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Where can I find a list of prepayments for my client?


#1

HI All, I have a problem in when I look at a clients account it shows they have a prepayment of £491.92 but I cannot see this anywhere. Can anyone tell me where I should be looking.

Hayley


#2

Hello @Fusion

When viewing the client, if you click View and select All Payments, this will bring up a complete list of payments on the account.

If you then do an Advanced Search and set it to show Unallocated payments, this will show all payments that aren’t allocated to an invoice (and are therefore “prepayments”).


#3

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