This article provides a basic overview of the payment history in the City Ledger Module. How to search for payments and the different functions that are available. For more information on how to preform various functions within the City Ledger Module use, " How to ___" in your search.
Searching for Payments
There are two ways to search for Payments in the City Ledger:
- Using the Search button (best used when searching for individual payments)
- Using the Payment History tab (best used when searching for all payments made on a specific account)
You will be brought to the Payment History tab where the payment will be displayed. You can double click on the payment to view the Payment History Details OR click the View Details button.
Proceed to the Payment History tab located at the bottom of your screen.
NOTE: To view all City Ledger payments or all reversed payments for the past 15 days you may check the All City Ledger Payments or Show Reversed Payments checkboxes located at the bottom of the screen.
Use the search field to locate the City Ledger Account where the Payment 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.