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Prepayments can now be recorded before invoicing

By Tom Riley, 22 Feb 2015

We've added the ability to record a payment on a sale before creating an invoice. This can be useful if, for some reason, a customer sends you a payment before you create and send them a real invoice (although if you take a deposit, we recommend that you use our "deposit and balance" invoicing workflow).

Creating a payment in this situation is very easy. Simply locate the "Payments" list on the sale details page and click the 'plus' icon to bring up payment entry form. Assuming no invoice exist, you'll see "None / Prepayment" in the invoice dropdown:

Later, after creating a real invoice, you'll see an "Apply to invoice..." button appear next to the prepayment:

Click this button to apply the payment to your newly created invoice.

WOAH SALES, Features