Revenue cycleLive · in the productMoney

TradeLedger

Your trade customers’ accounts: licences on file, credit limits, ageing, collections and statements.

Get TradeLedger Open the appAvailable nowHow pricing works →

What it is

The customer book of a distributor or a device company: the chemists, hospitals, clinics and dealers it sells to, each with its tax registration, billing and shipping addresses, contacts, credit limit and credit days. The business sets which licences a customer must hold before it can be sold to (a drug licence, say), naming where each rule comes from; none ship. Each licence on file carries its number and expiry, and a customer whose required licence is missing or expired cannot be sold to in OrderBook. Invoices from OrderBook and credit notes from ReturnsDesk land on the customer’s account with receipts, opening balances and debit or credit notes. A recorded entry is never edited: it is put right with a note. Payments clear the oldest bill first. Ageing shows what is not yet due and what is 0–30, 31–60, 61–90 and over 90 days past due. The day’s collection list holds every customer with something past due whose follow-up has come round, and every promise to pay that fell due unpaid. A customer is held when someone puts a hold on with a reason, when it would go over its limit, or when it is past due, if the business has chosen to hold for that and with the days of grace it gives. A statement for any period downloads as a PDF.

Who uses it: Built for: Every specialty
Reads: OrderBook invoices, ReturnsDesk credit notes
Writes: Trade customers, their addresses, contacts and licences, receipts, opening balances, debit and credit notes, promises to pay and collection follow-ups, credit limits, credit days and holds
Never: It does not decide which licences a customer needs, and it ships no licence rule, credit limit or grace period.
Access: Only people whose role includes it — the clinic owner decides who
Your data: No PHI. Hosted in Boston, United States. On uninstall: The customer book closes. Customers, licences, ledger entries, promises and notes are kept, and OrderBook and ReturnsDesk need it back to sell or credit.

In the product

Who uses it: Finance manager — the demo profile it is best tried as
Where it opens: Revenue cycle › Trade Ledger /tradeledger
Permission: tradeledger.read

Every revenue cycle app in the handbook →

How it works

Add your customersEach chemist, hospital, clinic or dealer with its tax registration, addresses, contacts, credit limit and credit days.
Set your licence rulesName the licences a customer must hold to be sold to, with where the rule comes from, and record each customer’s number and expiry.
Work the collection listEach day: who is past due and whose follow-up has come round. Log the call, record a promise to pay, or record the receipt.
Send statementsAgeing by days past due on one screen, and a statement for any period as a PDF.

Rules it keeps

What it does not do, by design. A listing with only benefits is an advertisement.

It does not decide which licences a customer needs, and it ships no licence rule, credit limit or grace period.

It does not take payments online or chase customers by itself, and it does not edit or delete a recorded entry.

AI in TradeLedger

AskQuestions about what is on screen — “What needs attention in TradeLedger today?” — answered with the records it read.

DraftSummaries and notes for the team, marked as drafts until a person signs.

Every answer shows its sources. Nothing AI writes is saved until a person accepts it.

See it on screen

TradeLedger — Trade Ledger — Keep trade customers’ accounts: licences, credit limits, ageing, collections, statements — 01Trade Ledger — Keep trade customers’ accounts: licences, credit limits, ageing, collections, statementsCaptured from the running demo clinic

01Trade Ledger — Keep trade customers’ accounts: licences, credit limits, ageing, collections, statementsCaptured from the running demo clinic

1 of 1

Questions clinics ask

What does TradeLedger do?

Your trade customers’ accounts: licences on file, credit limits, ageing, collections and statements. The customer book of a distributor or a device company: the chemists, hospitals, clinics and dealers it sells to, each with its tax registration, billing and shipping addresses, contacts, credit limit and credit days. The business sets which licences a customer must hold before it can be sold to (a drug licence, say), naming where each rule comes from; none ship. Each licence on file carries its number and expiry, and a customer whose required licence is missing or expired cannot be sold to in OrderBook. Invoices from OrderBook and credit notes from ReturnsDesk land on the customer’s account with receipts, opening balances and debit or credit notes. A recorded entry is never edited: it is put right with a note. Payments clear the oldest bill first. Ageing shows what is not yet due and what is 0–30, 31–60, 61–90 and over 90 days past due. The day’s collection list holds every customer with something past due whose follow-up has come round, and every promise to pay that fell due unpaid. A customer is held when someone puts a hold on with a reason, when it would go over its limit, or when it is past due, if the business has chosen to hold for that and with the days of grace it gives. A statement for any period downloads as a PDF.

What data does TradeLedger read and write?

TradeLedger reads OrderBook invoices, ReturnsDesk credit notes and writes trade customers, their addresses, contacts and licences, receipts, opening balances, debit and credit notes, promises to pay and collection follow-ups, credit limits, credit days and holds. Its data class is No PHI. Every app works on the same patient record — nothing is copied into a silo.

What does TradeLedger deliberately not do?

It does not decide which licences a customer needs, and it ships no licence rule, credit limit or grace period. It does not take payments online or chase customers by itself, and it does not edit or delete a recorded entry.

What happens to our data if we uninstall TradeLedger?

The customer book closes. Customers, licences, ledger entries, promises and notes are kept, and OrderBook and ReturnsDesk need it back to sell or credit.

Is TradeLedger available today?

Yes — TradeLedger is live in clinics today. Set up your practice on MedAppz and install it from your dashboard.

Want to see TradeLedger running on your own patients?

Tell us what you run and we will show you this app inside a practice shaped like yours — or answer the question the page above did not.

More in Revenue cycle

All 34 →