How to add advance payments to an invoice

There are two ways to add an advance payment to an invoice:

1 - At the booking level

2 - At the invoice level

1 - At the booking level

Once you have created a booking you can record an advance payment received against that booking in two easy steps.

To add an advance payment to the booking, go to Operations - Bookings - Click on a booking listing - On the booking details page, click on the large gear icon in the top right corner - Click on Add advance payment to the booking.

You will see a popup with the following details:

• Amount: Add the advance payment amount here.
• Payment Mode: Select how the advance payment was made by the customer.
• Received in Bank: Select the bank account in which the advance payment was received.
• Bank Credit Date: Enter the date the advance payment was credited into the above-mentioned bank account.

After entering the details click Save. You should now be able to see the advance payment added to the booking.

Once the duty is completed, you can create the invoice by opening the booking details page - Click on the large gear icon then click on Generate Invoice. When the invoice opens, you should be able to see the advance payment automatically added to the invoice.

2 - At the invoice level

To apply an advance payment to an invoice you will first need to create a receipt and mark it as Is Advance

Once you have created the advance payment receipt, you can create an invoice for your customer with the advance payment.

Go to Operations - Billing - Click on Add Invoice - Add the customer details and bookings to the invoice then click on the Add Advance button - select the advance payment receipt from the pop-up and click on Add Advance. You will see a new row added to the invoice with the advance payment.