Apply a Payment on a City Ledger Account (Cloud) 🎥

Apply a Payment on a City Ledger Account (Cloud) 🎥


After posting a received payment on a City Ledger account, the next step is to apply that payment to any outstanding invoices that are awaiting settlement. This ensures that the payment is appropriately allocated to clear the balance on specific invoices, helping maintain accurate financial records and ensuring that all invoices are marked as paid.
Path: Accounting > City Ledger > Account Listing

1. Click on the City Ledger account.



2. Click on Payments from the toolbox on the right.



3. Click/highlight the payment to apply.



4a. If you want to only apply a portion of the payment to an invoice:
- enter the amount to be applied in the "Applied" field.
- check the "Apply" box.



4b. If the payment equals an invoice and the full amount of the payment is to be applied to the invoice, check the "Apply" box and both payment and invoice will disappear from the Payment screen as they are both settled.



5b. If the payment amount is lower than the invoice and you want to apply the full amount to the invoice, check the "Apply" box and the payment will disappear from the Payment side, but the invoice will remain until full settlement.



5c. If the payment amount is higher than the invoice and you want to settled the invoice, check the "Apply" box and the payment will be applied to the invoice up to settle it and will remain until the full amount has been applied to future invoices.
The invoice will also remain on the screen as part of the payment distribution until the payment is fully used.



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