Handle a customer prepayment

You might receive a customer payment before it is earned and before you have sent an invoice, possibly even before you receive the order. When you create an invoice related to the prepayment, you can apply the payment against it.

To handle a customer prepayment, do the following:

  1. Receive the payment without applying it to an invoice.

  2. Create an invoice for the order.

  3. On the Customers menu, click Receive Payment.

  4. On the Customer Payment form, select the Apply check box (by default, the first column in the table) for the invoice that you want to apply to prepayment against.

  5. In the line for the selected invoice, click Applied Credits.

  6. In the Apply Credits and Payments dialog box, select the check box next to the prepayment.

  7. If the amount in the Credit Amount field is greater than the amount that you want to apply, change the amount in the Amount to Use column.

  8. To close the Apply Credits and Payments dialog box and apply the payment, click Adjust.

  9. You can do one of the following:

    • Print the invoice or send it to the customer in an e-mail message. The invoice reflects the prepayment applied to the total amount.

    • Print a customer statement that shows the payment applied to the invoice, and mail it or send it to the customer in an e-mail message.

Related topics

Print customer statements

Print an invoice

Send invoices in e-mail

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