How to Record an Advance Payment?

If you receive a payment from a customer before issuing the invoice (an advance payment), you can easily record it in Wafeq and later apply it to the invoice once it's issued.

Steps to Record an Advance Payment from a Customer

1. Click on "Sales" from the main menu.

2. Go to "Customer Payments", click the arrow next to "Record Payment", and select "Invoice Payment / Advance Payment" from the dropdown.

3. In the transaction type, choose "Advance Payment".

4. Enter the payment details:

   • Amount.

   • Bank account where the payment was received.

   • Date.

   • Any relevant notes.

5. Click "Save".

When You Issue the Invoice Later

1. Create the invoice as usual.

2. Click "Pay with Credit Note".

3. Select the amount you want to apply from the advance payment.

For more details on advance payments, refer to the guide:
How to Record an Advance Payment for a Customer