> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jingjaiops.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Pre-payment

> Recording a payment before a job starts and how it appears on the final invoice.

A pre-payment is money received before a job's start date — typically a 50% advance against the rental balance. JingjaiOps tracks pre-payments separately so they show on the final invoice as a credit and don't get confused with the rental subtotal.

## What a pre-payment is

A pre-payment is **not** a deposit. The two are different:

|                | Deposit                              | Pre-payment                      |
| -------------- | ------------------------------------ | -------------------------------- |
| Purpose        | Refundable collateral against damage | Advance against the rental price |
| VAT            | Excluded                             | Included (if VAT applies)        |
| Refundable     | Yes, if no damage                    | No — applies to the invoice      |
| Receipt prefix | `DEPR`                               | `PREREC`                         |

Use pre-payment when the customer has agreed to pay some or all of the rental cost before equipment goes out.

## Recording a pre-payment

<Steps>
  <Step title="Open the job">
    The pre-payment is recorded against the job (the invoice may still be in Draft).
  </Step>

  <Step title="Click 'Record Pre-payment'">
    From the Payments panel on the right side of the job detail.
  </Step>

  <Step title="Enter the amount">
    The amount the customer paid in advance.
  </Step>

  <Step title="Pick payment method and reference">
    Same options as a regular payment: Bank Transfer, Cash, PromptPay, etc.
  </Step>

  <Step title="Save">
    A pre-payment receipt is issued (`PREREC-YYYY-NNNN`) and the customer's portal shows the receipt.
  </Step>
</Steps>

## PREREC receipt numbering

Pre-payment receipts use a separate sequence: `PREREC-YYYY-NNNN`.

* `PREREC` — pre-payment receipt prefix (configurable)
* `YYYY` — year
* `NNNN` — sequence per year

Keeping pre-payment receipts in a separate sequence makes accounting reconciliation cleaner — your books can distinguish revenue received in advance from revenue earned.

## How pre-payments appear on the final invoice

When the job finalizes and the invoice is issued, the invoice PDF shows the pre-payment as a line below the totals:

|                                                      | Amount       |
| ---------------------------------------------------- | ------------ |
| Subtotal (rental)                                    | ฿100,000     |
| VAT 7%                                               | ฿7,000       |
| **Grand Total**                                      | **฿107,000** |
| Pre-payment received (PREREC-2026-0017, 12 Mar 2026) | −฿50,000     |
| **Balance Due**                                      | **฿57,000**  |

The pre-payment line clearly shows the receipt number and the date received, so the customer can match it to their bank record. The balance due is what they still owe.

## Multiple pre-payments

A job can have multiple pre-payments. Each one:

* Gets its own `PREREC` receipt number
* Appears as a separate line on the final invoice
* Is summed into the total pre-payments applied

For example, if a customer pays in three installments:

```
Pre-payment received (PREREC-2026-0017, 1 Feb 2026)   −฿30,000
Pre-payment received (PREREC-2026-0018, 15 Feb 2026)  −฿30,000
Pre-payment received (PREREC-2026-0023, 1 Mar 2026)   −฿40,000
─────────────────────────────────────────────────
Total pre-payments applied                            ฿100,000
Balance Due                                           ฿7,000
```

## VAT on pre-payments

Under Thai VAT rules, VAT is owed when payment is received OR when service is rendered, whichever comes first. If your business is VAT-registered, you may need to issue a Tax Invoice for each pre-payment as it comes in.

JingjaiOps prompts you for this:

* When you record a pre-payment, a checkbox asks **"Issue Tax Invoice for this pre-payment?"**
* If ticked, a `TI-PREREC-YYYY-NNNN` Tax Invoice is generated alongside the receipt.

Discuss the right approach with your accountant — small businesses often issue the Tax Invoice once on the final invoice, while larger businesses issue per pre-payment.

## Refunding a pre-payment

If a job is cancelled before delivery and you've already taken a pre-payment, refund it:

1. Open the job, click **Cancel Job**.
2. JingjaiOps prompts you to refund pending pre-payments.
3. Pick refund method (typically reverse the original transfer).
4. A refund receipt is issued (negative amount) for your records.

The customer sees the refund in their portal as **"Refunded"**.