Customer Prepayments
The Customer Prepayments form is used to enter advanced deposits received from your customers. You may require your customer to send a form of payment or deposit before that customer can order certain items from you. By entering a customer prepayment in this form you will be entering a credit for that customer that can later be applied to any invoice. All amounts entered into this form will post opposite of what an Invoice would in your general ledger.
The first thing you should notice at the top of this form is that it is a two-tabbed form. This main customer prepayment information will be displayed in the General tab and all the deposits received from that customer will display in the History tab. It is like having two forms connected together for each customer prepayment. You will also notice that the Prepayment No., Customer ID, Date and Currency fields at the top of the form remain there in both tabs so you always know what customer prepayment you are working on when switching between the two tabs.
This form can be used to add, edit or delete records in the customer prepayment form. To add new Customer Prepayments, simply click the New button at the top of this form. If you need to edit existing Customer Prepayments, just select the record you want to edit and make any necessary changes to the fields for that record. If the Customer Prepayment is posted it will be necessary to unpost it prior to making any changes. For complete details on all the field descriptions for this form and a step by step guide on how to Create New Customer Prepayments. See: Adding Customer Prepayments.
The record navigation buttons at the bottom of the form are used to move from one record to another. It also displays how many records are in the customer prepayment form and what record you are currently on. Clicking on one of the four buttons will navigate you through your existing data. You may use the Find button to find a specific record.
There are several helpful options that can be set in the Company Preferences and User Preferences forms to help make data entry easier and faster. One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program. You should also take a look at the Security form > Default Accounts tab and the Starting Numbers form for other related options that can be set.
Toolbar Buttons
Toolbar Buttons perform an action on the current record like posting or closing.
The New button will clear the form to allow a new customer prepayment to be added.
The Save button will save the selected customer prepayment.
The Find button will enable you to Find customer prepayments.
The Delete button will delete the selected customer prepayment.
The Undo button will cancel out the last change/s done to the record reverting it to its older state.
The Post or Unpost button will update the general ledger See: Posting Receivables or Unposting Receivable.
The Customer button will open the Customers form to the selected customer.
The Notes button opens the Customer Prepayment Notes form where you can view any notes about the selected customer prepayment.
The Recap button will open the Recap form displaying a preview of what will be added to the general ledger when you click the Post button.
The Close button will close the Customer Prepayments form.
Press F1 or click F1-Help at the bottom left corner of the form for help on what this form is all about.
Related Topics
Create New Customer Prepayment