Prepayments Form

Sage ERP Accpac Order Entry 6.0

$image\field_bt.gif$ Order Entry — Prepayments Form

Use this form to:

Enter a prepayment with an order.
Modify or delete the information for a prepayment you entered previously, but have not yet posted with the order or invoice.
If you use Payment Processing, process or void a credit card prepayment.

You can enter as many prepayments as you want for an order.

Prepayments made for orders do not reduce the amount of the next invoice you create; instead, they are matched to invoices when they are posted in Accounts Receivable (using the order number). The order prepayment total is displayed on the invoice total tab, enabling you to easily determine if there is an outstanding balance.

Job-Related payments

When you record job-related prepayments, click the Jobs button and then click the distribute button on the Prepayment Details form to automatically distribute amounts to details.

You can prorate payment amounts to individual details, or you can do a "top-down" distribution, starting at the first job-related detail, or you can edit the payment amounts yourself.

Note: The prepayment amount on a job-related order can exceed the document total; however, you must ensure that the sum of the prepayment amounts to individual details matches the prepayment total.

Credit card prepayments

If you use Payment Processing, you can use the Prepayments form to:

Process a credit card prepayment.
Capture a pre-authorized credit card payment.
Void a credit card prepayment if it has not been settled in Sage Payment Solutions.

To enable the Charge and Void buttons on this form, you must select a payment code that uses the payment type SPS Credit Card before adding the prepayment.

Tip: Click the Finder ( Finder ) for the Payment Code field to see a list of payment codes and associated payment types.

Before you start

Find out which Accounts Receivable receipt batch to use for the prepayment.

For information about adding prepayments, see Enter a prepayment.