How do I collect advance payment with Invoicera?

You can easily collect Deposit Offline, Add Credit to a Client and Apply it as Payment to Future Invoices.

Please refer the steps below:

1.Go to “People”>>”Clients”

2.Hover your cursor over a Client name and choose “Add Credit” as shown in the image below.

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3. Enter the credit details in the next page and click “Save”.

4. To add this credit to a new invoice, please check the box “adjust the credit from advance payment” before sending/saving the invoice as shown in the image below.

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This will help you adjust Credit for Advance Payments.

In case the article was not able to help you with your queries, please click here to raise a support ticket to our Customer Delight Team.

Posted by Invoicera Support on 14 December 2015

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