Invoicing for advanced payments
Hi There We are a small construction company which has a few clients at a time. We invoice clients for material and labour costs plus also sometimes we add in a line for "advanced payments for the n...
Forum Discussion
Hi SamanthaG,
Thanks for posting and welcome to the Community Forum.
I understand the need to record an advance payment for your use case. Unfortunately, the application does not have an innate feature to handle this. Generally, all sales payments need to be connected to an invoice or a sales order. In my understanding, the best way to handle this is to record the overpayment together with the final payment on the latest invoice. This will result in the customer having credit for overpayment that can be used in other invoices. However, this will not appear in the invoice. Another option is to record the partial payment right after creating the invoice.
Let us know if you require any further assistance with this. We're happy to help.
Thanks,
Genreve
