Visma Net
Track customer prepayments
You can track customer prepayments in the following windows:
- Customer summary (AR401000): Displays prepayment balances
- Customer details (AR402000): Shows prepayments from individual customers
- Balance by general ledger account (AR632000): Displays all prepayments collected on the prepayment account
To track customer prepayments, you use a special liability account, the prepayment account, to record prepayments from customers.
You can change the prepayment account and subaccount for a particular customer in
the Customers (AR303000) window.
The system credits this
account by default when a user enters a new prepayment from the customer.
Related reports
Balance by customer (AR632500)
Related concepts
About tracking customer ledger documents
Process customer ledger documents - overview
About customer ledger ageing reports
About types of customer ledger documents
About the customer ledger document processing flow
About changing the processing of customer ledger documents
About schedules for recurring documents
Related tasks
Copy one customer class to a new one
Use a template to create a new customer class
Create a customer class template
Edit or delete customer classes
Set a customer class as default
Make settings in the Customer classes window
Set up dunning letter mailing for a customer class
Set up invoice mailing for a customer class
Set customer class print and email preferences
Set up a dunning letter mailing
Set up mass processing of mailings
Related windows