Create City Ledger Invoices (Cloud) 🎥

Create City Ledger Invoices (Cloud) 🎥

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In Visual Matrix Cloud, you can create City Ledger invoices to convert posted Direct Bill charges into formal accounts receivable records and then print or email those invoices for billing purposes. Direct Billing transfers charges to the City Ledger account, but it does not generate the official invoice document — this screen completes that step.
When generating invoices, you can choose to create separate invoices for individual folios or combine multiple folios under the same account into a single invoice, depending on how you want billing presented to the client. Delivery behavior may also depend on the account’s configuration (for example, emailing instead of printing if Email Invoices is enabled).
Path: Accounting > City Ledger > Print Invoices

Instructions

Creating and printing City Ledger invoices requires selecting the appropriate account and using the billing tools available in the City Ledger interface.

1. Filter and Load Transactions. Use the filters at the top of the screen to control which records appear:
  1. Select an Account (or choose ALL).
  2. Enter a Start Date and End Date if you want to limit the date range.
  3. Click Refresh to load matching records.
The results will display in the grid below.



2. Select the Records to Invoice. From the list:
  1. Check the Select box next to each record you want to invoice.
  2. Click Select All to include all displayed records.
If needed, enable Include Guest Folio to attach detailed guest folio information to the invoice output.



3. Generate the Invoices. Click Print to create invoices for the selected records. The system will generate invoices based on the selected transactions.


Info
  1. Any City Ledger account with the Email Invoices option enabled will not generate a printed invoice. The system will email the invoice instead. Printing and emailing cannot occur simultaneously for the same account.
  2. If you select folios that belong to different City Ledger accounts, the system will automatically generate separate invoices for each account.

Still Need Help With This Topic?

Ask Yourself:
  1. Have the charges been posted to the City Ledger account that you want to invoice?
  2. Is the account’s Email Invoices option enabled?
  3. Are you selecting the correct date range or charges for batch invoice creation?
Support May Ask You:
  1. The City Ledger account name or number
  2. The invoice number you’re trying to print
  3. Whether the invoice was just created or already existed
  4. Your invoice delivery preference (print vs email)
  1. Create a New City Ledger Account (Cloud)
  2. Correct a Folio Billed to the Wrong City Ledger Account (Cloud)
  3. City Ledger Invoice Folio Detail (Cloud)
  4. **Accounting Flow: From Direct Bill Folio to City Ledger Payment
  5. FAQ - Accounting / City Ledger