Payment may be received when customer orders have not yet been invoiced. This process allows companies to associate a payment (which could be a deposit, a pre-payment or other) with a sales order and ultimately be applied to the invoice.

Create Prepayment #

1. Navigate to the Sales Order for which the pre-payment/deposit is being made.
2. Click Generate and choose Prepayment. A cash receipt is displayed.
3. Enter the Payment Method and Ref number, if applicable.
4. Enter the pre-payment amount in the Unapplied field at the bottom.
5. Click Save to save a draft or Post and Close to finish.