How to register a client prepayment
Written By Ekke
Last updated About 4 hours ago
You can register a client prepayment (down payment) on a client contract to settle it against upcoming valuations.
- Open your project and go to Client contract
- Open the relevant contract
- Scroll down and click Add prepayment
- Confirm the following fields:
- Company – already filled with the client company
- Document type – prefilled as Prepayment invoice
- Order – linked to the main contract
- Enter the Prepayment net amount
- (Optional) Upload any supporting files
- (Optional) Add a comment
- Click Submit
Once submitted, the prepayment can be settled in future valuations. It will appear as a separate row when creating a client valuation, allowing you to reduce the payable amount accordingly.
Note: Prepayments do not affect the current income of the project.
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