In order to use prepayments in Traede there are some settings that need to be set up before the feature is functional.

The first thing that needs to be set up is the correct payment information on the document of both the prepayment and invoice. We need to add some code to the footer of both documents. Start with the invoice document.

Invoice document

1. Go to Settings and choose Documents
2. Click on the Invoice document
3. Scroll down to the footer of the document
   (You will most likely already have a footer for invoices, if not, please reach out to support)
4. Select the footer in the dropdown to edit it

5. Add the code below to the footer (We recommend adding the code to the top of the footer)

{{#prepayment}} Prepayment paid: {{ prepayment.amount }}
Left to be paid: {{ prepayment.left_to_be_paid }} {{/prepayment}}

6. Press Save footer to save the code

Prepayment document

Now we need to add some code to the footer of the prepayment document.

1. Go to Settings and choose Documents
2. Click on the Order prepayment document
3. Scroll down to the footer of the document
4. Add a new footer by clicking New footer
5. Type in a name of the footer ex. "Prepayment" and click Save (Beware, the name will be the header of the footer)
6. Select the newly created footer in the dropdown
7. Add the code below to the footer

Prepayment amount: {{ prepayment_amount }}
Please transfer payment to: {{ bank.bank_name }} / Bank code: {{ bank.bank_code }} / Account number: {{ bank.account_number }} / IBAN: {{ bank.iban }}/ Swift: {{ bank.swift }}

8. Click Save footer to save the code
9. We need to add the newly created footer to the document. So click add rule on the document
10. Select the footer in the dropdown Show footer

11. Click Save in the top right corner of the page