Prepayment statuses
A prepayment moves through six statuses.
| Status | What it means | How it changes |
|---|---|---|
Draft (draft) | Recorded but not yet paid. | Starting point for every prepayment. |
Paid (paid) | The money has gone out — a deposit sits with the supplier. | Set by Mark paid, from draft. |
Partially applied (partially_applied) | Some of the balance has been allocated to invoices; some remains. | Set automatically as allocations are made against the deposit. |
Applied (applied) | Fully allocated — nothing left to allocate or refund. | Set automatically once allocations exhaust the balance. |
Refunded (refunded) | The whole remaining balance has been paid back. | Set by Refund, from paid or partially applied. |
Cancelled (cancelled) | Abandoned before any money moved. | Set by Cancel — only reachable from draft. |
Which actions appear when
| Status | Actions available |
|---|---|
| Draft | Edit · Cancel · Mark paid |
| Paid | Allocate · Refund (while a balance remains) |
| Partially applied | Allocate · Refund (while a balance remains) |
| Applied | none |
| Refunded | none |
| Cancelled | none |
A prepayment can only be cancelled while it is a draft. Refund is available from paid or partially applied, for as long as a balance remains, and always returns the whole remaining balance — there is no partial refund.
The advice PDF can be downloaded from any prepayment that is not a draft and not cancelled — that is, from paid, partially applied, applied or refunded.