V3 Payments Screen - Prepayments

To enter a Payment that'll be used to pay for Services that haven't been completed yet, follow these steps:

  1. Go to Accounting > Payments.
  2. Click Add Payment.
  3. Switch the Prepayment toggle to YES


  4. Select the Services the Prepayment will apply to.


  5. Click Save Payment when you're finished to close the overlay or click Save & New to save the Prepayment and open a new Add Payment overlay.

The Prepayment will only be automatically applied to the designated Services as new Invoices generate. Saving a Prepayment will NOT apply retroactively to existing Invoices, only Invoices generated from this point forward.

If Services are not selected on a Prepayment, every Invoice that is generated from this point forward for the Account will be paid by the Prepayment regardless of Service. In many cases, an Account may have several different services scheduled but they only pre-pay for one, such as a fertilization Package. 




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