Ledger
Ledger is the accounting and invoicing extension for Fleetbase. It provides a complete financial management layer — double-entry bookkeeping, automated invoicing, digital wallets, payment gateway processing, and standard financial reporting — integrated directly with Fleet-Ops and Storefront.
What Ledger Does
| Capability | What it covers |
|---|---|
| Chart of Accounts | Define asset, liability, equity, revenue, and expense accounts |
| Double-Entry Bookkeeping | Every transaction creates journal entries across two accounts |
| Invoicing | Create, send, and collect payment on invoices |
| Invoice Templates | Customize the look of your invoices with company branding |
| Digital Wallets | Track balances for drivers, customers, your company, and individual users |
| Payment Gateways | Stripe, QPay, and Cash — purchases, refunds, and webhook idempotency |
| Transactions | Immutable audit trail for every wallet movement |
| Financial Reports | Balance sheet, income statement, cash flow, trial balance, AR aging, wallet summary |
| Fleet-Ops Integration | Auto-create draft invoices when a PurchaseRate is added to an order |
| Storefront Integration | Record direct journal entries (DEBIT Cash, CREDIT Revenue) when a Storefront order completes — no invoice |
| Settings | Configure invoice prefix, payment terms, default gateway, default template, fiscal year, and base currency |
Key Concepts
- Account — a named ledger account with a type (asset, liability, equity, revenue, or expense), an alphanumeric
code(e.g.CASH-DEFAULT), and a computed balance - Journal Entry — a double-entry record that debits one account and credits another. Numbered
JE-00001(5-digit zero-padded). Most are auto-created - Invoice — a formal request for payment with line items, tax, and due date. Numbered
INV-plus a 6-digit random integer (e.g.INV-004821). Lifecycle: draft → sent → viewed → partial / paid / overdue / cancelled / refunded / void - Wallet — a digital balance tied to a driver, customer, company, or user. Supports
credit,topup,transfer,payout,freeze,unfreeze, andrecalculateoperations - Transaction — an immutable record of money moving relative to a wallet
- Gateway — a payment processor (Stripe, QPay, or Cash) with encrypted credentials, sandbox/live environment, and webhook idempotency via
GatewayTransaction
Getting Started
Get up and running
Set up your chart of accounts, configure a gateway, and create your first invoice.
Understand the basics
Learn double-entry bookkeeping, accounts, wallets, and the invoice lifecycle.
Bill your customers
Create and send invoices, record payments, and export PDFs.
Ledger comes pre-installed with every Fleetbase instance. Navigate to Ledger in the console sidebar to begin. Default chart of accounts is provisioned automatically when your company is created.