How to Create an Invoice for an Overpayment/Prepayment

9. Cost Each: For overpayments/prepayments, the cost is the remaining money on the check.

Season: Select the current Financial Season.
Click Add Item.
Click Add Fee Exemption so PlayerFirst doesn’t add a check fee when receiving the payment. This should be done if, and only if, the check has already incurred a check fee or the fee exemption has been approved.
Click Receive Payment to apply the prepayment/overpayment to the invoice and follow the steps to receive the payment.
Amount: Type the amount being paid, which should match the cost of the Prepayment.
Method: Select the payment method.
Description: If the payment method is a check, add the check number.
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: Do not add an expiration date as a credit for a prepayment/overpayment should not expire.
Limite 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.

Financial Season Table