{"id":147912,"date":"2026-09-28T07:48:07","date_gmt":"2026-09-28T07:48:07","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&p=147912"},"modified":"2026-10-13T08:01:32","modified_gmt":"2026-10-13T08:01:32","slug":"guide-to-recording-an-advance-payment-and-linking-it-to-a-contract","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/guide-to-recording-an-advance-payment-and-linking-it-to-a-contract\/","title":{"rendered":"Guide to Recording an Advance Payment and Linking It to a Contract"},"content":{"rendered":"

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The system allows you to record an advance payment from a client and link it to a construction contract, to track and settle it later via payment certificates. In this article, we explain three ways to record an advance payment and link it to a contract, depending on the stage you’re at.<\/p>\n

[\/vc_column_text][vc_custom_heading text=”Steps to Recording an Advance Payment and Linking It to a Contract” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1790582436614{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”First: Creating an Advance Payment While Creating the Contract” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:1.8″ use_theme_fonts=”yes”][vc_column_text]<\/p>\n

Step 1: Open the Contract Creation Form<\/strong><\/p>\n

From within the project, click the “Add” button at the top of the screen, then select “Contract,” and fill in the contract’s data.<\/p>\n

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Step 2: Selecting an Existing Advance Payment, or Creating a New One<\/strong><\/p>\n

In the “Advance Payment Invoice” field, select an existing advance payment invoice from the dropdown, or click the “New Advance Payment” button to create a new one. The list only displays advance payment invoices whose: unsettled balance is greater than zero, client and currency match the contract’s, and that aren’t already linked to the same contract.<\/p>\n

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Step 3: Filling In the New Invoice’s Data (If “New Advance Payment” Is Selected)<\/strong><\/p>\n

When clicking “New Advance Payment,” the advance payment invoice creation screen opens in a separate tab, with the client and currency automatically filled in from the contract’s data (disabled for editing). Fill in the rest of the invoice’s data, then save it.<\/p>\n

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Step 4: Automatic Return to the Contract Form<\/strong><\/p>\n

After saving the invoice, you’re automatically redirected to the contract creation form, with all previously entered data retained, and the new advance payment automatically selected in the “Advance Payment Invoice” field.<\/p>\n

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Step 5: Specifying the Advance Payment Amount<\/strong><\/p>\n

Next to the “Advance Payment” field, enter the “Advance Payment Amount” (required) manually, and select its type from the adjacent dropdown: “Amount” or “Percentage.”<\/p>\n

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Notes<\/strong><\/p>\n