View the Folio(s) of a City Ledger Invoice (Cloud) 🎥

View the Folio(s) of a City Ledger Invoice (Cloud) 🎥

Path: Accounting > City Ledger > Account Listing > Open a CL Account > go to Account Details

1. Highlight an invoice.



2. See the details of that invoice at the bottom left of the window.



    • Related Articles

    • View a City Ledger Account Invoice History (Cloud) 🎥

      ? Watch Video The Invoice History is a list of fully paid invoices for the city ledger account. Any invoice not completely paid will remain in the account details section. Path: Accounting > City Ledger > Account Listing > Select the Account > Click ...
    • View a City Ledger Account Details (Cloud) 🎥

      ? Watch Video Account Detail will show you the Invoices on the Account that have a balance due. Path: Accounting > City Ledger > Account Listing > Open a CL Account > go to Account Details Select an Invoice # to view: - Invoice details (bottom ...
    • Correct a Folio Billed to the Wrong City Ledger Account (Cloud)

      If the Folio is still in Print Invoices If the folio is still in the Print Invoices section and has not yet been invoiced, you can transfer the Direct Bill (DB) posting from the incorrect City Ledger account to the one it was meant to be posted to. ...
    • Print/Create City Ledger Invoices (Cloud) 🎥

      ? Watch Video Path: Accounting > City Ledger > Print Invoices 1. (Optional) Choose to sort the uninvoiced folios by city ledger account. 2. (Optional) Choose to sort by the date the folios were direct billed. 3. Click Refresh. 4. Select the folio(s) ...
    • Print City Ledger Statements (Cloud)

      Path: Accounting > City Ledger > Print Statements Generate statement 1. Narrow down the report using the optional available filters (from left to right): - by specific account number or range of CL accounts. - by start and end date the Statement is ...