City Ledger Billing
Correct a Folio Billed to the Wrong City Ledger Account (Desktop) 🎥
? Watch Video 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 ...
City Ledger "Uninvoiced Items" (Desktop)
Once you direct billed a folio, it will first move to the Uninvoiced items in Accounting. It is only once invoiced that it will go to the designated City Ledger Account and will show in the AGING report of that account. Path: Accounting > City Ledger ...
Unapply a City Ledger Invoice (Desktop) 🎥
? Watch Video Path: Accounting > City Ledger > Account Listing > Open a CL Account > go to Account Details 1. Select an Invoice in the account details. 2. Click "Unapply Invoice" to send the Direct Bill back to the "Print Invoices" screen where it ...
Reprint a City Ledger Invoice (Desktop) 🎥
? Watch Video Path: Accounting > City Ledger > Stay on the City Ledger tab 1. Go to Accunt Listing on the left. 2. Double click on the City Ledger Account to open it. 3. Click on the "Account Detail" tab. 4. Select the Invoice to be reprint/or ...
Print/Create City Ledger Invoices (Desktop) 🎥
? 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 date the folios were direct billed. 3. Click Refresh. 4. Select the folio(s) to ...