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Turn a customer’s double payment into an advance payment

Steffi
  • Updated

Summary

To turn a double payment into an advance payment, create a corresponding invoice with an advance payment item type, which will be recognized by the system.

Steps to Create an Advance Payment Invoice

  1. Create an invoice for the relevant partner.
  2. Generate an item of the advance payment type to ensure the system recognizes it.
  3. Associate the invoice in the bank reconciliation with the double payment.
  4. Mark the invoice as “paid” once it is associated with the double payment.
  5. Link the invoice with open positions in the partner reconciliation.

Handling Open Positions

  • If there are no open positions at the time of invoice creation, the system will notify you during the next invoice creation for that customer.
  • You can include the advance payment directly in the new invoice to offset the amount already paid.

FAQ

Q: What should I do if the invoice is not marked as “paid”?

A: Ensure that the invoice is properly associated with the double payment in the bank reconciliation.

Q: How will I know if there are still advance payments for a customer?

A: The system will inform you during the next invoice creation if there are outstanding advance payments for that customer.

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