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How to run CollabLedger without guessing your way through it.
Use this knowledge base to understand influencer CRM workflows, creator invoicing, historical import, and reporting. It is designed to get a creator or manager from spreadsheet chaos to a clean operating workflow quickly.Quick guides for invoicing, imports, reporting, and collections workflows.
Create your first invoice
How templates, GST, currency selection, and line items work together.
Pick the brand first so the invoice inherits the right relationship context.Use `Tax rate (GST %)` instead of a bare number; `18` is just the default rate for many Indian creator invoices.Choose `INR` or `USD` depending on how the brand will actually settle the invoice.Use invoice notes for client-facing billing instructions, payment context, or anything the brand team should see on the invoice.
Download a tax report
Export a CSV report of invoices, GST amount, totals, and settlement status.
Go to `Reports` and use `Download tax report`.The export includes invoice number, issue date, currency, GST %, GST amount, total, paid amount, and outstanding balance.This is intended for finance review, reconciliation, and sharing with your accountant.
Import historical data from Excel
Bring older brands, deals, and invoices into CollabLedger using a workbook template.
Open `Settings` and use `Historical data import`.Download the template workbook, fill the `Brands`, `Deals`, and `Invoices` sheets, then upload it.Duplicate invoice numbers are skipped automatically to make repeat imports safer.
Work the invoice ledger
Use the ledger to update payment status, collected amounts, and open balances in one place.
Open `Invoices` and switch to `Ledger` for daily payment updates.Use status plus collected amount together so reports reflect what has really landed.The ledger is focused on invoice state and cash collection, not outbound reminder automation.
Knowledge base
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Pick the brand first so the invoice inherits the right relationship context.Use `Tax rate (GST %)` instead of a bare number; `18` is just the default rate for many Indian creator invoices.Choose `INR` or `USD` depending on how the brand will actually settle the invoice.Use invoice notes for client-facing billing instructions, payment context, or anything the brand team should see on the invoice.
Go to `Reports` and use `Download tax report`.The export includes invoice number, issue date, currency, GST %, GST amount, total, paid amount, and outstanding balance.This is intended for finance review, reconciliation, and sharing with your accountant.
Open `Settings` and use `Historical data import`.Download the template workbook, fill the `Brands`, `Deals`, and `Invoices` sheets, then upload it.Duplicate invoice numbers are skipped automatically to make repeat imports safer.
Open `Invoices` and switch to `Ledger` for daily payment updates.Use status plus collected amount together so reports reflect what has really landed.The ledger is focused on invoice state and cash collection, not outbound reminder automation.
FAQ
Answers to the questions a new workspace owner usually has first.
These are the most common product questions around import, invoicing, collections, and finance exports.
Can I upload historical invoices from a spreadsheet?
Yes. Use the historical data importer in Settings. It accepts an Excel workbook template and can bring in brands, deals, and invoices.
Does the product send reminder emails automatically?
Yes. By default, reminder sequences email your workspace team so you know when to follow up. Direct brand reminders are optional and stay off unless you explicitly enable them in Settings.
Can I invoice in USD?
Yes. New invoices can now be created in INR or USD. Currency is stored with the invoice and reflected in the printable and downloadable versions.
What is the tax report export for?
It gives you a CSV of invoice-level tax fields such as subtotal, GST %, GST amount, total, and settlement status, which is useful for reconciliation or sharing with an accountant.
Common questions
Common questions
Answers for imports, invoicing, reminders, currency, and reports.
Yes. Use the historical data importer in Settings. It accepts an Excel workbook template and can bring in brands, deals, and invoices.
Yes. By default, reminder sequences email your workspace team so you know when to follow up. Direct brand reminders are optional and stay off unless you explicitly enable them in Settings.
Yes. New invoices can now be created in INR or USD. Currency is stored with the invoice and reflected in the printable and downloadable versions.
It gives you a CSV of invoice-level tax fields such as subtotal, GST %, GST amount, total, and settlement status, which is useful for reconciliation or sharing with an accountant.