Add a prepayment

Prepayments can be added in Classic and Smart projects.

  1. Click the Add button in the Prepayment section. The Add Prepayment pop-up window appears.

    Prepayment2.png
  2. In the Amount section, decide whether the prepayment will be a Specific Value or a Percentage of Total Agreed and provide the necessary numbers.

  3. Select the Due Date.

  4. Select the Clearing Mode from the drop-down list:

    1. With the first task

    2. Proportionally to tasks Total Agreed

    3. With the last task

  5. Click the Save button. The Prepayment section transforms into a card with prepayment details. Here you can:

    Prepayment1.png
    1. Edit or Delete the prepayment.

    2. Add a prepayment invoice.

    3. Add a client payment.

 

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