How to use Prepaid module

PowerPanel also has a very powerful Pre-paid module. This gives you the opportunity to setup a system your customers need to first pay, before they can made any purchases. This will make sure you always get paid for the services you are selling. 

In this article we have collected all you need to know about our Pre-paid system.

• How to enable the Pre-paid module in PowerPanel
• Proforma invoice
• Refunding transactions
• Adding manual payment (create pre-paid invoice)
• Adding manual transaction (charge customer)
• Related articles

How to enable the Pre-paid module in PowerPanel

Before you can start using our Pre-paid module, you need to setup first. In this article you will learn to:

• Setup the Pre-paid module.
• Setup minimal Pre-paid amount.
• Change the default payment description on the invoice.
• Setup the product group where you want to book your revenue on. 

You can read here how to setup.

Proforma invoice

Sometimes a customers needs a proforma invoice before they can make a payment. You can go to system --> settings --> invoice settings. There you can edit the Proforma invoice template.

Refunding transactions

If you need to give your customer a refund for a certain transaction. You can do this by following the below steps:

1. Find the customer you want to give a refund.

Click in the menu "customer transactions"

2. In the transaction overview click the transaction you want to refund

3. Check the detail in the popup and click the refund button

4. Now the balance will be updated for the customer

Note: It could take a few minutes before the changes are also visible for the customer in his account. 

Adding manual payment (create pre-paid invoice)

If a customer has made a payment using another option than the one that was activated for online payment, you can process this by hand. 

1. Find the customer you want to give a refund.

Click in the menu "customer invoices"

2. Click on the button "Create new invoice"

3. Choose the first option "Create a new invoice manually" and click Create New Invoice

4. Now add the payment on the invoice line

Tip: Make sure you are selecting the correct Product group. Choose the same group you have setup in the prepaid setting.

Note: Do not use the product group "Payment & Transaction costs". This is a reversed group and is used for the costs of the payment that has been made by your customers.  

5. Now click the save button to save the invoice

Choose the third option "Create prepaid invoice". This will process the invoice directly and add-up the prepaid balance for your customer.

Tip: You can choose not to send this invoice by e-mail to your customer. Deselect the option "Send invoice directly by e-mail"

Adding manual transaction (charge customer)

You also have to option to add a transaction manually. This is helpful if you need to charge a customer for work you have done.

1. Find the customer you want charge.

In the menu click the option "Customer transactions"

2. In the transaction overview click the button "Add transaction"

3. Enter the details in the popup below

• Use debit: If you want to charge the customer, so the amount will be subtracted from his balance.
• Use credit: If you want to give the customer balance back (use this if you need to correct a previous transaction).

Note: If you are using Credit options, make sure there is a good reason not to create an invoice for this customer. Otherwise the revenu will not register.

Related articles

• Pre-payment and the payment options