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Pre Payments

Table of Contents

How to take the pre-payment from the Quote/Reservation

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Where does the card information come from?

The user can manually entered it or the card can be stored at the customer level

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How to find the payments

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From the account screen, the user can view all payments

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Where do they book

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The counter part gl account is Accounts receivables

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How to post the payments

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Once the payment is applied to the invoice in Quickbooks, the outstanding charge will be updated in Quickbooks and as well as in R2 (provided the set up is done)

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