Clients

6 questions

How do I add a client?

Go to the Clients menu > New client. The name is the minimum required. An email address is needed to send documents by email. The VAT number is optional but recommended for business clients.

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Why should I verify the VAT number?

The "Verify" button queries the European VIES service to confirm the number is valid and active. This is useful for your VAT obligations (reverse charge) and to make sure you are invoicing a business client correctly.

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What is Peppol?

Peppol is a European electronic invoicing network that allows you to send and receive invoices directly within accounting systems, without manual emails or PDFs. Ledgerly is connected to Peppol via B2Brouter. If a client is registered on the Peppol network, enter their Peppol ID on their client profile to send invoices through this channel.

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How do I give my clients online access to their invoices?Expert

With the Expert plan, open the client record and click “Invite to the client portal” (an email address is required). Your client receives an email and finds, without a password, their sent invoices, credit notes and quotes: amounts to pay, bank transfer details with QR code, PDF downloads and online quote signing. Drafts are never visible. It is also the best way to give a readable copy of invoices sent via Peppol.

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Does my client need a password? Can I revoke their access?Expert

No: they sign in with a link sent to the email address on their record, valid for 15 minutes, then stay signed in for 30 days on their device. On the client record you see when they signed in and what they downloaded. “Revoke access” signs out all their devices immediately; “Resend the invitation” restores it.

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How do I import my clients from another tool?

Through « Clients » > « Import ». Export your clients from your old software (Excel, Odoo, Billit, Accountable…) as a CSV or Excel file, then upload it. Ledgerly recognises the columns, even when they have other names, and lets you correct the matching. A preview flags VAT numbers to check and clients already present before anything is saved. A row without a VAT number becomes an individual client.

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