City Ledger Account Invoice History (Cloud) 🎥
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City Ledger Invoice History provides a read-only view of invoices that have been fully paid for a City Ledger account in Visual Matrix Cloud. This screen allows accounting and front desk teams to confirm settled invoices, review completed billing activity, and reference invoice details without affecting active account balances. Invoices only appear in Invoice History after they are paid in full. Open or partially paid invoices remain visible in Account Detail until they are fully settled.
Path: Accounting > City Ledger > Account Listing > Select the CL Account > Invoice History
Understanding the Invoice Listing History Screen
The Invoice Listing History screen displays a list of all fully paid City Ledger invoices for the selected account. Each row represents a single completed invoice.
The list includes summary information such as:
- Invoice Date
- Invoice Number
- Invoice Amount
- Clerk who created the invoice
By default, invoices are sorted from the oldest invoice at the top of the list to the most recent invoice at the bottom. Users can click column headers to change the sort order as needed.
Filtering Invoice History
Use the Start Date and End Date fields to filter the invoice history to a specific date range. Clicking Refresh applies the selected dates and updates the list.
Only invoices that are fully paid appear in the filtered results.
Invoice Details and Payments
When an invoice is selected from the list, additional details display on the right side of the screen.
- Invoice Detail shows the guest folios included in the invoice, such as confirmation number, room number, guest name, and charges.
- Payments Applied to Invoice displays the payment or credit entries that were applied to bring the invoice balance to zero.
This information is read-only and provided for reference and auditing purposes.
Reprinting Invoices
Select an invoice from the list and click Reprint Invoice to generate a copy of the completed invoice for reference or record-keeping.
Still Need Help With This Topic?
Ask Yourself:
- Is the invoice fully paid?
- Are you viewing the correct City Ledger account?
- Are you filtering by the correct date range?
Support May Ask You:
- The City Ledger account name or number
- The invoice number you are searching for
- Whether the invoice is fully paid or partially paid