Issuing prepayment invoice for an estimate

Created: 2014-04-01
Last updated: 2016-06-15
Post view count: 5215

To issue a prepayment invoice you need to issue an estimate for the total amount first. Preview that estimate and click the Create Prepayment Invoice button, which is located above the document.

A new window will appear, allowing you to select one of three available methods to calculate the amount:

 

  • % of full amount

  • Gross amount

  • Issue manually

 

After issuing the prepayment invoice, you may go back to the estimate, issue another prepayment or close all transactions by issuing a final invoice.


If you issue the final invoice, a document with linked prepayment invoices will be generated. The total amount on the document will be subtracted by those prepayment invoices’ amounts.



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