How to Search for an Invoice

This article reviews the ways to search for specific invoices in the City Ledger.

There are two different ways to search for Invoices in the City Ledger.

  • Using the Search button
  • Using the Open Invoices tab

Option 1: Search Button

Click the Search button located at the top of your screen.

Option 1: Search Button

There are various ways to search for a specific invoice, they include:

  • Based on the Invoice Number
  • Based on the Reservation ID of the guest reservation whose charges were transferred to the City Ledger
  • Based on a PO Number that was assigned to an Invoice. If you are searching by Invoice ID, Res ID or PO Number, check the box beside Invoices/Reservations and select the corresponding dial based on how you wish to perform your search.

 

NOTE: Searching by Payment ID or Cheque # will take you to the Payment History Tab where you can see the Payment Detail for a specific invoice. This area is reviewed in the Payment History Overview section of this document.

Once you have entered your search criteria, select the OK button.

You will then be brought to the Open Invoices tab where your Invoice will display in the list above. Double click on the invoice to open it.                                                                                                                                                                                                                                                                        Note: The Print button located at the top of the screen can be used at this time to print the invoice. It can also be used if you wish to print an invoice listing report for this specific account.

Option 2: Open Invoices

Proceed to the Open Invoices tab located at the bottom of your screen.

Option 2: Open Invoices

Select the Account drop down menu located at the top of the screen.

Use the search field to locate the City Ledger Account where the Invoice is located. You may select the account from the list below, or type in the name of the account, account phone number or account contact name and select the Search button to bring up the account. Once the account is located, click on the Select button to view all open invoices for this City Ledger Account.

All open invoices will now appear in the list below. To search for a specific invoice number, use the Go to Invoice in List (Invoice ID) search field located to the right hand side of your screen.  Once you have located the Invoice you wish to view, double click on the invoice to view its details.