Add an advance or create an advance invoice through the platform.
To add an advance or create advance invoices and final invoices, first activate the "Advances" module. You must also activate one of the "Purchase Orders" or "Quotes" modules, as an advance is always created from a purchase order or quote.
The use of the Advances module is the same for both purchase orders and quotes. You can choose which type of document you use with this module.
The Advances module can be used in several ways:
- Enter an advance on a purchase order or quote
- Create advance invoices and final invoices
- Enter an advance with advance invoices and final invoices
- Schedule a final invoice
Enter an advance
On a purchase order or quote, you can request an advance from your customer. This advance is then paid upon acceptance of the purchase order/quote.
To include this advance on the purchase order/quote, you can add it during the creation of the purchase order/quote.
On the printed purchase order/quote, you will find the advance and the outstanding amount:
Creating an invoice
When you create an invoice from this purchase order/quote using the “Create Document” > “Invoice” button, the advance amount will automatically be added as a payment.
