> ## Documentation Index
> Fetch the complete documentation index at: https://ownpay.org/docs/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> OwnPay is licensed under AGPL-3.0 and is completely free - no licensing fees.
> Production docs URL: https://ownpay.org/docs - append .md to any page URL for clean markdown.
> OwnPay requires PHP 8.3+, MySQL/MariaDB, and Redis.
> MCP server available at https://ownpay.org/docs/mcp for programmatic documentation queries.
> Use root-relative links (e.g. /quickstart) for internal navigation - do NOT include /docs prefix.
> Plugin development: consult /developer/plugins/ pages for correct interfaces and manifests.
> Canonical locations: API auth = /api/authentication, webhook verification = /api/webhooks, rate limits = /resources/rate-limiting, transaction statuses = /fundamentals/payment-flow.
> The documentation uses the Diataxis framework: Tutorials (learning), How-to (tasks), Reference (lookup), Explanation (understanding).

# Ledger UI

> How to use the ledger page to view journal entries, filter by account type and date, and check balance summaries in OwnPay.

The Ledger page gives you a searchable view of all double-entry journal entries for the currently selected brand. For the conceptual explanation of how the double-entry system works, read [Ledger fundamentals](/docs/fundamentals/ledger).

## View ledger entries

1. Go to **Payments** → **Ledger**.
2. The page loads a table of all journal entries for the active brand, ordered by most recent first.
3. Each row shows the date, reference ID, entry type (Debit or Credit), amount, and description.

## Filter ledger entries

Use the toolbar above the table to narrow the view:

| Filter             | Description                                                                         |
| ------------------ | ----------------------------------------------------------------------------------- |
| **Account type**   | Select a specific ledger account (for example Merchant Payable, Gateway Settlement) |
| **Date range**     | Pick a From and To date to view entries within a period                             |
| **Brand selector** | Switch to a different brand’s ledger (if you have multi-brand access)               |
| **Reference**      | Search by transaction ID, invoice number, or payment link ID                        |

## Balance summaries

At the top of the page, you see a summary card showing the **current balance** for the selected brand. This balance is the net sum of all posted debit and credit entries in the brand’s base currency.

The balance reflects:

* Completed payments that credit your merchant payable account.
* Gateway fees that debit your asset account.
* Completed refunds that reverse the original entries.

Pending transactions and awaiting-verification payments do **not** appear in the ledger. Entries are only posted when a transaction reaches **Completed** status.

<Warning>
  Do not edit the `op_ledger_entries` or `op_ledger_accounts` database tables directly. Manual changes break the double-entry balance constraint and will cause validation errors.
</Warning>

## Related Pages

* [Ledger fundamentals](/docs/fundamentals/ledger) - conceptual explanation of the double-entry model
* [Balance verification](/docs/reports/balance-verification) - reconcile your ledger against gateway statements
* [Transactions](/docs/payments/transactions) - find the payments behind ledger entries
* [Refunds](/docs/payments/refunds) - see how refunds reverse ledger entries


## Related topics

- [Ledger - Double-Entry Bookkeeping for Payments](/docs/fundamentals/ledger.md)
- [Integration Plugin Development](/docs/developer/plugin-types/integration.md)
- [Plugin Capabilities - Declare Features and Permissions](/docs/developer/plugins/capabilities.md)
- [Features and Capabilities](/docs/resources/features.md)
- [Transaction management](/docs/payments/transactions.md)