Please can you help me out? Some of my customers pay money up front so they are in credit, and then I have to deduct from that, the invoices when created. Where on the system can this be done automatically? Also some roundup the invoices and obviously the computer doesn't allow you to do this.
Many thanks, John.

Hi John,

When you receive an up-front payment from your customer create a Money
Received transaction in Solar Accounts with the Type set to 'Advance
Payment'. Later when you create an invoice for that customer Solar
Accounts will ask if you want to allocate the advance payment to that
invoice - just click Yes.

I'm not sure what you mean by 'some roundup the invoices'. Can you please
elaborate?

Hi John,

Ah I understand now. In that case would your customer expect you to
allocate the £1.50 credit to the next invoice, or do they just write it off?

I think they just write it off.

Hi John,

OK then I would create another invoice for £1.50 and then when you record
the invoice payment you can allocate the payment to both the main invoice
and the 'little bit extra' invoice by ticking both invoices in the table.

Thanks Mark your a star. I’ve just sorted out the advance payment bit.
Keep safe, John

No problem - hope you are keeping well.