Advance Payment Management

This module provides advance payment functionality for both Customers and Vendors. It allows configuration of advance accounts, managing customer/vendor advances, transferring balances between partners, and refunding advance amounts when needed.

Key Features

• Maintain customer and vendor advance payments
• Pay invoices using available advance balance
• Transfer advance amounts from partner to partner
• Refund advance amounts back to customer/vendor
• Company-dependent configuration for advance accounts
• User access group: Advance Payment Full Access

Screenshots

Advance Payment Menu under Invoice

Navigate to Invoicing → Customers → Advance Payment

Advance Payment in Invoice

Invoice Alert At top and pay button

Advance Payment pay popup

pay and reconcile popup

Advance Payment transfer in customer

action button to transfer (click con action button in form)

Advance Payment Return Popup

Return amount to Customer or from Vendor

Transfer Advance Payment Partner to Partner

Easily transfer advance amounts between partners