How to link customer advance payments to sales orders¶
When a customer pays before you invoice, install Sale Advance Payment (tick it in Sales ‣ Configuration ‣ Settings). On the customer payment, choose the order in Sales Orders: the amount still due is proposed, and the order shows a Payments smart button and the Reconciled Payments Amount. When you post the invoice, add the outstanding payment to it to mark it paid.
Who |
An accountant (Invoicing access) records payments; a Sales administrator enables the feature. |
App |
Sales, Invoicing |
Before you start
Confirm the sales order. Quotations cannot be linked to payments.
Know how to record a customer payment.
How do I enable advance payments on sales orders?¶
Go to Sales ‣ Configuration ‣ Settings, tick Sale Advance Payment and save. The module
to_sale_order_advance is installed.
How do I link a payment to a sales order?¶
Go to Invoicing ‣ Customers ‣ Payments and click New.
Keep Customer as payment type, then choose one or more orders in Sales Orders. The Customer and the Amount still due on these orders are filled in; change the amount if the customer paid part of it.
![Customer payment with the Sales Orders field and the amount]()
Click Confirm.
On the sales order, the Payments smart button lists the linked payments and Reconciled Payments Amount shows how much has been paid. The quotations and orders list has a Reconciled Payment column. You can also link an already confirmed payment with the Add button next to Sales Orders.
How do I use the payment on the invoice?¶
On the sales order, click Create Invoice and confirm the invoice.
The invoice shows You have outstanding credits listed below for this customer. Under Outstanding credits, click Add next to the payment.
![Outstanding credits on a customer invoice with the Add link]()
The invoice becomes Paid (or Partially Paid). Click the i icon next to the payment line to see its details.
Common errors¶
Message or problem |
What to do |
|---|---|
The partner on payment ‘…’ and the sale order should be the same. |
The payment’s customer differs from the order’s invoice address. Choose the order again; the customer is filled in from it. |
The order is not proposed in Sales Orders. |
Only confirmed orders of that customer are proposed. Confirm the quotation first. |