Summary
To create a prepayment, first create a preinvoice in KLARA, then generate an invoice including the prepayment article and amount. The prepayment will be matched during bank reconciliation and deducted from the final invoice.
Steps to Create a Prepayment
- Create a Preinvoice
Begin by creating an article with the product type “Preinvoice/Prepayment” in KLARA. This article will be necessary for your invoice later.
- Generate an Invoice
Next, create an invoice for your prepayment. Add the article “Prepayment” along with the corresponding amount. This amount will automatically be recorded in your accounting as a prepayment.
- Match Payment via Bank Reconciliation
The received payment will be matched with the preinvoice through the bank reconciliation process.
- Create Final Invoice
When you create the final invoice, KLARA will notify you via a popup indicating that a prepayment already exists for that specific client.
- Add Prepayment to Final Invoice
Tick the box next to the prepayment and click on “Add.” If necessary, you can adjust the amount in the field above, especially if the invoice amount is less than the prepayment.
- Deduct Prepayment from Invoice Total
The prepayment will be deducted from the total at the end of the invoice.