Sales Ledger & Invoicing

Creating & monitoring sundry debtor accounts for social housing with Pyramid Sales Ledger & Invoicing

Pyramid Sales Ledger

  • Record customer information
  • Current & next open accounting periods
  • Free form invoicing
  • Save invoices electronically
  • Statement generation
  • Workflow automation

Pyramid’s Sales Ledger provides a tool for creating and monitoring your sundry debtor accounts. Uses include: tenant repair recharges, court costs and general invoicing. This module provides an easy tool to manage all elements associated with debt collection.

Customer Details

The Sales Ledger supports fully user definable alphanumeric account codes with instant display of turnover historically by month, current month to date, year to date and next month, including full address details for:

  • Free form invoices
  • Statements
  • General correspondence

Each customer record has the facility to store information up to 999 individual people within the organisation; details include their name, position and general contact information.

This module is fully integrated and can be cross referenced to a tenant account in the Rent Ledger.

Reporting & Output Options

Pyramid is able to forecast payment receipt dates to help with cash flow and is fully integrated with the Custom Data and Image Management system for seamless documentation control and unique data entry requirements

This module is supplied with a free form invoicing option that can be linked with works orders for recharges.

Comprehensive audit trails and reporting suites are available in the form of:

  • Audit trails and daybooks
  • VAT analysis
  • Aged debtor reporting

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Latest Case Studies

Target Housing

In more recent history, Target Housing invested more than ever to expand the services they provide to complex needs’ clients. Including £30M in 30 properties, procuring a 24/7 hostel in Rotherham and extensions to council allocated support projects. All these are maintained using the Pyramid Housing Management system, which has served Target Housing since 2011.

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