Customer Ledger
Accounts receivable, reconciliation, and credit control for serious B2B WooCommerce stores.
Automate bulk payment allocation, enforce customer credit limits, and give wholesale buyers a live payment overview without sending your team back to spreadsheets.
Everything You Need to Succeed
Discover the powerful capabilities that make Customer Ledger the preferred choice for professional WooCommerce stores worldwide.
Automated FIFO allocation that applies one payment across multiple unpaid WooCommerce orders
Batch CSV bank import workflow with background processing and row-level recovery guidance
Credit limits that block offline or invoice-based checkout when a buyer exceeds policy
Forward-balance store credit handling for refunds, credits, and unapplied overpayments
Customer-facing Payment Overview area with balance, credit, and ledger history
Statement export support for PDF or CSV account-history workflows
Gap detection that flags overpayments, missing allocations, and reconciliation anomalies
Manual override tools for accounting teams when automatic matching needs correction
Custom ledger-oriented data model built for high-order-volume B2B stores
Historical cleanup and migration workflows for moving off spreadsheets or messy legacy records
And 1+ more powerful features to explore
See Complete Feature ListWhy Choose Customer Ledger?
The benefits that make this plugin essential for your store.
Remove hours of manual spreadsheet reconciliation from every accounting cycle.
Apply bulk checks, ACH payments, and wire transfers without hand-calculating every order update.
Protect margin and cash flow by enforcing customer credit policy before checkout is accepted.
Reduce support and collections friction with self-serve balance visibility and downloadable statements.
Keep refund value inside future orders by turning eligible adjustments into forward balance credit.
Catch ledger mistakes earlier with anomaly detection instead of discovering them at month end.
Scale B2B finance workflows without forcing WooCommerce post meta to act like an accounting engine.
Next Steps
Keep moving through the right WooCommerce path
Use the supporting links below to compare options, learn the broader workflow, or scope a store-specific implementation path.
Connect credit control to the broader B2B buying workflow
B2B Sales Kit covers pricing, account permissions, and buyer ordering when the finance workflow needs a complementary front-end wholesale experience.
Read the EU VAT operations guide
This article covers another finance-heavy workflow where WooCommerce stores need more disciplined compliance and reporting operations.
See the custom development service
Ledger, reconciliation, and credit workflows often need rollout planning, ERP touchpoints, or finance-specific implementation help.
Discuss receivables and reconciliation requirements
Use the contact flow if you need help mapping offline payments, credit policy, or accounting-team rollout requirements.
See Customer Ledger in Action
Get a closer look at the interface and features that make this plugin powerful.
FIFO allocation workspace
A single bank payment is distributed across the oldest open invoices first, with partial allocations and unapplied balance handling kept visible for accounting review.
Credit control before checkout
Credit exposure, available headroom, and offline-payment eligibility are evaluated before a new order adds more receivables risk.
Customer payment overview
B2B buyers get a self-serve ledger view with outstanding balance, available credit, recent payments, and statement export actions inside My Account.
Requirements
- WooCommerce store with offline, invoice, or net-term payment workflows
- Consistent customer-account mapping for orders, payments, and credits
- Bank CSV exports or manual payment-entry processes for reconciliation
- Defined B2B credit policy rules before rollout
Support & Updates
Ready to Transform Your Store?
Join thousands of merchants who trust Customer Ledger to power their WooCommerce stores.