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How to Create a New Invoice
Go to Operations -> City Ledger. The first step to creating a new invoice is to locate the
City Account where you would like to place the Invoice.
When you first open the City Ledger Module you will be in the “Account Listing” tab
and all the City Ledger Accounts that are Active and have a Balance will display on the
screen. Prior to searching for a City Account you may have to adjust search criteria by
using the filters located at the bottom of the screen:
• Active/Open - this is the default search and displays all accounts which are
currently open & active
• Closed – select this dial to view all of your closed accounts
• Show Zero Balance Accounts – check this box if you wish to view accounts
which have a zero balance
If you have a long list of City Accounts, you can type the name of the City Account into
the “Go to Account in List (Account Name)” field above and RoomKey will locate the
City Account in the list below.
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One you have located the City Ledger Account you can either double click on the City
Account in the list to open the account, or click on the City Account in the list and select
the “View Details” button at the top of your screen.
Once the City Ledger Account Master is open, proceed to the “Invoices” tab and select
the “New Invoice” button to the right to create a New Invoice.
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The new invoice will now appear in your Invoices Tab.
To learn how to post charges and payments to an invoice please consult RoomKey Smart
Support located under your RoomKey Help Menu.
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