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Jim2® Business Engine Help File

Prepayments are a slightly different type of entry within the Debtors Payments section. In certain business situations it is extremely useful to be able to enter a payment as a prepayment, with an identifying comment, then be able to select that exact prepayment to allocate to the relevant invoice once it is completed.

 

To enter a prepayment, you should follow the same steps as for entering a normal payment, except for two things.

 

prepayment screen

1.Change the type of payment from Payment to Prepayment, at Step 4.

2.You should enter a comment at Step 7, indicating that it is a prepayment.

 

Tip

You will see some letters underlined in the field names within the header, eg. Type. Using Alt+ the underlined letter will jump you to the field beside that heading.

 

Further information:

Apply a Credit/Prepayment

Clearing Small Debtor Debit Balances

Clearing Small Debtor Credit Balances

Credit Card Surcharge Management

Credit a Debtor Refund

Dealing with Dishonoured (Bounced) Payments

Debtors Adjustments Up and Down

Debtors Allocate Payments Grid

Debtors Auto Credit Hold

Debtors Form

Debtors List

Debtor Management

Debtors Notes Tab

Debtors Opening Balances

Debtors Payments Tab

Debtors Statement Printing

 

Enter a Credit

Enter a Credit Payment

Enter a Payment

Enter Debtors Opening Balances

Enter Discounts and Account Fees

How to Enter Debtor Transactions

Manage Debtor Payments Including Commission

Move Unknown Payments to Correct Customer

Return from Customer Entries

Reversal Entries

Reverse Discounts and Account Fees

Reverse or Delete a Payment

Send Payment Receipts

Unallocate a Payment

Undo Incorrect Refund