You can see the following screen by clicking Prepayment at the sales order conditions, service order conditions, or quotation conditions screen (go to Order ➔ Entries ➔ Sales orders, Service ➔ Entries ➔ Service orders, or CRM ➔ Entries ➔ Quotations, click Open or New, and then click Conditions). This screen allows you to create prepayment for the sales order, service order, or quotation.
When the Exclude VAT check box is selected, the Amount field at the Prepayment screen will show the net value excluding VAT. The value of the prepayment or the percentage will then be calculated based on the value at the Amount field. By default, this check box is not selected.
This is the total amount of the sales order, service order, or quotation. This information cannot be edited.
Type the amount of prepayment made by the debtor for the sales order, service order, or quotation. By default, “0” is displayed.
Type the percentage of prepayment made by the debtor for the sales order, service order, or quotation. By default, “0.00” is displayed.
Note: You only have to fill in the Prepayment amount or Percentage. If you fill in the Prepayment amount, the Percentage will change based on the defined Prepayment amount. If you fill in the Percentage, the Prepayment amount will change based on the defined Percentage.
Type the date of the prepayment made by the debtor for the sales order, service order, or quotation. By default, the current date is displayed.
Click this to save the prepayment.
Click this to exit.