Support CentreAdvanced ModulesCity Ledger City LedgerHow to Transfer Charges on an Invoice to a New Invoice on the same City Ledger Account

How to Transfer Charges on an Invoice to a New Invoice on the same City Ledger Account

Go to Operations > City Ledger and locate the invoice with the charge you wish to transfer. Proceed to the appropriate tab where the charge is located (either the Transferred tab if the charge was transferred from the Guest Folio, or the Charges tab if the charge was posted to the invoice after it was created).

In this example, the charge to be transferred is located in the Charges tab of the Details for Invoice screen.

Ensure the black arrow is pointing towards the charge that you wish to transfer and select the Transfer button located at the bottom of the screen.

In this example, we wish to transfer the charge to a New Invoice within the same City Ledger Account, therefore the Transfer to Account will remain as Addidas Corporation, and we will check the box next to Create New Invoice #.

Click OK to continue.

A message will appear asking you to confirm the transfer, select Yes to continue.

The transfer is now complete. The new Invoice can now be seen in the City Ledger Account Master.