How do I record an advance payment from my customers and apply them to their future invoices?
To record an advance payment for your customer:
- Navigate to the Customers module and select the customer against whom you wish to record an advance payment.
- Click the New Transaction dropdown and select Customer Payment.
- Enter the amount you have received as an advance.
- Click Save.
This advance amount will now be available as credits that can be used for invoices that will be created in the future.
To apply the credits to an invoice:
- Navigate to the Invoices module.
- Select the invoice.
- Click Apply Now next to Credits Available.
The credits will be applied to the selected invoice.
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