Reconcile Pre-Invoice Payments
Once a payment is made, a pre-invoice behaves like an invoice on account. There are numerous ways to reconcile a pre-invoice / invoice on account payment.
If using Customer Payments, General Journal, or Bank Reconciliations, the process is the same as for regular invoices, except that for invoice number, you enter a pre-invoice instead of a regular invoice number. The steps below show how to do this procedure with the new Pre-Invoices tab.
Once a pre-invoice is partially reconciled, it can be reconciled further in the same way as other invoices, such as using the “Invoices” sub-tab.
Note: On a single customer payment, you cannot reconcile invoices and pre-invoices at the same time.
Use the Reconciliation pane to reconcile multiple pre-invoices at once.
Parent Topic: Pre-Invoicing Steps