{"id":158161,"date":"2026-10-26T09:52:12","date_gmt":"2026-10-26T09:52:12","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/add-assign-advanced-payments-construction-contracts\/"},"modified":"2026-11-11T13:54:17","modified_gmt":"2026-11-11T13:54:17","slug":"add-assign-advanced-payments-construction-contracts","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/add-assign-advanced-payments-construction-contracts\/","title":{"rendered":"Adding and Assigning Advanced Payments to Construction Contracts"},"content":{"rendered":"
\n

An advanced payment for a Construction contract is an amount the client pays up front before the work is carried out. It is recorded in Daftra as an advanced payment invoice<\/strong>, and then it is gradually recovered (deducted) from Payment Certificates invoices. From the Advanced Payments<\/strong> list in the contract, you can create a new advanced payment invoice or link an existing invoice to the contract.<\/p>\n

\n
Required permissions<\/span>Add an advanced payment: permission to add invoices (for all Clients or for your own Clients). Assign an advanced payment: permission to view invoices or the Construction contracts permission.<\/span><\/div>\n
How to access<\/span>Direct link: Contracts<\/strong><\/a>. Or from the main menu: Construction<\/strong> > Contracts<\/strong> > open the contract, then click Advanced Payments<\/strong>.<\/span><\/div>\n<\/div>\n
\n

Table of Contents<\/p>\n

    \n
  1. Before You Begin<\/strong><\/a><\/li>\n
  2. Add an Advanced Payment<\/strong><\/a><\/li>\n
  3. Assign an Advanced Payment<\/strong><\/a><\/li>\n
  4. Unlink an Advanced Payment Invoice<\/strong><\/a><\/li>\n
  5. Recover the Advanced Payment from Payment Certificates<\/strong><\/a><\/li>\n
  6. Impact on the System<\/strong><\/a><\/li>\n
  7. Error Messages and Solutions<\/strong><\/a><\/li>\n
  8. Frequently Asked Questions<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    Before You Begin<\/h2>\n
      \n
    • Enable Advanced Payments in Sales Settings. Without it, the message You are not allowed to access this page<\/strong> appears when you try to add one.<\/li>\n
    • In the contract, set the advanced payment amount<\/strong> and the recovery plan<\/strong> from Edit<\/strong>.<\/li>\n<\/ul>\n

      Add an Advanced Payment<\/h2>\n

      You create a new advanced payment invoice that is linked directly to the contract.<\/p>\n

        \n
      1. Open the contract, and click Advanced Payments<\/strong> > Add Advanced Payment<\/strong>.<\/li>\n
      2. An advanced payment invoice opens. The client and currency are set from the contract and cannot be changed.<\/li>\n
      3. Enter the payment amount and the invoice details, and record the payment if you have received it.<\/li>\n
      4. Click Save. You return to the contract page, and the invoice is linked to it.<\/li>\n<\/ol>\n

        Assign an Advanced Payment<\/h2>\n

        You link an advanced payment invoice that already exists to the contract, such as a payment you received before creating the contract.<\/p>\n

          \n
        1. Open the contract, and click Advanced Payments<\/strong> > Assign Advanced Payment<\/strong>.<\/li>\n
        2. The Link Advanced Payment Invoice<\/strong> window opens. It lists the advanced payment invoices for the same client as the contract and in the same currency that have not been fully used and have not been linked to the contract.<\/li>\n
        3. Select the invoice or invoices.<\/li>\n
        4. Click Assign Advance Payment Invoice<\/strong>. The message The advanced payment invoice has been linked<\/strong> appears.<\/li>\n<\/ol>\n
          \n

          \ud83d\udec8<\/span><\/p>\n

          Note:<\/strong> You can also link advanced payment invoices from the Advanced Payment Invoice<\/strong> field when you Edit<\/strong> the contract.<\/p>\n<\/div>\n

          Unlink an Advanced Payment Invoice<\/h2>\n

          From the list of advanced payment invoices in the contract, remove the invoice from the contract. The message The invoice has been removed from the contract successfully<\/strong> appears. The invoice itself remains as it is.<\/p>\n

