If you receive an advance or have credits you want to apply to your invoice you need to enter the amount in the Income & Expenses window as income before you print the invoice. Advances cannot be done in SPLIT transactions. The invoicing function will not find them if they're in a split entry.
Display the Income & Expenses window as outlined in About Income and Expenses.
Enter the ProNumber.
From the Type pulldown list choose Income.
Enter the Amount of the advance or credit.
From the Payment Account pulldown list choose the account the money was deposited into.
From the Charge to Account pulldown list choose
DRIVERS: choose Driver Advance for
advances from your company.
COMPANIES: for advances receive
on an Invoice choose
Advanced.
Note: You MUST add the Advanced account to your Charge To Accounts. This is a special account name used specifically to handle advances received on invoices. Do not use this account for anything else.
When printing an invoice and creating a receivable The Truckers Helper looks for any income against the ProNumber and shows the income as "Advances/Credits" on the invoice. The amount imported to the Accounts Receivable and shown on the invoice as due is the invoice total minus the Credit.
Note: If you have a driver who receives a shippers advance you MUST create two entries. See Driver Advances Expense for information on entering this type of advance. See also Payroll and Transaction Help for specific information on entering Driver Advances.