How To Create A Customer Prebill

1. Click on Create Prebill

   In the main navigation menu, select the "Invoicing" module and click on "Create Prebill".

   

2. Enter Order Number

   Enter the order number or if an order has not been created, select "No Order for this Prebill"

   

3. Enter the Prebill

   Select the prebill information. Please note, if no order has been created, then you will need to manually enter information and adjust general ledger accounts.

   

💡 Tip!

Prebill numbers are indicated with "-51" following the order number.

4. Click on Save

   Calculate sales tax and add freight. Then click "Save". Note that G/L accounts are not impacted when creating a prebill. When a customer pays the prebill, payment is posted to the customer deposit liability account.

   

5. Send Prebill

   To send the prebill to the customer, click on "Manage Prebills" and select the prebill from the list.

   

6. Select PDF or the Envelope Icon