Prepayments/Customer Credits

parklandracersparklandracers Member Posts: 1

I followed the steps in this article to take a prepayment. What is missing in the article is how to view the prepayments after the fact. I would like to be able to send a summary or receipt to the client for their credit.

We take prepayments for the season and apply to prepayments to race fees as the season progresses. So I take the payments and place them in a liability account and attached a client name to the transaction but i can't seem to view the transaction in any report or through the customer it's attached to. I would have thought that the account summary for the client would show both the debits and the credits?

https://support.waveapps.com/hc/en-us/articles/208622916-How-to-handle-invoice-deposits-or-prepayments

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