Invoices And Money-In

Invoice and A/R workflows for connected apps.

LedgerLine helps SaaS apps and custom software create customers, estimates, invoices, invoice posting workflows, customer payments, A/R summaries, and customer-facing document shares through an accounting API.

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Customer records support invoice, report, document, and share workflows.

Estimates are operational sales documents and do not affect accounting by themselves.

Invoice posting creates A/R and revenue through balanced journal entries.

Customer payments reduce Accounts Receivable and debit cash or clearing.

Workflow

From customer to receivable to payment.

Connected apps can keep their own product experience while LedgerLine handles the accounting state behind server-side API calls.

  1. Step 1

    Create or list customers from your server.

  2. Step 2

    Create estimates or draft invoices without accounting impact.

  3. Step 3

    Post the invoice when it should create A/R and revenue.

  4. Step 4

    Record customer payments and read A/R summaries.

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Sample-data demo

Invoice sample-data demo

Preview invoice list, detail, rendered invoice, and customer-facing share examples with fake data.

Sample dataDemo only
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Accounting Truth

Posting is the accounting line.

  • Customer creation has no accounting impact.
  • Estimate creation, acceptance, or decline has no accounting impact.
  • Estimate conversion creates a draft invoice; it does not post accounting by itself.
  • Invoice creation has no accounting impact until posted.
  • Invoice posting debits Accounts Receivable and credits Revenue.
  • Payment recording debits Cash/Clearing and credits Accounts Receivable.
  • Stripe Checkout/payment collection is deferred unless a later provider phase implements it.
  • LedgerLine can record payments; external money movement is separate unless provider integration is added.

Developer Workflow

Server-side invoice API path.

  • Use API keys only from server-side code.
  • Call customer, estimate, invoice, invoice posting, payment, and A/R report endpoints.
  • Use API Recipes and OpenAPI YAML for route-level details.
  • Use the read-only API Reference for examples; it does not send live requests.
  • Production still requires setup, migrations, private buckets, RLS/Storage dry-run, and QA.

Related Docs

Keep moving through the product and API path.

Invoice sample-data demo

Preview invoice list, detail, rendered invoice, and customer-facing share examples with fake data.

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Reports

See how posted invoices and payments show up in A/R and summary reports.

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Generate a guided setup plan, fake env placeholders, implementation prompt, and smoke checklist.

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Developer Docs

Open the technical lane for exact API, auth, webhooks, OpenAPI, and implementation details.

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API Recipes

Browse practical server-side workflows for LedgerLine's accounting API.

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Accounting Model

Understand operational records, posting, reversals, A/R, A/P, and reports.

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API Reference

Review read-only request and SDK examples with fake placeholders only.

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OpenAPI YAML

Inspect the manual OpenAPI source for the public API surface.

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Related Features

Explore adjacent LedgerLine modules.

Bills And A/P

Vendors, bills, posting, vendor payments, reversals, and A/P reporting.

Open feature

Documents And Evidence

Private evidence files, Document Center workflows, shares, portals, and CPA support.

Open feature

Reports

Read-only summary, A/R, A/P, ledger, and 1099 support reporting.

Open feature

1099 Support

Vendor metadata and posted payment summaries for CPA/tax-support review.

Open feature

Product Truth

Built foundation, honest boundaries.

Early accessRead-onlyServer-side onlyProduction review required
  • API Reference is read-only and never asks for real API keys.
  • Core accounting does not require Stripe, SendGrid, Plaid, OCR/AI, IRS e-filing, or payroll providers.
  • Provider integrations, active billing, IRS e-filing, and payroll/HR remain deferred unless implemented later.
  • Setup/testing is available from the code side; production rollout requires review.
  • LedgerLine does not claim SOC 2, PCI, certification, tax advice, legal advice, accounting advice, or affiliation with Stripe.

Next Steps

Explore LedgerLine

Move from product overview to use cases, API docs, and the developer setup path.

Read The Product Overview

See what LedgerLine handles for connected apps.

Explore Use Cases

Map LedgerLine to SaaS, marketplace, operations, and document-heavy apps.

Browse The Accounting API

Review public API workflows, OpenAPI, recipes, SDK helpers, and console links.

Review Pricing Strategy

See early-access plan packaging, module boundaries, and billing guardrails.

Build with AI

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