Invoicing in the Yoke Ledger

The Yoke Ledger includes a first-class Accounts-Receivable workspace for billing your customers. Author line-item invoices, issue them so they post to your books automatically, email a PDF to the customer, record payments as they come in (including partial payments), and keep an eye on what's owed with a built-in aging report.

You'll find it under Invoices in the Ledger workspace.

Creating an invoice

1. Open the Ledger and go to the Invoices tab.
2. Click New invoice.
3. Pick a customer (the list is drawn from your existing customer records), or type in a name and email.
4. Set the issue date, due date, and payment terms (for example, Net 30).
5. Add line items — a description, quantity, and unit price for each. The line amount and the running subtotal, tax, and total update live as you type.
6. Choose a sales-tax rate if the invoice is taxable. Tax is calculated on the subtotal at a single rate and rounded to the cent.
7. Click Save draft.

A draft is fully editable — change lines, dates, the customer, or the tax rate as many times as you like. Nothing posts to your books until you issue it.

Issuing an invoice

When the invoice is ready, click Issue. Issuing:

• Assigns the next invoice number (using the prefix and starting number from your invoice settings).
• Locks the invoice — issued invoices can no longer be edited.
• Posts a tax-aware journal entry to your books: it debits Accounts Receivable for the total, credits Revenue for the subtotal, and credits Sales Tax Payable for the tax. Your trial balance stays in balance automatically.

Posting accounts

Issuing needs to know which ledger accounts to post to. Configure these once under invoice settings:

• Accounts Receivable — where the amount owed is recorded.
• Revenue — where the sale is recorded.
• Sales Tax Payable — where collected tax is held (only required when an invoice has tax).
• Cash / bank — where payments are deposited.

If an invoice references a tax rate but no Sales Tax Payable account is configured (or the configured account doesn't exist in your chart of accounts), issuing is blocked with a clear message so your books never go out of balance.

Sending an invoice by email

Once an invoice is issued, open it and click Email to customer. The Ledger renders the invoice as a PDF and emails it to the customer's address, with the amount due in the message. Every send is recorded in the invoice's delivery log so you can see when — and whether — it went out.

You can also click Download PDF at any time to save or print a copy.

Recording payments

As customers pay, record each payment against the invoice:

1. Open the issued invoice and click Record payment.
2. Enter the amount (defaults to the full balance due), the payment date, the method (cash, check, bank transfer, card, or other), and an optional reference.
3. Click Save.

Each payment posts its own journal entry — debit Cash/bank, credit Accounts Receivable — and the invoice status updates from its balance:

Partial payments are fully supported — record as many as you need until the balance reaches zero. You can't record a payment larger than the outstanding balance.

Payments form an append-only history on the invoice, so the record of what was received, when, and how is always preserved.

Voiding an invoice

If an invoice was issued in error, open it and click Void. Voiding posts a reversing journal entry that cleanly backs out the original posting. An invoice with any recorded payments can't be voided — reverse or refund the payments first.

The AR aging report

The Aging tab shows everything still owed to you, grouped by customer and bucketed by how overdue it is:

• Current — not yet due.
• 1–30, 31–60, 61–90 — days past due.
• 90+ — over ninety days past due.

Pick an as-of date to age the balances against, and the report recalculates. Fully-paid invoices drop out automatically — only outstanding balances appear. You can export to PDF or export to CSV for sharing or follow-up.

Building on it

Everything posts through the standard Yoke Ledger, so your invoices, payments, and tax sit alongside the rest of your books — the trial balance, statements, and reports all reflect AR activity with no extra steps.