Prepayments from Customers

Receiving and Applying Customer Prepayments

RECEIVE CUSTOMER PREPAYMENT
APPLY CUSTOMER PREPAYMENT TO AN INVOICE

Refunding Prepayments

REFUND CUSTOMER PREPAYMENT, PF7
REFUND CUSTOMER PREPAYMENT, PF5

Reversing Prepayments

Reverse a Customer Prepayment aka Undo Prepayment

REVERSE A PREPAYMENT APPLIED TO AN ORDER
REVERSE PREPAYMENT APPLIED TO AN INVOICE

Misc

KEEP A PREPAYMENT
Keep a customer Prepayment that is not applied to an invoice
Transferring a Prepayment to a Different Customer
Adjust Prepayment Account
Adjust a customer’s prepayment account against a user selected GL account.
Fixing Out of Balance Prepayments

Revised 11/8/2019 – SH