, unit records, statements, and balances.

Configuring receivables, terms, and reminders

Settings

Set default payment terms, automatic overdue reminders, and your finance charge policy.

Managing add-ons

Settings

Turn optional LedgerDo capabilities on or off and assign the seats they use.

Managing labor rates

Settings

Set the hourly rates your team bills, and control which ones are taxable.

Managing your team

Settings

Invite staff, assign roles, and remove access when someone leaves.

Configuring roles and access

Settings

Decide which roles can reach each feature, from finance reports to pricing visibility.

Automating recurring expenses

Finance & Expenses

Create schedules for rent, insurance, and subscriptions so predictable bills post themselves.

Running the month-end statement workflow

Finance & Expenses

Generate draft account statements, review them, then send them in one guided pass.