          Recovering the Advanced Payment from Payment Certificates<\/h2>\n
            \n
          • When you invoice each Payment Certificate, the system calculates the recovery amount based on the recovery plan<\/strong> and deducts it from the Advanced Payment invoices linked to the contract.<\/li>\n
          • The recovery is filled in automatically in the Advanced Payments<\/strong> section of the Payment Certificate invoice: from a single invoice that covers the amount, if one exists; otherwise, it is distributed across the invoices, starting with the one with the largest balance.<\/li>\n
          • The status of the Advanced Payment appears in the contract: Collected<\/strong> when it has been fully recovered.<\/li>\n<\/ul>\n

            Effect on the System<\/h2>\n\n\n\n\n\n\n
            Action<\/th>\nEffect<\/th>\n<\/tr>\n
            Add an Advanced Payment<\/strong><\/td>\nAn Advanced Payment invoice is created using the Advanced Payment invoice numbering, along with a journal entry: debit the Client and credit the Advanced Payments from Clients account. The Client’s balance is affected. The Activity Log records: The Advanced Payment invoice was created and linked to the contract.<\/td>\n<\/tr>\n
            Assign an Advanced Payment<\/strong><\/td>\nLinking only, with no new journal entries. The Activity Log records: The Advanced Payment invoice was linked.<\/td>\n<\/tr>\n
            Unlink<\/strong><\/td>\nRemoves the link only, and the action is recorded in the Activity Log.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

            Error Messages and Solutions<\/h2>\n\n\n\n\n\n\n\n\n
            Message That Appears<\/th>\nCause<\/th>\nSolution<\/th>\n<\/tr>\n
            You are not allowed to access this page<\/strong><\/td>\nAdvanced Payments are not enabled in Sales Settings, or you don’t have permission to add invoices.<\/td>\nEnable them or request the permission.<\/td>\n<\/tr>\n
            Invalid advance payment #(number), contract client id and currency code should be the same\u2026<\/strong><\/td>\nThe invoice belongs to a different Client or uses a different currency.<\/td>\nSelect an invoice for the same Client and currency.<\/td>\n<\/tr>\n
            \u2026advance payment invoice un settled amount should be greater than 0<\/strong><\/td>\nThe invoice has been fully used.<\/td>\nSelect an invoice that has a remaining balance.<\/td>\n<\/tr>\n
            Failed to link the Advanced Payment invoice<\/strong><\/td>\nThe link could not be created.<\/td>\nTry again.<\/td>\n<\/tr>\n
            Please select at least one item<\/strong><\/td>\nYou haven’t selected any invoice.<\/td>\nSelect an invoice.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

            Frequently Asked Questions<\/h2>\n

            What is the difference between adding an Advanced Payment and assigning an Advanced Payment?<\/h3>\n

            Adding creates a new Advanced Payment invoice, while assigning links an existing invoice to the contract.<\/p>\n

            Why doesn’t the Advanced Payment invoice appear in the assignment window?<\/h3>\n

            Because it belongs to a different Client, uses a different currency, has been fully used, or is already linked to the contract.<\/p>\n

            How is the Advanced Payment deducted from Payment Certificates?<\/h3>\n

            Automatically when you invoice the Payment Certificate, based on the recovery plan.<\/p>\n<\/div>\n","protected":false},"author":38,"featured_media":0,"template":"","categories":[15599,16736],"tags":[30191,17259,30195,30193,30194,30196,17261,30166,30192,30190],"class_list":["post-158161","tutorial","type-tutorial","status-publish","hentry","category-construction","category-contracts-construction","tag-add-advance-payment","tag-advance-payment-invoice","tag-advance-payment-invoice-linked","tag-advance-payments-for-construction-contracts","tag-assign-advance-payment","tag-link-advance-payment-invoice","tag-payment-certificates","tag-recovery-plan","tag-refund-advance-payment","tag-remove-invoice-from-contract"],"yoast_head":"\nAdding and Assigning Advanced Payments to Construction Contracts - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/add-assign-advanced-payments-construction-contracts\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding and Assigning Advanced Payments to Construction Contracts - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"An advanced payment for a Construction contract is an amount the client pays up front before the work is carried out. 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