Taking Prepayments or Bulk Payments and Allocating these to Invoices

You can take prepayments, as well as apply one payment across multiple invoices using this feature. This is great if clients pay you in advance, or if clients or Third Parties pay for batches of invoices at one time. This article outlines how this can be done.

In this article:

Adding a Payment to a Single Invoice

Single payments are added against a particular invoice. If the client pays the full invoice amount then you would apply the payment by either clicking on the appointment and using the 'Not Paid' drop-down list to select the payment method. Alternately you can add a payment by editing the invoice and using the 'Add Payments for this Invoice' section to add the payment.

Adding a Prepayment or Payment for Multiple Invoices

  1. To add a payment go to Sales & Payments > New Payment
  2. Search for the clients name and click 'Search Invoices to Pay'
  3. You can then enter the payment details (Payment Method, Payment Amount, Date Received, Location, Notes)
  4. If you would like to allocate the payment to the client's invoices, use the 'Select Invoices to Pay' section to tick the invoices you would like to apply the payment to and then click 'Save'. (If you would like to record the payment without allocating it to an invoice i.e. for a Prepayment, just click 'Save')

Once you have saved the payment you will be taken to the editing payment screen which will allow you to edit the details of the payment or to delete the payment if required. You can navigate away from this page at any time as the payment has been recorded.

Viewing and Editing Client Payments

  1. To view payments for a client go to Sales & Payments > Payments
  2. Enter the search criteria (Start/End Date, Client Name, Diary, Payment Status) and then click 'View Payments'

  3. To edit a payment click on the arrow next to "Details" and select "Edit Payment". You'll then see the Payment Edit screen which allows you to make changes to the payment.

Using a Prepayment to Pay an Invoice

  1. Go to the "Edit Invoice" page by right-clicking the appointment and selecting "Edit Invoice" or clicking on "Edit" in the Appointment Panel
  2. Click on "Use an Existing Payment"

  3. A list of available Prepayments will display. Select the desired prepayment and click "Add Payment"

Hint 💡

Prepayments can be used to record gift voucher payments. Simply create a client record for the Gift Voucher recipient and then add the Gift Voucher prepayment to their Account.

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