Prepaid Invoices
To set an invoice as Prepaid in My Fundraising Place, go to the More Info tab on the invoice and click on the Prepaid check box.
The invoice will now show in the Sync Agent where you can sync it to QuickBooks. Receive payment on the invoice in QuickBooks like you normally do.
The invoice in QuickBooks will be paid and the invoice will show in the bottom list in the Sync Agent, but the invoice in My Fundraising Place is not delivered yet so we do NOT update the state of the My Fundraising Place invoice to paid. When you sync your invoices, you will see the message below where it says that the invoice has been paid in QB, but it has NOT been delivered.
Once the My Fundraising Place invoice has been delivered the invoice will show up in the top list again where you will sync it back to QuickBooks. This step is needed in case there were any changes to the invoice. After it’s been synced back to QuickBooks, the invoice will show up again in the bottom list. If nothing changed on the invoice that impacts the price, then the state of the My Fundraising Place invoice will be updated to Paid when you sync.
