Add New Advance Payment

Adding a New Advance Payment

1. Click on the "Sales" option in the side navigation bar.Click on "More" option from the top right corner.Choose "Advance Payments" option from the list. 
   
   
   
   
   
2. You will be directed to the Advance Payments List / Retainer Invoice List page.Click on the "New Retainer" button. A form will appear.  
   
   
   
   
3. Choose the customer from the dropdown list for whom you want to create the advance payment. You can also create a new customer on the go by clicking the "Add customer" button in the dropdown list. 
   
   
   
   
4. Fill in the remaining fields in the form once you have selected the customer. Enter the advance amount that the customer is paying. You can skip the tax field in this form. Click on the save option to save the advance payment.