When you create a customer advance, Wafeq will automatically create a credit note for the customer which you will be able to apply on future customer invoices.
- On the left side menu, go to
- Click on
Create payment, then choose
Invoices payment / advance.
- Select your
Customerin the dropdown.
- In the
Paid throughdropdown, select the bank account where you received the payment. The payment currency will automatically be selected as the bank account's currency.
- In the
Amount paid, enter the amount you received from your customer in your bank account.
- Select the
dateyou received the payment.
Payment type, select
Here's an example of a customer advance:
Applying the advance to a customer invoice
When you create a customer advance from a payment, Wafeq will automatically create a Credit Note for the customer. You can find the credit note by going to
Credit notes in the left side menu.
You can then apply the credit note to an invoice.
Here's an example of a credit note created from a customer advance: