Apply Pre-Payment to an Estimate Invoice

Once a reservation or appointment has been created, pre-payment can be applied at any time up until checkout of the reservation. Prepayment can be applied from any location in the app where an estimate can be generated, including the dashboard, the reservation details page, and the owner details page. To apply pre-payment to an invoice from the Owner Details page, follow these steps:

1. Navigate to the Owner Details Page.
   
   
2. Click on the Invoices tab.
   
   
3. Click on the Estimates section header and locate the estimate that you'd like to apply prepayment on.
   
   
   
   
4. Click the Apply Payment icon.
   
   
   
   Prepayments can also be made from the estimate by selecting the Apply Payment button: 
   
   
   
5. Enter the Pre-Payment Amount, optionally edit the Description of the payment, and choose the Payment Method on the pop up window.
   
   
   
   
6. Select Make Prepayment to apply the payment to the estimate.

Related Resources

• Get Started with Invoices Topic Outline
• Owner’s Invoices Tab Reference
• Check Out an Invoice with Payment How-To
• Check Out an Invoice with No Payment How-To
• Pay Open Invoices on the Business Side How-To
• Pay Open Invoices from the Customer Portal How-To