How to Pre-Pay

This is where you apply pre-pay to an existing SO.

Path: Home > Customers > Sales Order > Select SO > More > Create Pre-Pay

Upon clicking “Create Pre-Pay” you’ll be routed to the “Create Receive Payment” section for you to apply the deposited amount. After saving, it will reflect on the Payment Memo. 

Once you process the invoice and then save, the system will advise you to apply an existing pre-pay for the SO.

Proceed by clicking on “Yes”, then select the pre-pay created earlier (Trans. # 155891). Lastly, click on save.

• Related Articles

• Company Setup [Cloud]

  Please see attached document to download file.

• How to Invoice

  This is where you create and process an invoice. Path: Home > Customers > Invoice Invoice List Invoice Header You can click on “Additional Information” to display the rest of the header details. Invoice Detail You can adjust the style detail layout ...

• Customer Master [Cloud]

  Please see attached file to download document.

• How to Reverse a Pre-Authorized transaction

  Method 1: Reverse from the Pick Ticket • Open the Pick Ticket you want to reverse the pre-authorization for. • Click the Pre-Auth Reversal icon to reverse the transaction. Method 2: Reverse from Customer Credit Card History • Navigate to Customer ...

• How to Create a Payment

  Go to Customer → Invoice Find and open the correct invoice you want to create a payment for Click Payment On the Received Payment screen: Select the correct payment method and division * If you want to process a payment with a credit card Check box ...