Hi @Fredrik
It’s not possible to use part of a prepayment for an invoice unfortunately, but there is a workaround.
There’s a guide in our knowledge base which focuses on splitting payments. Essentially, what you would need to do is have a dummy bank account which would be used to split the payment up between the invoices.
For example, if you have £200.00 coming in, to pay off 3 invoices (£25, £100 and £75), you would have something like this:
- Money In (£25) - Tagged to invoice #0001
- Money In (£75) - Tagged to invoice #0002
- Money In (£100) - Tagged to invoice #0003
- Money Out (£200) - Tagged as a transfer to your current account (and would also create the corresponding transaction for you in your current account)
The last transaction would replace to actual money in transaction from the credit. So if you’ve already tagged the money in transaction in your current account as a pre-payment, you should be able to safely delete this and remove it from the client’s account, and use the above method instead.
Although your post relates to clients, there is a similar topic here relating to supplier prepayments, which you may want to add your vote to.
I hope this helps.