How to Register Client Payment Without Invoice?

Hello everyone,

I have a common business case where a client pays in advance (e.g., 400 $) without an invoice yet.

:small_blue_diamond: I would like to know:
– Is it possible to register this payment in Dolibarr without creating a sales invoice first?
– Can I later use this payment to settle a future invoice?
– What is the best practice for this in Dolibarr (bank module, third party, or another feature)?

Thank you in advance for your help!

You might want to look into the “Down payment invoice” portion of your customer invoice screen.

Billing|Payment>Customer invoice

You would choose your customer and instead of creating a “Standard invoice” you would create a “Down payment invoice”

The system should keep track of your customer’s credit balance that can be applied to the future order.

While I haven’t tried doing this myself, it should accomplish what you are asking.

Hope this helps.

Frank