Setting Up a Non-Tax Advance Payment Document

navigate to the Sales – Issued Invoices menu,

to add an issued invoice, click the New button,

fill in the details in the upper part of the form called Header,

on the Main tab, select the value ADVANCE: Advance payment – not a tax document! in the Invoice Type field, and enter the invoice issue date in the Issued field,

on the Customer tab, fill in or select the customer name in the Company field using the magnifying glass icon — this is the customer for whom the invoice will be issued,

on the remaining tabs, fill in any other required fields,

you can now add a price to the invoice — in the lower part of the form, under Items, click the arrow next to the Add button,

depending on your needs, select Item or Item for Posting — choose from the price list or fill in the item details, then save the item,

save the document by clicking Save and Close.