Client Ledger — Debt Tracker
PDF EXPORT
Can I export a client's payment history to PDF?
Yes. Client Ledger can create a PDF showing a client's transaction history and balance. You can share the report when you need a clear record outside the app.
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What does the PDF show?
It provides a readable record of the client's transactions and balance.
Can I share it with a client?
Yes. The PDF can be shared from your iPhone or iPad.
Can I keep a copy for my accountant?
Yes. You can save or share the PDF with an accountant or another trusted person.
Do I need a bank connection to create it?
No. The report is created from the records you entered in Client Ledger.