The Create New Customer Prepayment form is a search form that provides you with convenient options.
First, click on the Sales topic in the Main Menu. Then click on Prepayments. Now a form appears with the label, "Find Customer Prepayments." This is a search form that you may use to find existing customer prepayment transactions. Click the New button at the upper left hand corner of the form to open the "Find the Customer for this Customer Prepayment" form. This is a search form that you may use to find the Customer involved in the Customer Prepayment. Once you have selected that Customer, all of the appropriate data from that Customer will automatically populate the fields of the Customer Prepayments form for you. Now you only have to enter the remaining data to complete the Customer Prepayment form before taking an Action such as Posting it.
When you are Entering a Customer Prepayment, you may either be Entering a new Customer Prepayment for a New Customer, or, Entering a new Customer Prepayment for an Existing Customer. Both situations are described next.
First, click on the Sales topic in the Main Menu. Then click on Prepayments. Now a form appears with the label, "Find Customer Prepayments." This is a search form that you may use to find existing customer prepayment transactions. Click the New button at the upper left of the form to open the "Find Customer for this Customer Prepayment" form. This is a search form that you may use to find the Customer involved in the Customer Prepayment. Since this is a New Customer, click on the New button in the upper left hand corner section of the form. You will now be brought to the Customer form to add this new Customer. See: Adding Customers. Once you have added the Customer data in the Customers form, you will be able to quickly return to Entering your Customer Prepayment by clicking on the Initiate Transaction button in the Customer form. When you click on the Initiate Transaction button, you may select Create New Customer Prepayment.
Now, all of the appropriate data from that Customer will automatically populate the fields of the Customer Prepayments form for you. The next step is the entering of the remaining data to complete the Customer Prepayment form before taking an Action such action Posting it. See: Adding Customer Prepayments.
First, click on the Sales topic in the Main Menu. Then click on Prepayments. Now a form appears with the label, "Find Customer Prepayments." This is a search form that you may use to find existing customer prepayment transactions. Click the New button at the upper left had corner of the form to open the "Find Customer for this Customer Prepayment" form. This is a search form that you may use to find the Customer involved in the Customer Prepayment. Once you have selected that Customer, all of the appropriate data from that Customer will automatically populate the fields of the Customer Prepayments form for you. Now you only have to enter the remaining data to complete the Customer Prepayment form before taking an Action such as Posting it. See: Adding Customer Prepayments.