How can I link my ledgers?
Your ledgers created in Cavalato? Then it's time to link them to your tasks and parts. It is important to configure them at start-up so that your invoices are created correctly. We'll explain how to get this in this article.
Would you rather read this FAQ in written version? Then scroll further down.
How can I link my ledgers?
To link your ledgers, you can go to the "System" tab in Cavalato.
First, we will show you how to link a ledger to a task. To do this, select the "Task types" tab.
Select the desired task.
Under ‘Invoice ledger’, select the desired ledger.
Don't forget to designate a ledger for credit notes.
All ledgers linked? Then press ‘Save’ to save your modification.
Linking a ledger to a product was done the same way. To do this, go to the "System" tab - "Product types".
Select the desired product.
Under ‘Invoice ledger’, select the desired ledger.
Select a ledger for credit notes for your product as well.
Don't forget to save your changes by pressing the ‘Save’ button.
