Massive Use of Prepayments
Massive Use of Prepayments is a plugin that allows you to find all the active prepayments and use them with a few clicks. The use of prepayments can also be organized one at a time, but if there are several prepayments in the system which are not automatically linked with invoices, it makes sense to use the plugin for the prepayments.
This functionality includes:
- the system searches for all prepayments that can be used;
- you can search for separate purchase and sale transactions;
- you can search for exact matches – all contacts are searched where the prepayment is equal to the amount of the unpaid invoices;
- imprecise use of prepayments can also be carried out – this is necessary if, for example, the customer has 10 invoices, 20 payments, and the amount of invoices is less than the amount of prepayments;
- you can create a rule that the system itself would perform searches and prepayment usage in the period of the order.
Plugin price: 799 EUR + VAT as a one-time fee.
Implementation
- we will add a button on the main page to open the module;
- we will demonstrate one session of using prepayments;
- if necessary, we will set the system to fully automatic.