How to apply Partial Prepay payments to an SO (Cloud)
How to
create Partial Prepay payments to an SO
Available only on Cloud version
1. Open the SO that you want to proceed Prepay.
2. Click More menu and select “Create Pre-Pay”
3. It will take you to the Payment window and automatically apply the FULL amount, click OK to save.
*If you want to change and proceed with
a PARTIAL prepay,
4. Click Cancel
5. Edit the Received Amount
6. Edit the Memo to reflect the amount
7. Click Save
8. Click OK to finalize.
To create another prepay with a different payment method, go back to the SO and repeat the process.
This time I will apply $100 in check and Save.
On the SO, your Memo should look like this
Now when you create and save an Invoice for this SO, you
will get a popup to confirm the Prepayments.
Click YES to continue.
Below shows you which Prepays to select and apply.
After you click APPLY, Amount is updated.
Proceed with payment for the remaining balance.
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