# Automated prepayments

> Canonical page: https://briefcase.so/changelog/2025-04-22
> Briefcase content index: https://briefcase.so/llms.txt

Automatic prepayment detection and recognition scheduling. Upload invoices, review draft schedules, and publish for automatic journal posting.

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Automatic prepayment detection and recognition scheduling. Upload invoices, review draft schedules, and publish for automatic journal posting.

22 April 2025

## Automated prepayments

Briefcase has launched its first workflow extending beyond standard bookkeeping functions: automatic prepayment detection and recognition scheduling.

When you upload invoices through email, web, or WhatsApp, the system performs extraction, categorization, and VAT compliance work. A new prepayment AI agent then analyzes transactions and drafts prepayment schedules, which you can review and publish for automatic recurring journal entry posting.

![Prepayment detection and schedule creation](https://briefcase.so/images/changelog/2025-04-22-prepayments-1.png)

## How it works

-   Upload invoices or receipts via email, web, or WhatsApp
-   Analysis occurs after bookkeeping workflow completion via the prepayment agent
-   Draft scheduling is created and displayed in the Prepayments tab
-   Review and publish the schedule for automatic journal posting
-   User control remains with options to reverse entries, edit amounts, or archive schedules

![Prepayment schedule review interface](https://briefcase.so/images/changelog/2025-04-22-prepayments-2.png)

## Current limitations

Current prepayment detection functionality is restricted to Xero clients (QuickBooks support forthcoming), single-line transactions only, and monthly recognition schedules spread across multiple months. The system does not yet support one-time future-dated recognition scenarios.

![Prepayment journals in Xero](https://briefcase.so/images/changelog/2025-04-22-prepayments-3.png)

[

PreviousAutomated invoice splitting

](https://briefcase.so/changelog/2025-03-31)[

NextAI learning trail and adjustable prepayment threshold

](https://briefcase.so/changelog/2025-04-29)
