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              Modules

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              Settings

              Company, invoice, user, tax, billing and data settings.

              Articles

              11 articles
              • Restoring deleted items

                Bring back invoices, bills, journal entries, clients, vendors and other records you deleted, or remove them permanently.

                Updated Oct 16, 2026
              • Reviewing activity logs

                See who did what in your company and when, filter the audit trail, open the full details of any change, and export the log.

                Updated Oct 16, 2026
              • Exporting your company data and deleting a company

                Download a backup of your company's data as a zip of CSV files, or permanently delete a company you no longer need.

                Updated Oct 16, 2026
              • Choosing a plan and managing billing

                Compare the Free, Plus, Pro and Max plans, upgrade or start a trial, cancel a plan, and download the invoices for your payments.

                Updated Oct 16, 2026
              • Adding a lower deduction certificate

                Record a vendor's or client's lower or nil TDS certificate so SmartLedger deducts at the certificate rate while it is valid.

                Updated Oct 16, 2026
              • Setting up TDS for your company

                Turn on TDS, add your TAN and deductor details, and review the rates, thresholds and rules SmartLedger uses for each TDS section.

                Updated Oct 16, 2026
              • Managing users, roles and permissions

                See who can open your company, what each role is allowed to do, change a member's role, approve access requests, and disable or remove a user.

                Updated Oct 16, 2026
              • Setting up quote numbering and logo

                Set the prefix and starting number for your quotes and choose the logo they carry.

                Updated Oct 16, 2026
              • Recording your LUT for export invoices

                Add the Letter of Undertaking you filed on the GST portal so export and SEZ invoices can be issued without IGST, and get reminded before it expires.

                Updated Oct 16, 2026
              • Setting up invoice numbering, bank details and terms

                Choose how new invoices and receipts are numbered, set default discounts and accounts, add your invoice logo, bank details, terms and notes.

                Updated Oct 16, 2026
              • Updating your profile and company details

                Edit your own name and photo, keep the company's name, GSTIN, PAN, address and logo up to date, and choose the app currency.

                Updated Oct 16, 2026