Step 1: Go to “Customers”.
Select the “Customers” option from the dashboard on the left.
Select or search for the customer for whom you want to record the advance payment.
Step 2: Click on “Ledger”.
Click on the “Ledger” option present at the end of the customer column.
Step 3: Enter the payment details.
Now, click on the “You Got” option present at the bottom of the pop-up.
A new form appears. Enter the amount received, payment date, payment mode, and bank.
You can also add notes
Step 4: Click on “Add Payment”.
Now, click on the “Add Payment” option present at the top right corner of the screen.
Congratulations! You have successfully added the amount you received from the customer and a pop-up appears at the top of the screen informing the same.
Step 5: Go to Invoices.
Now, close the earlier form.
Click on “sales” from the dashboard on the left and select “Invoices” from the drop-down menu.
Step 6: Settle the payment
Select or search for the invoice for which you want to record an advance payment and click on the rupee icon at the end of the invoice column.
A new form appears. Here, select the tick box near “Settle From Advance Payments”.
Note: You can also view or edit the payment details by clicking on the drop-down button near the “Payment Details” option.
Step 7: Click on “Update Payment”.
Now, click on the “Update Payment” option present at the top right corner of the screen.
Congratulations! You have successfully recorded your payment from advance payments.
