How do I record an advance payment from my customer and apply it to their future invoices?
To record an advance payment for your customer:
- Go to Sales on the left sidebar and select Customers.
- Select a customer for whom you want to record an advance payment.
- In the Details page, click the New Transaction dropdown in the top right corner and select Customer Payment.
- Now, go to the Customer Advance tab at the top of the page and fill in the required fields.
- Click Save.
The advance payment recorded for the customer will now be available as credits that can be applied to invoices. Here’s how:
- Go to Sales on the left sidebar and select Invoices.
- Select the invoice to which you want to apply credits.
- In the Details page, click Apply Now next to Credits Available.
- In the popup that appears, enter the amount you wish to apply.
- Click Apply Credits.
Now, the credits you’ve applied will be reflected in your invoices.