How to Post a Payment to an Invoice using Payment Credit
The following article explains how payments can be made directly to invoices on the City Ledger, without using a payment credit on file.
Locate the desired Invoice
Go to Operations > City Ledger and locate the Invoice where you wish to post the payment. If you are unsure how to locate an invoice, please see the article How to Search for an Invoice in the City Ledger module.
Charges can be posted either from the following areas:
- the Open Invoices tab
- the City Ledger Account Master Screen
- the Details for Invoice screen
Posting a Payment on the Open Invoices Tab
Posting a Payment from the City Ledger Account Master Screen
From the City Ledger Account Master screen, go to the Invoices tab and click on the Invoice where you wish to post the payment (ensure the black arrow is pointing towards the invoice). Select the Pay Invoice button located at the bottom of the screen.
NOTE: If you select the Pay Invoice from the City Ledger Account Master, you will be asked if you wish to pay Multiple Invoices or just the one invoice. To learn how to pay Multiple Invoices at once please see the articles How to Pay Multiple Invoices at once without using Payment Credit, or How to Pay Multiple Invoices at once using Payment Credit in the City Ledger module.
Posting Payment Using Account Payment Credit
If the City Ledger Account has a Payment Credit, you will be asked if you would like to use this credit to pay the Invoice. To pay the invoice using Payment Credits, select Yes.
Combining Payment Credits with Other Methods of Payment
NOTE: If you did NOT want to use some or all of the Payment Credit to pay this invoice, and wish to incorporate another method of payment as well:
- Un-check the Use Only Account Credit to Pay Invoice check-box.
- You will then be given the option to pay all, or a portion of the invoice using the selected Transaction Code. Enter the amount you wish to pay into the Payment Amount box.
- If your payment amount is lower than the balance due, you have the option to check this box to pay the remaining balance using the Payment Credit.
Viewing Paid Invoices from the Open Invoices Tab
Viewing Paid Invoices from the City Ledger Account Master
Viewing Paid Invoices from the Details for Invoice Screen
If the payment was made from the Details for Invoice screen, the payment will appear on the Invoice itself.
NOTE: The payment code used here is Visa, because that is how the original Payment Credit to the Account was made. If the original Payment Credit was made by Cheque, the payment method applied to this invoice would be "Cheque".