Credit Direct Bill when credit has not yet been posted

You cannot post direct bill as a credit within a folio, but you can apply the credit to the direct bill account in other ways.

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1. Navigate to city ledger
   

2. Search for the account you need to credit
   
   

3. Open the account, and select Statement from the navigation bar

   

To apply credit to a specific invoice:

1. Locate the invoice number

   

2. Click on the invoice number to open it

3. Select Post Payment to select a payment type to post to the invoice OR select Post Charge to use a Credit department code management has designated to credit accounts
   

To apply credit to a new invoice:

1. From the statement page, select manual invoice

   

2. Select Post Payment to select a payment type to post to the account OR select Post Charge to choose a Credit department code management has designated to credit accounts