For prepays, there are two different scenarios, depending on whether the owner has open charges.
To create a prepayment when the owner has no open charges
If you try to create a receipt for an owner, and there are no open charges, Breeze asks if you want to create a charge.
For a prepayment, select No. The Prepayment screen appears.
Complete the screen and click Save.
The Receipt Information screen appears.
In the detail section, the payment is marked as a prepayment: the Status is Available, the Charge Code is Prepayment, and the Notes say "Available Prepay."
The Auto-Apply checkbox on the Receipt screen follows the default for auto-apply set at the system level (Company Settings > Account Settings). You can change on the Receipt screen, if needed.
The ledger shows a negative balance.
To create a prepayment when the owner has open charges
When you create a receipt for an owner who has open charges, the Receipt Information screen appears.
By default, the Total Amount field is equal to the sum of the open charges. To create a prepay, change the Total Amount to include the extra amount that the owner is paying.
When you leave the field, Breeze automatically adds a line for the prepay.
Click Save.
The Receipt screen shows the prepay amount.
The ledger shows a negative balance.
