LedgerLumen

Invoice tracking

Invoice tracking for small service businesses

See what customers owe without separating invoices from the rest of your books.

LedgerLumen helps service businesses create invoice records, track open balances, identify overdue invoices, and connect receivables to reports and customer records.

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LedgerLumen invoices screen showing sample invoice records, due dates, balances, and overdue status

At a glance

Invoices are not just billing records. They explain receivables, project revenue, cash timing, and what a bookkeeper or tax preparer will ask about later.

Open balances stay visible

Track invoice status, due dates, customer names, project context, and recorded payments in one place.

Reports include receivables

See money owed alongside profit, expenses, receipt gaps, and cleanup items instead of reviewing invoices in isolation.

Customer context travels with the record

Keep invoice records tied to customers and projects so owner review does not depend on memory.

Trust and fit

Built for the owner who still has to answer the money questions.

  • Invoice records, payments, customers, projects, and reports live in the same workspace
  • Bank connection is optional and handled through Stripe Financial Connections
  • Tax-readiness views are planning aids and do not replace professional advice
  • Workspace exports help owners and advisors review records outside the app

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