Prepayment Process with Bill & Pay

When the option "Allow payements without an invoice" is turned on in Bill & Pay, additional payments will sync to Ajera as client prepayments. These prepayments can be assigned to a specific project in Ajera and applied to client invoices as part of the Ajera prepayment process. You can also now void a receipt in Ajera and send it back to Bill & Pay.

Prepayments

When a prepayment is applied on an invoice from Client Receipts > Prepayment tab in Ajera, the outstanding balance of the invoices impacted will be updated in Bill & Pay when saved

In addition. when a prepayment is unapplied, both the invoice balance and the additional payment will be restored back to the unapplied balance.

This happens for prepayments applied from Manage > Client Receipts > Prepayment tab or directly from Manage > Client Invoices.

There will be additional restrictions when editing prepayment receipts that were created in Bill & Pay.

You can assign the prepayment to one or multiple projects in Ajera.

Voiding Receipts with Prepayments

When you void a receipt in Ajera that has a prepayment that was not created in Ajera,

• If the prepayment is not applied, the payment record is removed from Bill & Pay.

• If the prepayment is applied to an invoice, the payment record is removed from Bill & Pay and the amount applied to the invoice is reversed.