City Ledger Payments
Unapply a City Ledger Payment (Cloud)
Unapplying a City Ledger payment removes the payment’s application from one or more invoices and returns the payment to an unapplied status. Use this when a payment was applied in error, when a partial application needs correction, or when a ...
Void a City Ledger Payment (Cloud) 🎥
? Watch Video Voiding a City Ledger payment removes a previously posted payment from the account’s transaction history before the payment has been settled or finalized. This action is used when a payment was entered in error or needs to be reversed ...
Apply a Payment on a City Ledger Account (Cloud) 🎥
? Watch Video Once a payment has been posted to a City Ledger account, it must be applied to one or more open invoices to reduce the account’s outstanding balances. Applying a payment links the payment amount to specific invoices, updating their ...
Post a Payment on a City Ledger Account (Cloud) 🎥
? Watch Video Posting a payment on a City Ledger account records a payment received from a client and applies it to outstanding invoices for that account. This process reduces the account’s balance and updates the invoice status. In Visual Matrix ...