Record money a customer paid before you issued an invoice, then apply it when the invoice exists.
1. Choose an advance
Open Invoicing → Payments Received. Open More Ways to Record a Payment beside Record Payment and choose Record Advance Payment.
2. Record the money received
Choose the customer and currency. Enter the actual amount, date, receiving account, payment method, and reference. Check the details and save.
3. Find the unused advance
Return to Payments Received and find the advance by customer, amount, and reference. Check its unused balance.
4. Apply it later
Open its row menu and choose Apply to an Invoice. Select an eligible invoice for the same customer and currency. Enter no more than the unused amount or unpaid invoice balance.
5. Check the application
Review Refunds and Applications and the invoice’s History. Applying the advance uses existing money; do not enter another receipt.