Settle to Prepaid

Customers can settle orders and batches with Open Prepaids that load automatically when the customer account is selected. The Prepaid button becomes available in the upper left-hand corner of the window.

Use the drop down arrow or double click to view available Prepaids.

In View Prepaids, the Prepaids are listed with additional information available by expanding the plus sign to the left of the Prepaid ID.

Click into the Selected column to choose the Prepaid to be used to settle the Order or Batch.

After the Prepaid has been identified, all line items have a PPd checkbox added. Select which items will be settled to the Prepaid by using the checkbox.

Settle the Order or batch using the Settle-F4 button or the F4 function key.