As a business owner, you likely rely on client ledgers to keep track of your customers' spending and payments. In order to make this process as easy and efficient as possible, it's helpful to have a client ledger card form that you can use. This form can help you keep track of important information about each customer, such as contact details, account numbers, and outstanding balances. Plus, by having all of this information in one place, you'll be able to more easily monitor your clients' spending and payments. Ready to get started? Check out the following template for creating your own client ledger card form!
| Question | Answer |
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| Form Name | Client Ledger Card Form |
| Form Length | 2 pages |
| Fillable? | No |
| Fillable fields | 0 |
| Avg. time to fill out | 30 sec |
| Other names | ledger card account, ledger card trust account, client ledger, client ledger card |
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CLIENT LEDGER CARD |
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NAME: |
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MATTER: |
FILE NO. |
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ADDRESS: |
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PHONE: |
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ATTORNEY: |
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DATE
NAME
MEMO
CK.
NO.
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FEES |
COSTS ADVANCED |
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TRUST |
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Charged |
Received |
AR Bal. Advanced |
Received |
Balance |
Disbursed |
Received |
Balance |
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[10 JAN 11 REV 3/99] |
PROVIDED AS A COURTESY BY THE OREGON STATE BAR PROFESSIONAL LIABILIITY FUND |
(CLIENT LEDGER CARD AND TRUST JOURNAL.DOC) |
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TRUST ACCOUNT
RECEIPTS AND DISBURSEMENTS JOURNAL
DATE
MATTER/CLIENT REFERENCE
RECEIPTS DISBURSEMENTS BALANCE
[10 JAN 11 REV 3/99] |
PROVIDED AS A COURTESY BY THE OREGON STATE BAR PROFESSIONAL LIABILIITY FUND |
(CLIENT LEDGER CARD AND TRUST JOURNAL.DOC) |
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