How to Create an Invoice for an Overpayment/Prepayment
Sign in to a PlayerFirst website.
On the left navigation, click Sales > Invoices.
In the upper right corner, click Plus Icon to add an invoice.
Search Billing Profile or Add Profile.
Servicing Start: Select today’s date.
Servicing End: Select today’s date.
Platform Fees: Uncheck the check box.
Click Create Invoice.
Account Type: Select Prepayment
Name: Type Prepayment or Overpayment.
9. Cost Each: For check overpayments/prepayments, the cost is the amount of money left on the check.
Quantity: Confirm “1” is showing.
Click Add Item.
Click (Receive Payment) to apply the prepayment/overpayment to the invoice and follow the steps to receive the payment.
Method: Select the payment method.
Amount: Type the amount being paid, which should match the cost of the Prepayment.
Description: If the payment method is a check, add the check number.
Recognition Date: For checks only, select the recognition date.
Click Save Payment.
Click the Prepayment line item.
Click Create Account Credit.
Credit Reason: Type, “Credit for an overpayment/prepayment.”
Credit Amount: Create the Account Credit for the full amount of the Overpayment/Prepayment.
Expiration: The maximum date that can be chosen is 1 year from the date the credit is being created.
Limit Program Use: Overpayments/prepayments should not be restricted to be used for specific programs.
Click Save.
Admin Notes: Add a note with today’s date, a brief explanation of actions taken, and your full name.
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