For South African sole traders & micro-businesses
ForgeLedger is a once-off document system covering invoices, quotes, client records, and SARS compliance admin. Download it once, customise it in an afternoon, use it in Microsoft Office or Google Docs for years.
Works in Microsoft Word, Excel, Google Docs & Sheets. One-time download — no subscription.
The problem
Quoting over WhatsApp with no written record — then chasing payment on the same thread.
Using an invoice PDF downloaded years ago that's missing required SARS fields.
Client records scattered across emails, notebooks, and a spreadsheet nobody updates.
Panicking at tax time because expense records are screenshots and till slips in a shoebox.
What's in the pack
Pre-formatted for South African business rules and SARS requirements. Not generic — specific.
All required SARS fields pre-populated. VAT-ready. Auto-numbered.
Professional quote forms that convert directly to invoices when the job is confirmed.
One sheet per client — contact details, quote history, payment status, notes.
Monthly log formatted for annual tax submission. Categories match SARS.
Supplier declarations, service agreements, and standard terms drafted for SA law.
A folder structure and filing guide so everything has a home and you can find it.
How it works
One ZIP file. Structured folders for invoices, quotes, client records, and compliance docs — pre-built for SA business rules and SARS requirements.
Add your logo, business name, banking details, and VAT number. The structure is done — you just fill in your specifics.
Invoice clients, track quotes, maintain client records, log expenses — all from templates you own outright, in software you already use.
Who it's for
You're a freelancer invoicing from a random PDF — and it's missing half the required SARS fields.
You're a tradesperson quoting over WhatsApp because you never had a proper quote form.
You started a business six months ago and your "admin system" is a folder of screenshots.
You want proper records but can't justify paying an accountant R5 000 to set up templates.
You've been meaning to sort your business admin for months and keep putting it off.
You know your trade inside out but admin feels like a second full-time job.
Early access
ForgeLedger is in development. Join the waitlist and we'll let you know when it's ready.