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.

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