---
title: "Customer Profile: Billing Section - Ledger Tab"
url: "https://help.psarev.io/en/article/customer-profile-billing-section-ledger-tab"
language: "en"
last_updated: "2026-04-16T15:20:51.392Z"
---

# Customer Profile: Billing Section - Ledger Tab

The *Ledger* tab on the Customer Profile screen contains a record of all billing transactions on the customer record, payments, invoices, charges, and credits. The *Ledger* acts as a log of all financial/billing activity for the customer's account.

![](https://cdn-assets.productfruits.com/3c848cc4-b75d-4891-8d27-59e0b4742a70)

Each field on the *Ledger* tab is defined below.

| No. | **Label** | *Definition* |
| --- | --- | --- |
| 1 | **Account** | *Numerical identifier for the customer account in your database.* |
| 2 | **Type** | *Type of transaction. Type options include Charge, Credit, Invoice, and Payment.* |
| 3 | **Date** | *Date and time the transaction took place.* |
| 4 | **Description** | Description of the transaction. |
| 5 | **Charge** | *Amount in dollars and cents for any charges in the transaction.* |
| 6 | **Credit** | *Amount in dollars and cents for any credits in the transaction.* |
| 7 | **Balance** | *Amount in dollars and cents of the remaining balance due on the customer account.* |

The following actions are available on the *Ledger* tab.

-   Export information on this tab by clicking the **Export CSV** button and selecting whether to export the **current page** or **all data** for the *Ledger* tab. The selected information will download as a .CSV file.
-   Search the transactions displayed on this tab by selecting a column from the dropdown above the grid and entering text in the **Search** field. The list view updates to display records matching your search in the column you selected. 
-   Customize which columns display in the list view and the order in which they display by clicking the **Arrange** button and making the desired changes. See the [**Arrange Columns**](https://help.psarev.io/en/article/arrange-columns) article for more information.
-   Sort the results in the table by clicking the column label in the table header.
-   View more details for a transaction by clicking the row or the ellipsis at the end of the row and selecting **View** from the menu options. See the [View Transaction Details](https://help.psarev.io/en/article/view-transaction-details) article for more information.

* * *

### **Tabs in the** ***Billing*** **Section**

For information on other tabs in the *Billing* section of the Customer Profile screen, see the related articles. 

-   [Customer Profile: Billing Section - Invoices Tab](https://help.psarev.io/en/article/customer-profile-billing-section-invoices-tab)
-   [Customer Profile: Billing Section - Unposted Tab](https://help.psarev.io/en/article/customer-profile-billing-section-unposted-tab)
-   [Customer Profile: Billing Section - Payment History Tab](https://help.psarev.io/en/article/customer-profile-billing-section-payment-history-tab)
-   [Customer Profile: Billing Section - Payment Accounts Tab](https://help.psarev.io/en/article/customer-profile-billing-section-payment-accounts-tab)
-   [Customer Profile: Billing Section - Collections Tab](https://help.psarev.io/en/article/customer-profile-billing-section-collections-tab)
-   [Customer Profile: Billing Section - Recurring Services Tab](https://help.psarev.io/en/article/customer-profile-billing-section-recurring-services-tab)