Add a prepayment

Article • 4/27/2026 • 2 min read

When a customer prepays an order, apply the cash to the sales order.

To add a prepayment

  1. Set up the receipt.

  2. On the Toolbar, click Copy > Prepayment.
    The Cash Receipt Invoice Selection window is displayed.

  3. Click the Customer lookup reference button.
    The Lookup For Customer window is displayed.
    Highlight a row and click Select. Or, double-click to select the customer.

  4. Click OK in the Cash Receipt Invoice Selection window.
    The sales orders available for applying prepayment are listed in the grid.

  5. Select the sales order for prepayment:

    » In the Select column, select the check box to include the sales order.

    » Select the Select check box to select all listed sales orders.

  6. Select the customer currency:

  7. Click the Currency lookup reference button.

    The Lookup For Currency window is displayed.

    1. Highlight a row and click Select. Or double-click to select the cus- tomer’s currency.

  8. Click OK.

  9. Set payment information:

  10. In the Date Deposited field, type the deposit date. Or click the icon to display the calendar. Select the deposit date.

    This date becomes the general ledger posting date.

    1. From the Payment Method list, select the payment method.
    2. In the Ref/Check No field, type the reference or check number.

  11. In the Cash Amount field, specify the payment amount. Or click the icon to dis- play the calculator. Select a value.

    The Yet to Apply field shows the payment available to apply.

  12. To set the account to which to credit the payment, click the Cash Acct lookup ref- erence button and select the general ledger account from the Lookup For Cash Acct window.

    The Gain/loss Acct field displays the general ledger account to which Made2Manage posts currency exchange gains and losses.

  13. To let Made2Manage automatically apply the payment to invoices, select the Dis- tribute Automatically check box.

  14. To manually distribute the payment:

  15. Clear the Distribute Automatically check box.

    1. In the Amount Paid column of the appropriate invoice, type the amount to apply to that invoice.

      The value in the Yet to Apply field is reduced by the amount entered in the Amount Paid column.

    2. In the Discount or Adjustment column, type the applicable dis- counts or adjustments.

    3. On the grid toolbar, click Apply Discount Amt to this Row.

  16. On the Toolbar, click Save.

    When you finish working with this prepayment, mark it as paid.