Manage Prepayments

When you receive an overpayment you can enter the amount as a prepayment that can be applied to future invoices.

To manage prepayments:

Select Invoice Administrator / Manage Prepayments.
The Manage Prepayments form shows the list of invoice prepayments sorted by Contact ID.
To add a new prepayment, click Add New.
In the Invoice Payments section, add the following fields:
Amount - Expense
Payment Number : The number of the check used to make the payment.
Payment Method: Select a payment method from the list.
Amount Income: Enter the amount overpaid.
Date Paid: The date the payment was received.
Description: Enter a description of the prepayment in this memo field. This information is added to the Invoice Payment record that is generated when you save this prepayment.
Click Save.