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Ledger Desk
Cedar & RowBookkeeping

Illustrative product using fictional data

Back to needs review

Invoice detail

Alder Training Ltd

INV-1070

Balance dueGBP 460Needs attention

01

Invoice facts

Invoice date
Due date
Original amount
GBP 460
Overdue age
3 days · 1-7 days

02

Review position

Why it is here
No owner selected
Assigned owner
Unassigned
Current recorded position
Invoice remains overdue

03

Evidence history

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

No additional activity history

No dated evidence events are included. The current position is an undated fictional summary, not proof that an action occurred.

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.

Confirm fictional change

Restart the fictional example?

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