How to Enter Prepayment

How to Enter Prepayment

How to enter a prepayment: 

From the client's account, click on "add a transaction" > "add a payment"

Put the total amount of the prepayment in the Amount box

Select payment method

Under memo put "Prepayment for 2023 Services"

Check the box that says "Yes, this is a payment for future services." **Do not select any specific services

Charge and close. 

When invoices are created, the amount will be deducted from the prepayment amount. 
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