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Ledger Desk
Cedar & RowBookkeeping

Illustrative product using fictional data

Back to needs review

Invoice detail

Willow Studio Ltd

INV-1048

Balance dueGBP 2,480Needs attention

01

Invoice facts

Invoice date
Due date
Original amount
GBP 2,480
Overdue age
18 days · 15-30 days

02

Review position

Why it is here
No response after first manual follow-up
Assigned owner
Practice manager
Latest recorded activity
Owner review required

03

Evidence history

Recorded means present in the example record; it does not mean a task was completed. Only included events are shown.

  1. Invoice issuedFictional accounting source
    Recorded
  2. Agreed due date passedLedger Desk date rule
    Recorded
  3. First follow-up email sent manuallyPractice manager
    Completed manually
  4. Owner review requiredLedger Desk review rule
    Recorded

Ledger Desk has not contacted this client, verified a payment or changed an accounting record.

04

Choose the next controlled action

Ledger Desk records the decision in this fictional browser session. A person still completes any contact, investigation or payment check.

  • Add to today's follow-upAdds a manual task for today. No message is sent.
  • PauseStops ordinary follow-up until a fixed review on 4 August 2026.
  • Mark disputedSuppresses ordinary follow-up for a person to investigate.
  • Record payment checkRecords that payment needs checking. It does not mark the invoice paid.

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This removes decisions made in this browser session, clears search text and restores the seven original fictional invoices.