Practice CS: Entering and applying prepayments

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It is not uncommon for a client to pay for services before an invoice is generated. In Practice CS, however, there is not a separate procedure used to enter or indicate a prepayment.

Payments are entered in the Receipt & Adjustment Entry screen, whether those payments are made prior to or after the generation of an invoice. Payments that occur after an invoice is generated will be applied to that particular invoice. Prepayments will simply not be applied to an invoice, leaving the payment amount available to apply to some future invoice. Unapplied receipts affect A/R and appear exactly like any other receipts for reporting purposes.

Once an invoice has been created, the prepayment (unapplied receipt) should now be applied against that invoice. This can be done via any of the following methods:

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