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Apply Pricing and Customer Advances

Pricing​

Line prices can resolve automatically once your administrator sets up pricing under the Pricing menu:

  • Price lists, with effective dates
  • Customer groups
  • Promotions

Changing the customer, quantity, or date on an order or invoice can refresh the suggested unit price through this same pricing engine. Use the price list comparison report to check how lists differ before assigning one to a customer group.

An invoice-level discount, separate from any line-level pricing, reduces the gross total to net before tax is calculated.

Customer advances​

A customer advance is a prepayment held against a customer and applied to a future invoice — recorded the same way as a payment voucher, flagged as an advance.

To apply one:

  1. On a sale invoice, check the customer's available advance balance.
  2. Apply the amount you want against this invoice — up to what's available.
  3. It reduces what's still owed on the bill, the same way a supplier advance reduces a purchase invoice.

Next step​

Process a sale return

Handle a customer return and choose how to settle it.