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How do I pay a vendor an advance on an order?

On the purchase order, open Prepayment on the toolbar, tick Prepayment, choose Percentage or Fixed, and type the percentage or the amount. Save. The advance itself is paid from the cash and bank area, and the order shows what has been cleared and what remains.

Screen
Purchase Order › Prepayment
Who
The buyer, with finance
Takes effect
On save
Needs first
A purchase order with lines

Steps​

  1. Open the Purchase Order, Edit, and press Prepayment.
  2. Tick Prepayment. Percentage is ticked for you; tick Fixed instead to type an amount.
  3. Type Prepayment Percentage (up to 100) or Prepayment Amount (up to the order total including tax). The other is worked out from the total including tax.
  4. Save. The document shows a Prepayment Applied tag.

Check it worked​

  • Total shows Pre Payment % and Pre Payment Amount. After the advance is paid, Prepayment Cleared and Prepayment Remaining show on the order.

If something looks wrong​

  • "Pre Payment Amount cannot be greater then Net Amount". Lower the amount to the order total including tax.
  • "Pre Payment Percentage cannot be greater then 100 %".
  • "Prepayment Amount cannot be less than Prepayment Cleared Amount" or "Prepayment remaining Amount cannot be negative". More has been paid than you now ask for.