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System Ledger & Billing

The system ledger is your billing home: see membership charges, add-ons, and invoices in one place.

System ledger hero

1. What this page is for​

  • Keep billing transparent: every membership charge, add-on purchase, and refund lives here.
  • Download invoices or jump to the Stripe portal when you need to manage payment methods.

2. Ledger card overview​

  • Appears on the dashboard with a “System” badge to separate it from operational ledgers.
  • Shows latest top-up, next scheduled charge, and current balance; includes a storage badge for billing files.
System ledger card

3. Transactions list​

  • Rows show date, reference, description, amount, and status (paid/refunded).
  • Filter by charge type (membership, add-on, refund) to focus on what matters.
  • Actions: download invoice, view payment method, or open the Stripe portal (when available).

4. Download invoices​

  • Click the invoice icon to download the PDF receipt for that charge.
  • “Manage in Stripe portal” opens Stripe for card updates or portal actions.
  • Missing a past receipt? Use the support link in the header to request one.

4. Next steps​

  • Use Accounts Transactions to see every ledger entry, including billing charges recorded as journal entries.