Converting Prepayments to Account Credits
Converting Prepayments to Account Credits
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To access the BOOKINGS screen: Go to the SALES menu → BOOKINGS screen
If you are unable to close a booking due to an unallocated prepayment balance, you will need to do the following to convert it.
Click View Booking Details.
On the booking details screen, click Pre Payments.
Find the prepayment that has a remaining (unallocated amount) that needs to be converted to an account-level credit, click Convert Prepayment Balance to Credit Memo under the actions column.
The prepayment will then be converted to a credit on the customer's account.
The booking will now be able to be closed if necessary.
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