Unapplying a prepayment
If you use multi-company, Ajera associates the unapplied prepayment with the project.
If you do not use multi-company, Ajera associates the unapplied prepayment with the client.
- From the Manage menu, click Client Receipts.
- Click the Prepayments tab.
- Select the project or client
associated with the prepayment. Click the Project or Client field, and
click
to make a selection.
| Note: | If you select a project and more than
one client is associated with the prepayment, Ajera selects a client for
you, which you can change by clicking
in the Client field. |
- To change the
invoices that appear in the list, click
(Change View) and make selections on the Change
View window. - Use the table to unapply a prepayment:
| To | Do this |
|---|---|
|
Unapply the payment for the entire invoice amount |
Select the Unapply check box for the invoice. |
|
Unapply the payment for invoice distributions |
|
for the invoice to which you are unapplying the prepayment. - Click Save.
If you use multi-company, Ajera associates the unapplied prepayment with the project it was applied to. Otherwise, Ajera associates the unapplied prepayment with the client.
- Click Close.
See also
