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Payments - how to apply a prepayment without an invoice
Payments - how to apply a prepayment without an invoice

Unapplied Payments serves as a credit to the customer's account

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

Summary

In this scenario, a customer has a monthly pest service and a yearly pest service. The customer sends in a payment for the yearly service prior to it being done, and prior to creating an invoice. You want to post the payment but not automatically apply it to the monthly pest service balance. 

Key Points

  • Create a new Payment

  • Enter an amount and Save & Apply

  • When the Invoice is generated, apply the Unapplied Payment to it

  1. Open the customer's account

  2. Click Create a New...

  3. Click Payment

  4. Choose the payment method

  5. Enter the amount

  6. For Reference # you might want to mention Yearly pest service advance payment, or something like that

  7. Enter the Receipt #

  8. Click Save & Apply

You will see under Unapplied Payments the amount the customer paid. This serves as a credit to the customer's account.

Once the yearly pest service Invoice is created apply the Unapplied Payment to it.

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