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

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

🎥 Watch Video

Path: Accounting > City Ledger > Accounting Listing
This step is after you have posted the payment on the City Ledger account.

1. Click on the City Ledger account.



2. Click on the Payments tab.



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 disapear 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 disapear from the Payment side.
The invoice will show again with the balance when another payment will be posted.



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 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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