If payment from an owner is greater than the amount of the open charges, Breeze creates a prepayment. For example, an owner pays her fees two weeks early. There are no open charges, so Breeze creates a prepayment.
If the Auto-Apply check box is selected, Breeze will automatically apply the prepayment to the next open charge.
If Auto-Apply is not selected, you will have to apply the prepayment manually.
In some cases, you might want to change the setting; for example, you want to reserve a prepayment for a specific charge. To change the setting, click the Edit icon and select/deselect the Auto-Apply check box.
Auto-Apply at the Company Level
On the Account Settings tab of the Company Settings screen, you can set a default for Auto-Apply Prepayments.
On a new client database, it is set to Yes.
Changing the setting on the Company Screen only affects new prepayments. It does not affect existing ones.
For existing prepayments, you have to open the Receipt screen and select/deselect the Auto-Apply check box manually.