Booking Level Payments, Prepayments, and Credit Memos
Booking Level Payments, Prepayments, and Credit Memos
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To access the BOOKINGS screen: Go to the SALES menu → BOOKINGS screen
Booking Level Payments, Prepayments, and Credit Memos Summary:
Any payments, prepayments and credits added to a specific booking will only be allocated to invoices created on that booking.
Bookings cannot be closed if they have remaining unallocated credits or prepayments.
Creating booking level prepayments
Creating booking level prepayments
To add a prepayment to a booking, there must be a Product Line Item or a Service Line Item added to the booking.
To add a prepayment to a booking, go into the BOOKING DETAILS screen. Click More Actions then select Prepayment.
The Add Pre Payment screen will appear where you can enter the details about the prepayment.
Fields appearing in pink are mandatory, and must be entered.
Payment Date: The date the prepayment was made to the booking.
Payment Method: Select what method was used to make the prepayment from Cheque, Credit Card, Cash, or Financing.
Cheque Number: The customer's cheque number.
Note: Only applicable to cheques.
Payment Amount: Enter the amount the customer paid to the booking.
When finished, click Save to apply the prepayment to the booking.
Creating booking level payments
Creating booking level payments
To add a payment to a booking, the booking must have at least one unpaid invoice.
To add a payment to a booking, go into the BOOKING DETAILS screen. Click More Actions, select Add Payment.
The Add Payment To Booking screen will appear where you can enter the details about the payment.
Fields appearing in pink are mandatory, and must be entered.
Payment Date: The date the payment was made to the booking.
Payment Method: Select what method was used to make the payment from Cheque, Credit Card, Cash, or Financing.
Cheque Number: The customers cheque number.
Note: Only applicable to cheques
Payment Amount: Enter the amount the customer paid to the booking.
Comments: Enter any comments you have for the payment.
When finished, click Save to apply the payment to the booking.
Creating booking level credit memos
Creating booking level credit memos
To create a credit memo on a booking, in the BOOKING DETAILS screen. click More Actions, select Add Credit.
The Add Credit Memo screen will appear where you can enter the details about the credit memo.
Fields appearing in pink are mandatory, and must be entered.
Credit Memo Date: The date the credit memo was added to the booking.
Credit Amount: Enter the amount you are crediting to the booking.
Comments: Enter any comments you have for the credit memo.
When finished, click Save to apply the credit memo to the customer account.
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