Real Property / Chargeback & Invoicing

Manage Prepayments

When you receive an overpayment you can enter the amount as a prepayment that can be applied to future invoices.

To manage prepayments:

1. Select Invoice Administrator / Manage Prepayments .

   The Manage Prepayments form shows the list of invoice prepayments sorted by Contact ID.

2. To add a new prepayment, click Add New.
3. In the Invoice Payments section, add the following fields:

   Amount - Expense

   Payment Number : The number of the check used to make the payment.

   Payment Method : Select a payment method from the list.

   Amount Income : Enter the amount overpaid.

   Date Paid: The date the payment was received.

   Description : Enter a description of the prepayment in this memo field. This information is added to the Invoice Payment record that is generated when you save this prepayment.

4. Click Save.