Applying a prepayment from within a bill

You no longer need to navigate to the Prepayments list to apply a deposit to a bill. You can do it directly from the bill's detail view.

Steps

  1. Open the bill from Inventory → Bills.
  2. Click the Credits & Prepayments tab.
  3. Click Apply Prepayment. Luminous shows all prepayments that are eligible for this bill — meaning they are from the same vendor, in the same currency, and have an unapplied balance remaining.
  4. Select the prepayment you want to use.
  5. Enter the Amount to apply. It cannot exceed the prepayment's unapplied balance or the bill's current amount due.
  6. The dialog shows the bill's outstanding balance and the maximum amount you can apply.
  7. Click Apply.

The bill's outstanding balance is reduced immediately. If fully covered, the bill moves to Paid; if a balance remains, it moves to Partially Paid.

Requirements

  • The bill must be in Open or Partially Paid status.
  • The bill must not be on hold or marked as disputed.
  • The prepayment currency must match the bill currency.

Reversing an application

If you applied a prepayment by mistake:

  1. Stay on the Credits & Prepayments tab.
  2. Find the application in the Prepayments Applied table.
  3. Click Reverse and confirm with a reason.

Both the bill's outstanding balance and the prepayment's unapplied balance are fully restored.

You can still apply prepayments from the Prepayments list using the Apply to Bill button — both workflows are available.