Help Center

How to take advance from customer through card while clearing the pending invoice

Step 1 : Login to your AltheaSuite account.

Step 2: Go to Sales > Receive Payments.

Step 3: Click New.

Step 4: Select the Customer from whom you want to collect the payment.

Step 5: All the pending invoices of selected customer will be listed. Select the invoices against which you are receiving the payment.

Step 6: Select the payment mode Card and enter the AmountYou can also enter Card Holder Name, Bank Name and Approval Number but these are optional fields.

Step 7: As the entered Amount is greater than Pending Amount, you will see a Returnable Balance.

Step 8: If you want to save the excess amount as Customer Advance, mark the checkbox Save Returnable Amount as Customer Advance. Click on Create.

** If you check the Customer Ledger, you will see the transaction for advance received.

Was this article helpful?
0 out of 5 stars
5 Stars 0%
4 Stars 0%
3 Stars 0%
2 Stars 0%
1 Stars 0%
How can we improve this article?
How Can We Improve This Article?
Previous How to receive payments against unpaid invoice
Next How to change the Receive Payment Document Number, Date and Time