Billing with GRP Prepay
Billing with GRP Prepay
Start invoice like normal, import from ticket or add products. Once all your products are added always look in the Level column. You should always click in this box no matter what it says just a double check to make sure you are not missing anything.
A good practice to follow would be to make sure the Prepay Status box in set to All, the Show not Active Bookings in Checked, and click the button to Show Products. This will allow you to see all bookings and prepays for this customer in case there was a swap of a product and you need to steal prepay from another product.
In the case for seed billing, you will need to find the product for the line item you are working on as well as the Grp Prepay that matches in the Comments. If your seed item is on a Secure Booking, make sure to use Secure Prepay.
Find the product for the line item you are working on and click to highlight it Blue, then click the Prepay Book Only button. (Make a mental note of price of the product to verify it is correct on the invoice later)
After that you will select the Grp Prepay item you want to use the money from to pay this Line. Again, double checking the comments to make sure you have the correct item. Click to highlight blue and then Click Done.
Do this for all items on your invoice and when you are finished there are multiple checks to verify all bookings and prepays. For items that were booked and are using GRP Prepay the status will say Book/Paid. Items that were prepaid specifically will say Paid. You can also look in the Booking Recap tab to see a list of all Bookings and products used.
