Invoicing and receipts

Recording a customer advance

Last updated Wednesday, January 18, 2023

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

  1. On the left side menu, go to Customer payments.
  2. Click on Create payment, then choose Invoices payment / advance.
  3. Select your Customer in the dropdown.
  4. 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.
  5. In the Amount paid, enter the amount you received from your customer in your bank account.
  6. Select the date you received the payment.
  7. In Payment type, select Advance payment.
  8. Click Save.

Here's an example of a customer advance:

customer-advance.png

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:

cusotmer-advance-credit-note.png