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Feature guide · Android + Web

Run your business from one connected workspace.

Create invoices, manage khata and stock, prepare GST records, organise staff, review reports, and configure how customers pay you.

Android app Web app Shared business data
app.ledgerly.biz
Ledgerly web GST dashboard
Ledgerly Android app overview

Built for Indian businesses · English, Hindi, Tamil, Hinglish, Gujarati, Marathi, and Bengali

A practical business toolkit

What Ledgerly helps you do

This guide focuses on the main workflows clients usually ask about. The Android and web apps work as two views of the same business workspace.

Start on one device. Continue on another. Use Android for work on the move and the web app for a wider operational view.
7app languages
2connected platforms
1business workspace

Feature availability can vary by plan and by services configured for the business.

01 · Billing & sales

Create a sale without slowing down the counter.

Use guided invoice forms for detailed billing, or faster sale flows when speed matters. Add customers, products, dates, tax treatment, delivery details, notes, and payment information.

Web · Create invoice
Create invoice screen in the Ledgerly web app
Create invoice screen in the Ledgerly Android app

Flexible selling

Quick Sale, POS, standard invoices, quotations, and custom invoice workflows.

Clear totals

Review subtotal, discounts, taxes, received amount, and outstanding balance.

Share-ready

Generate professional documents that can be downloaded and shared with customers.

Useful details

Capture place of supply, due dates, delivery details, vehicle number, and notes.

02 · Khata & collections

Know who owes what—and make collection easier.

Track customer and supplier balances, record money given or received, search parties, review statements, and follow up from the same workflow.

Collection-readyUPI links and QR visibility can be controlled for invoices, statements, and reminder messages.
Customer and supplier Khata summary in the Ledgerly Android app
Web · Payment collection settings
UPI payment collection settings in the Ledgerly web app
1Add a customer or supplier
2Record credit and payments
3Share statement or reminder
4Collect through your chosen method

03 · Inventory, purchases & expenses

Keep stock and spending visible.

Maintain products and categories, monitor stock value, filter inventory, identify low or out-of-stock items, record purchases, and organise expenses.

Web · Inventory
Inventory dashboard in the Ledgerly web app

Product catalogue

Keep selling and purchase details organised by product and category.

Stock control

Review on-hand stock, valuation, movements, alerts, and adjustments.

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Purchases

Record supplier bills and link buying activity to inventory operations.

Expenses

Classify day-to-day spending so it can flow into business reports.

Useful for daily decisions: search by product, SKU, unit, category, or stock status and act on replenishment needs.

04 · GST & business reports

Turn day-to-day entries into tax-ready records and insights.

Prepare GST invoices and summaries, review outward supplies and ITC, manage return working data, reconcile records, and analyse operational performance.

Ledgerly supports preparation and review workflows. Filing or government-portal actions depend on configured services and the final review of the business or tax professional.

Web · GST workspace
GST dashboard in the Ledgerly web app
Web · Reports
Business reports in the Ledgerly web app
GST invoicesGSTR-1 working dataGSTR-3B summaryITC registerReconciliationE-way bill recordsP&LSalesPurchasesInventory

05 · Staff & payroll

Give people operations their own command centre.

Manage staff records, attendance, punch activity, shifts, branches, tasks, leaves, advances, payroll, statutory configuration, and controlled app access.

Web · Staff dashboard
Staff dashboard in the Ledgerly web app
OrganiseDirectory · Branches · Roles · App access
OperateAttendance · Tracking · Tasks · Leaves
PaySalary · Advances · Reimbursements · Statutory settings
ReviewApprovals · Registers · Attendance and payroll reports

06 · Business, account & payment settings

Set up the business once. Control how it appears everywhere.

Configure identity, address, GSTIN, business type, invoice numbering, currency, fiscal year, UPI collection, QR placement, document styling, and custom fields.

Web · Business profile
Business profile settings in the Ledgerly web app
Web · UPI collection
UPI collection settings in the Ledgerly web app
UPI payment collection settings in the Ledgerly Android app
✓ Business name and contact details✓ Address, business type, GSTIN ✓ Invoice prefix and financial year✓ UPI ID, QR and reminder placement ✓ Payment note and customer-facing identity✓ Extra fields for products, bills and invoices

Professional documents · Work anywhere

Make every document look like your business.

Choose invoice templates, colours, logo, tax visibility, bank details, footer content, and the customer-facing information that belongs on generated PDFs.

Same business, two workspacesUse the wider web canvas for setup and analysis, then carry the workflow with you on Android.
Web · PDF settings & preview
Invoice PDF templates and live preview in the Ledgerly web app
Document settings in the Ledgerly Android app
Ledgerly

Ready to see Ledgerly with your business workflow?

Use the web app from a desktop, or install Ledgerly on Android for work on the move.

Screens shown were captured from the current Android and web builds on 29–30 August 2026. Product details may evolve as Ledgerly is updated.