Customer credit and advances
Record advances, keep overpayments and credit notes as credit, apply credit to invoices, and see every movement.
Credit · Brightline Design · INR₹25,000.00 available
12 SepAdvance received · RCT-0079+₹50,000.00
1 OctApplied to BD-INV-0119−₹25,000.00
20 OctCredit note BD-CN-0007+₹11,800.00
22 OctRefund · bank transfer−₹11,800.00
Record Advance 1Apply Credit 2Record Refund 3
- Record Advance — money before any invoice, with a receipt voucher.
- Apply Credit — to an open invoice, up to the smaller of the credit and the balance.
- Record Refund — money paid back.
Credit comes from advances, overpayments and credit notes. It’s held per Brand and currency and never goes below zero.
- Open the invoice with a balance
Apply Credit.
- Choose how much
Up to the smaller of the credit and the balance.
- Apply
The invoice’s balance goes down; the credit history shows it.
In India with GST invoicing on, Record Advance asks what it’s for — services, goods or a security deposit. See Advances, receipt and refund vouchers.
Who can do this:OwnerAdminMemberViewer — no
Related topics
Keep going
Invoices and documentsCredit notesReduce an issued invoice by quantity, price or amount; the balance goes down first and the rest becomes the customer’s credit.View Guide PaymentsRefundsRecord money you paid back to a customer, or refund a customer’s credit through Razorpay to the original online payment.View Guide GST (India)Advances, receipt and refund vouchersRecord GST on service advances, print receipt vouchers with the GST inside, and issue refund vouchers when you refund an advance.View Guide
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