This option is only available for the following documents: Quotes, Pro formas, Purchase Orders and Sales Orders.
How to access:
- Access the Invoicing app
- Click on the section where the document is located.
- Select the document
- On the right side you will find a field to add "Payments to Account" .
In Holded we use the payment on an account when we have anticipated a payment of an order or budget that hasn't yet been invoiced. This payment or advance payment is automatically taken to the daily ledger. When we enter the order or quote, we'll see that it has not been converted into an invoice, but nevertheless, we will have a payment or charge assigned. When you convert the document into an invoice , it will be paid or charged automatically .