Apply Pre-Payment to an Estimate Invoice (How-To)

Article Details

Summary

After you create a reservation or appointment, you can apply a pre-payment any time before check out. You can apply it from anywhere you can create an estimate. This includes the Dashboard, the Reservation Details page, and the Owner Details page. These steps start from the Owner Details page.

Steps

  1. Go to the Owner Details page.
  2. Select the Invoices tab.
  3. Select the Estimates section header. Find the estimate to apply the pre-payment to.

    Invoice and estimate dashboard interface.

  4. Select the Apply Payment icon.

    Invoice and payment summary table.

    You can also select the Apply Payment button on the estimate.

    Invoice with contact and payment details

  5. In the pop-up window, enter the Pre-Payment Amount. Edit the Description if you want, and choose the Payment Method.

    Payment form with pet names listed.

  6. Select Make Prepayment.

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