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Let’s start with new article, It’s regarding Business Central Prepayment functionality.
So here 20% Prepayment set here. When the Customer No. is 40000 and item is 1005.
Now let’s make a sale order and select the same item (1005) and same customer (40000).
So, in the below screen, the user can see that the prepayment percentage will come automatically.
After that user needs to add here Quantity for sale.
Now, If wants to know more information about prepayment then they can see it in statics and also run a Prepayment test report.
For checking the statistics page user needs to click on related the order and statistics. As shown below.
On the statistic page, the prepayment amount will be visible in numbers in prepayment fast tab.
Users can also generate prepayment reports. By clicking on Action, Posting, Prepayment, and then Prepayment Test Report. As shown below screen.
User will get a prepayment report and need to select Print or preview whatever user wants as shown below:
Click on Preview so the user can be able to get report.
Once a user has seen all information about it then they can post it. By clicking on Post Prepayment Invoice…
Then the system will ask for confirmation.
User can also see posted prepayments against Sale Orders. By clicking on related, Prepayment and Prepayment Invoices.
User can see posted prepayment list here.
If a customer has not paid prepayment and the user will try to post that sale order than the system will give error. As shown below:
So here our sales & receivables setup check prepayment fields enable Boolean is working.
Now user needs to make Prepayment.
Open Bank receipt voucher and select Document type as Payment, Account type as a customer and select customer in account no.
Click on the Home page and apply Entries then all entries will be visible against the customer and the user needs to select it and click on set applies to ID.
Then Applies to ID will be visible and click on Ok.
Then post Bank Receipt Voucher.
So in this way, the User can collect the prepayment of customer.
We hope this write up will help!
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