Prepay Requests
Per-service pre-payment line items that must clear before work starts.
Last updated 05/24/26
What this surface does
Prepay Requests are line items attached to a service that must be paid before the service kicks off (e.g. design retainer, ad spend deposit). Each row has an amount, due date, payment status, and link to the originating campaign.
When to use it
- Service rules require upfront payment (design, ads, mail drops).
- Net-30 override needs an explicit prepay carve-out for the first invoice.
- Reviewing which campaigns are blocked waiting on prepay clearance.
Key gotchas
- A campaign with an unpaid prepay request cannot move to "active" — the gate is enforced server-side.
- Refunding a prepay creates a reversal entry in the GL. Do not "delete" — refund via Stripe so the audit trail is intact.
- Auto-charge (W9) can be configured to pull prepay automatically when the saved card is on file.
Related
- Auto-charge, Invoices, Customer Invites Wizard.