Modified: 2015/08/04 18:27 by Ashley - Uncategorized

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Pre-Payments

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Adding a Pre-payment

Navigate to: Accounts Receivable > customer’s name > Add Payment > enter amount and reference information. Then go to: Reports > Payment

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Revenue Source

When pre-payments are made, reports will show the revenue source as “unknown” until that payment is applied to an invoice. Pre-payments do not take on a revenue source until it’s applied to the invoice. It is marked as cash in the account to prevent incorrect reporting prior to invoicing.

Note: By previously allowing a revenue source to be applied to a pre-payment, RadioTraffic was erroneously skewing reports for accounting - but not traffic - purposes. This ONLY applies to pre-payments.

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Revenue Type

If the Revenue Type is “Unknown,” troubleshoot the customer’s billing default value.

Navigate to: Accounts Receivable > customer’s name > right click > Open > Billing tab > Revenue Type.

If the Revenue Type in the customer’s profile is set to “None,” it will reflect “Unknown” in the A/R payment report. Change this to Cash, and the Revenue Type will reflect that in your reports.

Note: The wording in the customer area is now “owner,” rather than “sales person.” The owner owns the customer and whatever is associated with it. When you enter a customer’s pre-payment, it takes on the behavior of the owner.

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Reporting

Pre-payments can be easily identified on the aging report.

Pre-payments appear on the commission report once they are applied to the invoice. This is intentional to reduce or eliminate chargebacks to sales people.