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How it all connects

From first quote to final settlement

Ten steps, one continuous flow. Each stage feeds the next automatically — nothing to re-enter, nothing to reconcile by hand.

Trade Ledger Pro workflow — from first quote to final settlement, the ten connected steps from Client to Reports
The complete flow at a glance — each step feeds the next automatically.
STEP 01

Client

Add the buyer to your contact book — details, terms and history live in one place.

STEP 02

Quotation / Proforma

Raise a professional PI. When it's accepted, convert it into a trade in one tap.

STEP 03

Trade

The order is confirmed. Everything from here links back to this single trade.

STEP 04

Customer Payments

Record full, partial or advance payments. Receivables update the moment you save.

STEP 05

Vendor Purchases

Log what you buy to fulfil the trade. Cost feeds straight into the margin.

STEP 06

Vendor Payments

Settle your suppliers. Payables always show the real, current position.

STEP 07

Expenses

Add trade and business costs so profit is the true, net figure — not gross.

STEP 08

Profit

Sales − purchases − expenses, calculated automatically for the trade and overall.

STEP 09

Partner Settlement

Apply each partner's percentage; advances and overpayments adjust by themselves.

STEP 10

Reports

Export GST-ready Sales, Purchase, Outstanding, Profit and Partner Share reports.

Why the flow matters

Connected beats copied

Enter once

A payment recorded at step 4 updates receivables, profit and reports downstream — automatically.

Always reconciled

Because every step links to the trade, the numbers can't drift apart the way spreadsheets do.

Faster month-end

When the flow is live all month, closing the books is a glance, not a marathon.

Run the whole flow on your phone

Record your first trade and watch the numbers move themselves. Free to get started.

Get it onGoogle Play iOSComing soon

Free to start · No card required · Works on Android