How Do I Record an Advance or Excess Payment From a Customer?

You can still record an advance or excess payment received from a customer in the France edition. This is useful when a customer pays more than the amount currently due, or pays an amount before it is applied to an invoice.

To record an excess payment:

Go to Sales on the left sidebar and select Payments Received.
Click + New.
Select the customer for whom you want to record the excess payment.
In the Amount Received field, enter the excess amount.
In the pop-up that appears, select No.
Enter the other required details.
Check the Amount in Excess field to verify the excess amount that will be recorded.
Click Save as Paid.

The entered amount will be recorded as an excess payment for the customer. You can apply it to an invoice later when required.

Note: This is different from issuing a deposit or advance invoice. Since the native Retainer Invoice module is not available in the France edition, deposit invoices should be handled using a standard invoice.

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