Advance/ Deposit Payment for Invoices

An advance payment for an invoice is a portion of the total amount due that the client pays in advance. The invoice then becomes “partially paid” until the remaining amount due is paid.

How to add a deposit/ advance payment to the invoice:

1. Click on “Sales” from the main menu.
2. Click on “Create Invoice”.
   • For more details on how to create a new invoice, refer to the “Creating a Sales Invoice” guide.
3. Click on the “Deposit” tab below the item table in the invoice.
4. Select the deposit type, whether it is a “percentage” or an “amount”.
5. Enter the value to be paid by the client.

• If the client has already paid the amount:

1. Enter the percentage/amount the client deposited in the invoice.
2. Activate the “Already Paid” button.
3. Select the payment method from the list.
   • Note: Payment methods can be modified by adjusting the “Settings” in the account. For more information, refer to the “Payment Methods“ guide.
4. Add the Ref No (if any) (e.g., in the case of payment by cheque).
5. Select the treasury/bank account to which the payment will be made
   • Note: the “Treasury” options only appear if more than one treasury or bank account is added to your Daftra account. For more information, refer to the “Treasuries and Bank Accounts“ guide.
     • The impact of the deposit payment will appear on the invoice totals, showing the amount paid and the remaining amount, and the invoice will be saved as “partially paid”.

 

• If the deposit payment is postponed:
  
  • Enter the percentage/amount the client deposited in the invoice.
  • Do not activate the “Already Paid” button.
  • When the invoice is saved, the value of the deposit payment will appear in the invoice totals as an amount to be paid in the “Next Payment” field,  and the invoice will be saved as “unpaid”.