Invoicing and receipts
Recording a customer advance
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.
Step-by-step instructions
- On the left side menu, go to
Customer payments
. - Click on
Create payment
, then chooseInvoices payment / advance
. - Select your
Customer
in the dropdown. - In the
Paid through
dropdown, 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
date
you received the payment. - In
Payment type
, selectAdvance payment
. - Click
Save
.
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.
Crediting the customer in a specific currency
You can only apply credit notes to invoices that have the same currency as the credit note.
When creating the payment advance, you can change the amount to credit currency so that you can apply the credit note to an invoice of the same currency.
Here's an example of a credit note created from a customer advance:
