Overview
9 Articles
- City Ledger Module Overview
- City Ledger- Account Overview
- City Ledger - Invoice Overview
- City Ledger- Payment History Overview
- How to Search for a City Account
- How to Search for an Invoice
- How to Search for a Payment by Cheque # or Payment ID
- What is a Master Account and How Does it Work?
- City Ledger Permissions
Manage Accounts
10 Articles
- How to Create a City Ledger Account
- How to Change Details of a City Ledger Account
- How to Increase/Decrease the Credit Limit on a City Account
- How to Add Notes to a City Ledger Account
- How to Delete (Close) a City Ledger Account
- How to Reopen a Closed City Ledger Account
- How to Lock a City Ledger Account
- How to Unlock a City Ledger Account
- How to View Account Link Status
- How to Assign Payment Credits to a City Ledger Account
Manage Charges and Payments
8 Articles
- How to Adjust/Reverse a Charge in City Ledger
- How to Reverse a Payment in City Ledger
- How to Post a Charge to an Invoice
- How to Post a Payment to an Invoice without using Payment Credit
- How to Pay Multiple Invoices at once without using Payment Credit
- How to Pay Multiple Invoices at once using Payment Credit
- How to Post a Payment to an Invoice using Payment Credit
- How to Deal with an Overpayment
Manage City Ledger Transfers
6 Articles
- How to Transfer Charges on an Invoice to a New Invoice on the same City Ledger Account
- How to Transfer Charges on an Invoice to an Existing Invoice on the same City Ledger Account
- How to Transfer Charges on an Invoice to a New Invoice on a Different City Ledger Account
- How to Transfer Charges on an Invoice to a Existing Invoice on a Different City Ledger Account
- How to Transfer an Entire Invoice to a Different City Ledger Account
- How to adjust a Transferred Charge on the City Ledger
City Ledger Reports
1 Article