Manage Client Receipts (Prepayments tab) window

The client or project associated with the prepayment. You can select to display invoices by client or project.

Multi-company only. Only project-related prepayment amounts are available to apply to a project. Go to Manage > Client Receipts > Existing tab to change any client prepayments to project prepayments.

If selected, the distributions appear in the table by phase instead of by activity type.

Displays the project

Displays the invoice number

Displays the invoice date

Displays the original amount of the invoice

If selected, the prepayment is unapplied.

The amount previously paid on the invoice

The amount of any credit memos issued for the invoice

The amount of the invoice that is unpaid

When this field is highlighted in red, you cannot save the entry.

The unpaid sales tax on the amount due

Appears only if you selected Apply sales tax on the Billing tab in company preferences. Ajera automatically calculates this amount based on the sales tax rate you entered for the project or phase (in the Project Command Center > Project Info tab > Billing subtab).

When this field is highlighted in red, you cannot save the entry.

If this check box is selected, the invoice is to be paid.

If the Pay check box is selected, this field contains the amount of the invoice to pay.

When this field is highlighted in red, you cannot save the entry.

The total amount of sales tax on the invoice

Appears only if you selected Apply sales tax on the Billing tab in company preferences. Ajera automatically calculates this amount based on the sales tax rate you entered for the project or phase (in the Project Command Center > Project Info tab > Billing subtab).

When this field is highlighted in red, you cannot save the entry.

Distributions (appear when you click plus sign):

The activity type, or phase if you selected the Apply by phase check box

The original billed amount of the distribution

If selected, the distribution is unapplied.

The amount previously paid on the distribution

The amount of any credit memos issued for the distribution

The amount of the distribution that is unpaid

The unpaid sales tax on the distribution

Appears only if you selected Apply sales tax on the Billing tab in company preferences. Ajera automatically calculates this amount based on the sales tax rate you entered for the project or phase (in the Project Command Center > Project Info tab > Billing subtab).

If selected, the distribution is to be paid

If the Pay check box is selected, this field contains the amount to of the distribution to pay