This Advance payment Module helps to pay the payment for the sale by advance in the time of creating the quotation.
Create Sale order from Sales -> Orders -> Quotations. Add product lines in the sale order. Click on the ‘PAY SALE ADVANCED’ button as shown in the below screenshot.
It will pop up a wizard as shown below.
Amount total will display the amount to be paid. In Amount advanced field we can enter the amount we wish to pay in advance. Click on the ‘MAKE ADVANCE PAYMENT’ button.
The payment created newly will display under the tab ‘Payment Advances’ as shown in the below screenshot.
Paid amount will display under ‘Order Lines’ tab as shown below.
Create invoice for the sale order. Click on the validate button. This will automatically reconcile the invoice created with the payments made for the sale order.
Two new fields added in product as shown in the below screenshot.
These booleans are visible for only service products.
If we create order lines/ invoice lines with any of the product with these booleans checked, the Quotation/Order report and invoices report will have changes as mentioned below:
- These products will not get displayed in lines as shown below:
Instead of that it will display the amounts in DISCOUNT and PAID section as shown above. This is applicable for both sale and invoice report.