Client advances (on-account payments)

Client advances let you collect a deposit linked to a quote or sales order, issue an advance invoice, and apply it automatically on the final invoice (FIFO).

Flow

1. On quote or order, use Collect advance (amount, policy template, payment method).
2. An ADVANCE invoice is issued (VeriFactu F1 when enabled for the tenant).
3. When invoicing the operation, open advances are applied oldest-first (FIFO).
4. The settlement invoice shows deducted advances.

Policy templates

Under Company settings → Finance, edit templates with , , , . Text is snapshotted on each advance.

Cancellation

Use the cancellation assistant for full/partial refund or no refund. Credit notes are created when VeriFactu is on.

Listing

Finance → Client advances: KPIs, filters, CSV export.

Client portal

Shows advance payment pending when agreed amount is not fully collected. No online payment.