Advances

Advances

In this maintenance, you can enter the amounts received as advances from customers. These payments can be used in any process, in the order stage as well as the shipping stage.

Moreover, you can follow up on Advance Payment usage through a history log that shows the process(es) to which they are attached, in which stage (order/shipping), the amounts used, the available balance, etc.

Procedures

To add a customer's advanced payments:

1. To add, select the Registers, then Import/Customers.

 In the Customer maintenance window, Related Features, select the Advances option. The addition screen is displayed.

2. Fill out fields according to help instructions.
3. For installments maintenance, use the following options in related features:

Option

What it does

Add

To add a new advance installment.

Edit

Use it to edit installment advance data.

Delete

Use it to delete an installment advance.

View

Displays details of the installment of advance.

History

Queries the traceability of the advance in processes and/or shipments.
4. Confirm data to save it.