How to Add and Adjust Advance Amount

Feature Overview

This feature allows you to record advance payments received from a customer directly on the invoice. It automatically adjusts the balance amount to reflect the remaining dues. However, this field is not applicable for "Cash Sale" bills.

Key Benefits

• Streamlined management of advance payments.

• Clear and accurate billing for customers.

• Reduced manual calculations and errors

Steps to Add Advance Amount on an Invoice

1. Create an Invoice:

   • Open the myBillBook app or web platform.

   • Navigate to the "Sales" section and click on Create Invoice.

2. Add Party and Items:

   • Select or create the party (customer) name for whom the invoice is being created.

   • Add the required items/products to the invoice with their respective quantities and prices.

3. Enter Advance Amount:

   • Tap on “+ Amount Received” at the bottom of the invoice screen.

   • Enter the advance amount received from the customer.

   • The system will automatically adjust the balance amount on the invoice.

4. Complete the Invoice:

   • Review the invoice details, ensuring the balance amount is correct.

   • Save or print the invoice as needed.

Note: The "Amount Received" field is unavailable for invoices categorized as "Cash Sale."

Watch how to add advance amount on an invoice

FAQs on how to add advance amount on an invoice