Gee Ledger

Transactions

Transactions are the core of Gee Ledger. Every financial event — whether it’s a sale, an expense, or a payment — is recorded as a transaction.

Creating a Transaction

  1. Navigate to Transactions in the sidebar
  2. Click New Transaction
  3. Fill in the details:
    • Type — Income or Expense
    • Amount — The transaction total
    • Date — When the transaction occurred
    • Party — The client or supplier (optional)
    • Category — How to classify the transaction (optional)
    • Account — Which financial account (optional)
    • Location — Where it happened (optional)
    • Channel — The sales channel (optional)
    • Note — Additional details (optional)
    • Reference No. — Invoice or receipt number (optional)
  4. Click Save

Line Items

For detailed transactions, you can add individual line items:

  • Product items — Select from your product catalog or enter custom items
  • Service items — For time-based or service charges
  • Each item can have its own quantity, unit price, tax rate, and discount

The transaction total is calculated automatically from line items.

Editing a Transaction

Click any transaction in the list to open its detail page. From there you can:

  • Edit any field
  • Add or remove line items
  • Attach files (Pro plan)
  • View the activity history

Filtering and Searching

The transaction list supports filtering by:

  • Date range — View transactions within a specific period
  • Type — Income, expense, or all
  • Category, location, channel — Narrow down results
  • Party — View all transactions with a specific client or supplier
  • Search — Find transactions by note, reference number, or party name

Transaction Statuses

Transactions with invoice tracking enabled go through a lifecycle:

StatusMeaning
DraftNot yet finalized
SentInvoice delivered to client
ViewedClient has viewed the invoice
PaidPayment received
OverduePast the due date
CancelledVoided

See Invoicing & Receipts for more details.

Printing and Emailing

  • Print — Generate a printable invoice or receipt from any transaction
  • Email — Send invoices directly to clients via email (Pro plan)

Credit Notes

Issue a partial or full refund against an income transaction:

  1. Open the income transaction
  2. Scroll to the Credit Notes card
  3. Click Issue Credit Note
  4. Enter the amount (up to the remaining creditable balance), date, and optional note
  5. The credit note is created as a linked transaction with an auto-generated number (e.g., CN-0001)

Credit notes:

  • Reduce the party’s balance in statements
  • Show as negative amounts in the transaction list
  • Are subtracted from income totals on the dashboard
  • Can be printed as a “CREDIT NOTE” document

Overdue Reminders

Automatically email clients when invoices are past their due date.

  1. Go to Settings → Documents → Overdue Reminders
  2. Enable reminders and select day offsets (e.g., 1, 3, 7 days after due)
  3. Reminders are sent automatically at 1:00 AM UTC daily

Overdue reminders require a Pro plan and count toward your monthly email limit.

See Invoicing & Receipts for more details.

Deleting a Transaction

Transactions use soft deletion — they are marked as deleted but not permanently removed. This preserves your audit trail.

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