Wondering how to handle pre-payments from clients without an invoice? We’ve got you covered! This guide will walk you through the simple steps to record pre-payments administratively and add them as credits to client accounts. By doing so, you’ll keep track of all your payments and streamline the billing process—making your life a whole lot easier in the long run. Let’s get started!
📍If you’re interested in taking pre-payments online, check out our guide on Online Booking Pre-Payments.
To take a pre-payment, start by navigating to the client’s profile and clicking on their Billing tab. Head to Payments and select Receive Payment to open the Receive Payment panel.
Since it’s a pre-payment, no invoices should be selected on the first page, so go ahead and click Next… to proceed.
On the final page, click Add Payment Method and choose the preferred payment option. Enter the pre-payment amount in the text box and hit Pay.
And voila! The pre-payment will be added as an account credit, ready for future invoices. 💸
That’s a wrap! You’re now a pre-payment pro. If you need help or have questions, our support team is just a call or click away. Happy billing! 💌