{"id":35880,"date":"2026-01-20T15:24:22","date_gmt":"2026-01-20T09:54:22","guid":{"rendered":"https:\/\/mybillbook.in\/s\/?page_id=35880"},"modified":"2026-01-20T15:43:30","modified_gmt":"2026-01-20T10:13:30","slug":"shared-ledger","status":"publish","type":"page","link":"https:\/\/mybillbook.in\/s\/shared-ledger\/","title":{"rendered":"SharedLedger Portal: One Link for Invoices, Balances, and Orders"},"content":{"rendered":"

<\/span>Shared Ledger Portal: One Link for Invoices, Balances, and Orders<\/strong><\/span><\/h1>\n

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Credit sales become slow when customers don\u2019t have the same view of invoices and pending amounts. The SharedLedger Portal in myBillBook gives your customers one place to view shared invoices, check their overall balance (receivable\/payable), and even browse your online catalogue\u2014so approvals and payments move faster with fewer follow-ups.<\/p>\n

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<\/span>What is a Shared Ledger?<\/b><\/span><\/h2>\n

Shared Ledger<\/b>\u00a0<\/span>lets you\u00a0share a live, customer-wise ledger<\/strong>\u00a0(balance, invoices, payments, credits\/debits) with your buyers, along with\u00a0invoice-level details<\/strong>\u2014in a controlled,<\/span>\u00a0secure way.\"\"<\/span><\/p>\n

Your customer can view:<\/span><\/p>\n

    \n
  • Outstanding balance<\/span><\/li>\n
  • Invoice list and invoice details<\/span><\/li>\n
  • Payment entries and adjustments<\/span><\/li>\n
  • Running ledger statement for a selected period<\/span><\/li>\n<\/ul>\n

    Importantly, <\/span>even if your customer is not on myBillBook<\/b>, they can still access the shared ledger via a simple login flow (typically with their mobile number), making adoption frictionless.<\/span><\/p>\n

     <\/p>\n

    <\/span>How Shared Ledger Portal Works<\/b><\/span><\/h2>\n

    When you share an invoice via WhatsApp (or any other platform), the customer is redirected to the portal to view that invoice. From there, they can log in using their registered mobile number (the mobile number saved in your <\/span>myBillBook party record<\/b>) to access their full portal dashboard and transaction history.<\/span><\/p>\n


    \n<\/span>If they open the link without logging in, they can still view the shared invoice, but full transaction history access requires login.\u00a0<\/span><\/p>\n

     <\/p>\n

    <\/span>Why Businesses Use Shared Ledger Portal<\/b><\/span><\/h2>\n

    SharedLedger Portal is designed to reduce the operational friction that delays collections: repeated requests for invoice copies, confusion about which invoices are pending, and time lost in back-and-forth reconciliation. By providing customers with a single portal view, it simplifies invoice sharing, reduces follow-ups, speeds up payments, and provides a more professional experience.\u00a0<\/span><\/p>\n

     <\/p>\n

    <\/span>Key Capabilities of Shared Ledger<\/b><\/span><\/h2>\n
    Live, customer-wise ledger sharing<\/b><\/h5>\n

    Share the customer\u2019s running statement so both parties always refer to the same balance.<\/span><\/p>\n

    Invoice-level visibility<\/b><\/h5>\n

    Customers can open invoices and understand exactly what is pending, reducing \u201csend invoice again\u201d requests.<\/span><\/p>\n

    Works even if the buyer is not on myBillBook<\/b><\/h5>\n

    No dependency on the buyer using the same software\u2014access is available through a simple login flow.<\/span><\/p>\n

    Real-time updates<\/b><\/h5>\n

    As soon as you bill, record payment, or adjust entries, the ledger reflects the latest numbers.<\/span><\/p>\n

    Controlled access<\/b><\/h5>\n

    You share only the relevant customer\u2019s ledger\u2014buyers don\u2019t see anything beyond their own account.<\/span><\/p>\n

    Reduces disputes and follow-ups<\/b><\/h5>\n

    With transparent invoice mapping and statement visibility, most reconciliation happens without calls.<\/span><\/p>\n

     <\/p>\n

    <\/span>How Shared Ledger Works (End-to-End)<\/b><\/span><\/h2>\n