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- On the WebSMARTT Home page,
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- click Customers.
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- Under Customer Management, click Find Customer.
- Enter information into the search filters and click Search.
- Click Prepayment next to the customer who needs a prepayment.
An error message "Warning, you are making a prepayment for an withdrawn or inactive customer" appears if you attempt to make a prepayment to a customer who is inactive or withdrawn.
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- Enter the total amount of the prepayment in the Total Prepayment Amount field.
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- In the Type field
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- , select whether this payment is Cash, Check, or Promotion (depends on user permissions).
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- If you want all of the cash to go into the customer's cash account, click Confirm . If you want to enter meal credits, select either the Number of Lunch
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- /Breakfast
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- Credits OR Cash used for Lunch
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- /Breakfast
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- Credits
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- ; enter the amount of credits or cash before confirming
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- .
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- Verify the Account Cash, Lunch Credits, and Breakfast Credits.
Check the Print Receipt? box if you would like to print a receipt for this prepayment
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- .
- If the amounts are correct, click Submit. If they are not correct, click Change.
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Clicking Change takes you back to the Prepayment
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- page.
- Click Continue
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- .
If you want to split a prepayment with another account, see How to split a prepayment.
If you want to make an adjustment to an account, see How to make an adjustment to an account.