Add a prepayment

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

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

Select the Due Date.

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

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

Open

1. Edit or Delete the prepayment.

2. Add a prepayment invoice.

3. Add a client payment.