Complete Financial Tracking with Resident Ledgers
Maintain accurate financial records for every resident with our comprehensive ledger system. Track charges, payments, credits, and balances in real-time with a complete audit trail.
Key Benefits
Track every dollar with complete transparency
Real-time balance tracking
Complete transaction history
Automatic payment application
Credit and adjustment management
Multi-payer support
Detailed financial reporting
Features & Capabilities
Key Ledger capabilities for your facility
Running Balance
View each resident's current balance at a glance, with automatic updates as charges and payments are recorded.
Transaction History
Access a complete chronological record of all charges, payments, credits, and adjustments for each resident.
Payment Application
Apply payments to specific charges or let the system automatically apply payments to the oldest outstanding balances.
Credits & Adjustments
Easily record credits, refunds, and balance adjustments with full documentation and audit trails.
Multi-Payer Tracking
Track separate balances when multiple parties (resident, family, treatment center) share payment responsibility.
Financial Reports
Generate accounts receivable aging, payment history, and balance reports by resident, property, or date range.
The Financial Foundation for Recovery Housing
Managing resident finances in recovery housing requires precision and transparency. Our ledger system provides a clear, accurate picture of every resident's financial standing while maintaining the detailed records you need for audits and reporting.
Ledger Capabilities
Automatic Calculations
Balances update automatically as transactions are recorded
Complete Audit Trail
Every transaction is timestamped and linked to the user who recorded it
Flexible Charges
Record rent, program fees, deposits, and miscellaneous charges
Aging Reports
See overdue balances organized by 30, 60, 90+ days
Integrated with Billing
The ledger system works seamlessly with our billing features. Charges from recurring billing are automatically posted to the ledger, and online payments are recorded in real-time, keeping your records always up to date.
Frequently Asked Questions
What's the difference between ledger and invoicing?
The ledger is your complete financial record for each resident - it tracks all charges, payments, credits, and the running balance over time. Invoicing is the process of generating bills to send to payers. The ledger is always active; invoicing is an optional add-on coming later this year that will generate professional invoices from ledger data.
Can I track payments from multiple payers for one resident?
Yes, the ledger supports multi-payer scenarios common in recovery housing. You can track payments from the resident, family members, treatment centers, or other third parties, with clear attribution of who paid what.
How do I record a refund or adjustment?
Credits and adjustments can be added directly to the ledger with a description explaining the reason. These are tracked separately from regular payments and appear in the transaction history with full documentation.
Can I export ledger data for accounting?
Yes, you can export transaction reports and balance summaries in multiple formats for use with external accounting software or for auditing purposes.
How far back does the ledger history go?
The ledger maintains a complete history of all transactions for as long as the resident record exists. You can view transaction history dating back to when the resident was first added to the system.
Trusted by Recovery Professionals
Join hundreds of recovery residences who trust our HIPAA and 42 CFR Part 2 compliant platform to manage their operations efficiently and securely.
Ledger
Next up:
Invoices
Resident Management
Housing & Operations
Compliance & Security
Communication & Tasks
Organizations & External
Exploring all 31 features of Sober Living App • 13 completed
Ready to streamline your ledger?
Join hundreds of sober living operators who trust Sober Living App to manage their operations efficiently.