Learn & Support
New to SmartOps Ledger? Follow these guides to set up your account, choose a plan, and start using your dashboard.
Step 1
Go to Create account and register with your business email and a secure password. You can also sign up with Google if that option is enabled on the form.
After registration you are signed in automatically and can access your dashboard to set up your organization.
Step 2
Return anytime via Log in. Enter the email and password you used when registering.
If you forget your password, use the forgot-password option on the login page to receive a one-time code by email.
Step 3
Visit the Pricing page while logged in and choose the plan that fits your business. Checkout is handled securely through Stripe.
After payment, your subscription unlocks full dashboard access for your organization. You can manage billing from Settings in your dashboard.
Step 4
From your dashboard you can:
Explore each section from the sidebar after you log in. Trial access may apply until you activate a paid plan.
Need help? Reach our team by WhatsApp or email. We typically respond within one business day.
Use our WhatsApp number for a quicker response.
Include your account email and a short description of the issue.
Logged-in users can also open Support in the dashboard to submit a ticket.
Help center
Quick answers about SmartOps Ledger. Click the icon on any question to read the full answer and steps.
After you create an account, open your dashboard and go to Organization. Enter your business name and save — that creates the workspace where invoices, revenue, expenses, and team members live.
How to go about it: Log in → sidebar → Organization → fill in your business details → save. You can update the name later from the same page.
Subscription access is tied to the account that pays for the plan. When that account has an active subscription (or trial), organization members can use protected dashboard features according to your plan.
How to go about it: The organization owner or admin should visit Pricing, choose a plan, and complete checkout. Manage billing anytime from Settings in the dashboard.
New accounts may receive a trial period to explore the dashboard before subscribing. During the trial you can use core modules; when the trial ends, a paid plan is required to keep full access to protected features.
How to go about it: Check your trial status on the dashboard overview. Before it expires, go to Pricing and subscribe so your team is not interrupted.
Open Invoices from the dashboard sidebar. Create a new invoice with the client name, amount, due date, and line items. You can save as draft, mark sent, or email the invoice directly to your client from SmartOps Ledger.
How to go about it: Dashboard → Invoices → create invoice → enter client details → set status → use Send to deliver it by email. Track paid and overdue invoices from the same list.
SmartOps Ledger uses Stripe Connect so client payments go to your connected account. Connect once under Settings → Payments, complete Stripe onboarding, then payment links can be included when you send invoices.
How to go about it: Dashboard → Settings → Payments → Connect with Stripe → follow the onboarding steps. After your account is active, new invoices can include a pay-online link for clients.
Revenue records money coming into the business (sales, client payments, service income). Expenses records money going out (supplies, software, travel, contractor costs). Keeping them separate gives accurate profit and tax snapshots.
How to go about it: Use Revenue and Expenses in the sidebar to add entries with dates and amounts. Review combined results on Profit & taxes and the dashboard overview.
Each organization can include an admin plus up to two members with the Member role. The person you invite must already have a SmartOps Ledger account — add them by email from the Organization page.
How to go about it: Dashboard → Organization → Add member → enter their registered email → assign Admin or Member role → save. They will see the organization when they log in.
On the login page, choose the forgot-password option. Enter your registered email and you will receive a one-time code (OTP) by email to verify your identity and set a new password.
How to go about it: Login → Forgot password → enter email → check inbox for OTP → enter code → choose a new secure password → log in again.
Automations help reduce repetitive operational work — such as staying on top of invoice follow-ups and routine bookkeeping patterns — so you spend less time on admin and more on your business.
How to go about it: Open Automations from the dashboard sidebar, review available workflows, and enable the ones that match how you run your practice. Requires an active subscription or trial.
Yes. A single account can own up to two organizations — useful if you run a freelance practice and a separate venture, or manage distinct client entities.
How to go about it: Dashboard → Organization → create a new organization if you are under the limit. Switch context from the organization settings or selector when working in each workspace.
