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- Go to Sales | Receive Payment Details menu. This will open a new Receive Payments Detail screen.
Some of the fields, like Location, Currency, andDate Paid are populated by default. You can still change the value of these fields if necessary. - Fill out the header fieldfields.
- Select the Customer No the prepayment is from.
- Select the Bank Account.
- Select a Payment Method.
- In the Amount Paid field, enter the prepayment amount from the customer.
- Fill out other fields as needed. Refer to Receive Payments Detail | Field Description | Header Details to help you in filling out the fields.
- Note: Do not select/pay any invoice on grid area.
- Post the transaction.
- Click OK on the confirmation message.
Here is a sample posted prepayment.
When you create another Receive Payments Detail for the customer, the prepayment will be displayed in the grid as a negative amount. You can then use it to offset or pay customer invoices (refer to How to Use Credits to Payoff Invoice).
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