Create Advance Invoice

Want a customer to pay part of their invoice now and the rest later, create an advance invoice and a final invoice with this function.

Create Advance Invoice

When creating an invoice, there is a possibility to create and Advance invoice. 

If you want the customer to pay part now and the rest later, you can create an advance invoice and a final invoice with this function. Here is how it works:

1. When clicking on Create invoice from an order, the meeting room booker or a quote, the system will ask if you would like to create an advance invoice. 

2. Turn on the Advance Invoice toggle.

3. Enter the amount the customer should pay now (for example: 50). 

   

4. Click Convert.

Zapfloor will automatically create two draft invoices:

• The advance invoice with the amount you chose (e.g. 50)

• The final invoice with the rest of the amount to be paid

You can do this from any place where you convert an order, a meeting room booking or a quote into an invoice and from the customer itself while creating an invoice. 

Just like before, both invoices are drafts and need to be processed and sent.