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Wstone1
Aug 31, 2023 2:37 PM UTC
Question

Customer credit

Could anyone suggest the correct way to ask a customer for money on account? I don't want to invoice it straightaway and when we do invoice the costumer, obviously I would need to show their credits being allocated against the invoice

 

Thank you 🙂

1 reply

Ashleigh1
Aug 31, 2023 4:52 PM UTC

Hello Wstone1, thanks for posting on the Community page, so if you do not wish to send an invoiced you can send an estimate instead and if you send a deposit, you post the deposit to accounts receivable debtors and that will then put a credit on the account which you can then send them a copy of and then use that like a credit note once the estimate is converted to an invoice.

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