Rao & Bell
Chartered Accountants
Invoice
| Description | Qty | Rate | Amount |
|---|
- Subtotal
- £0.00
- Discount
- £0.00
- VAT 20%
- £0.00
- Total due
- £0.00
Invoices your clients can check line by line.
Ledgerly is invoicing for small accounting firms. Draft the bill, have a partner sign it off, send it and match the payment to the bank, with every change written down.
Change log
Every edit, timed and initialled- ARDraft opened from the November billing run
Four checks between a draft and your client's bank.
The invoice is the easy part. What a firm answers for is who approved it, where the money was sent and whether it arrived.
RB-2026-041Halden Joinery LtdAwaiting approval
AR
PreparedA. Rao, 3 Nov, 2:41 pm
MB
Partner approvalM. Bell has been asked
Total due£4,035.00
Return with a noteApprove and send
Payment requestRB-2026-041
Paid into
Rao & Bell client accountHeld for clients, kept apart from fees
Rao & Bell office accountFees and the firm's own money
Bank linesClient account
| Reference | Received | Status |
|---|---|---|
| RB-2026-038 | £1,212.40 | Matched |
| RB-2026-039 | £900.00 | £347.60 short |
| MOSGROVE OCT | £2,764.15 | Needs a person |
| RB-2026-040 | £618.00 | Matched |
HistoryRB-2026-041
- A. Rao opened the draft
- A. Rao changed line 2 rate, £600.00 to £640.00
- A. Rao sent it for approval
- M. Bell approved it
- Sent to accounts@halden.example
Questions a partner asks first.
Who can send an invoice?
Only someone you have allowed to. An invoice waits in draft until a second person approves it, and the preparer cannot be that second person.
Can I keep client money apart from our fees?
Yes. Each payment request names the account it is paid into, so client money and the firm's fees are requested into different accounts.
What happens when a client pays the wrong amount?
The bank line is marked short or unmatched and stays open. Nothing is closed off until someone at the firm looks at it.
Can I see who changed an invoice?
Every invoice keeps a history of each change, with the person and the time, from the first draft to the payment.