Add a Prepayment When You Add an Invoice
To add a prepayment:
- Open A/P Transactions > Invoice Entry, and then select the open batch that contains the invoice or to which you want to add the invoice.
- Enter the invoice information, and then click Add or Save, or select the existing invoice that you are prepaying.
- Click the Prepay button.
Click here for help on the fields on the Prepayment form.
- In the Batch field,
type the number of the payment batch to use, or use the Finder to select
the payment batch to which to add the prepayment.
To create a new payment batch, click the New button beside the Batch Number field, then enter a description and a date for the batch. - Fill in the remaining fields in the form.
- Click the Add button to add the prepayment.
You can add only one prepayment per invoice.
- Click the Close button.
To cancel a prepayment before you have processed it, click Close without first clicking Add, then click Yes at the message that appears.
You can edit the prepayment in the Payment Entry form after you post the invoice.
Additional
information