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How to Transfer an Entire Invoice to a Different City Ledger Account

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Go to Operations > City Ledger and locate the invoice with the charge you wish to transfer, and select the Transfer button.

Use the Transfer to Account drop down menu to select the City Ledger Account where you would like to transfer the invoice.

After the City Ledger Account has been selected, select Ok to continue.

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

IMPORTANT NOTE: Invoices with existing payments CANNOT be transferred to another City Ledger Account.

The invoice has now been moved to the Microsoft Corporation City Ledger Account.

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