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Apply Pre-payments to Individual Line Items

You can apply pre-payments to specific line items on an order or across multiple orders.  Before all pre-payments had to be applied to part of an order or the entire order, but you couldn’t determine specific line items to pre-pay.  

  • You first must apply a payment to the cash account through + (Quick Add button) > Add Payment.

  • Once the payment is recorded, go to the new Billing > Prepaid Line Items.

  • Then choose ‘Add Cash Account Pre-Paid.’

  • Choose the company and the payment you wish to apply.

  • Select line items that will receive the payments.

  • Now, when you create an invoice for these line items, the line items will automatically be marked as paid.  Any non-prepaid line item on the same order will remain open.