A prepayment is a payment a client makes in advance, before it is used on an invoice. You can add a prepayment from the client page, from an invoice page when finalizing the invoice, or from a credit note.
From a Client Page
On the client page, select + Create new > Prepayment in the top right corner of the page.
Check the date and add the payment type, amount, and description if needed (may be required).
Select Save.
From an Invoice Page
If a client wants to add a prepayment in addition to paying an invoice at the end of a visit, you can add the prepayment from the invoice page when finalizing the invoice. You can do this if overpayments are allowed on invoices.
Finalize the invoice and add the payment as usual according to your workflow.
In the two-step workflow, you can enter the total payment amount received, including the prepayment amount, in one go.
In the single-step workflow, add another payment for the prepayment after adding the actual invoice payment.
Select Transfer to prepayments.
Add a description if needed (may be required) and select Verify transfer to prepayments.
Select Confirm.
From a Credit Note
When you create a credit note, the sum to be credited can be transferred as a prepayment to the client's account for future use.
When you credit an invoice in full, or credit an invoice and create a new invoice, select the Move the selected to prepayments option when creating the credit note.
When you credit an invoice partially, finish the credit note and then select Transfer to prepayments on the credit note page.
Complete the transfer in the same way as on an invoice page.
With Vetera Pay
To add a prepayment with Vetera Pay, see Add a Prepayment With Vetera Pay.