Step 1: Open an invoice or add manual invoice in the inbox section

Step 2: Select the party ledger to activate the set-off section

(manual invoice)

(uploaded invoice)

Step 3: In the set off section, click on the against reference icon.

(manual invoice)

(uploaded invoice)

A pop up with advance payments created before the invoice date will show up.

Step 4: Select the relevant advance entry from the list to set off against the current invoice.

Step 5: Enter the amount to be set off. The rest of the amount will be recorded as new reference.

(manual invoice)

(uploaded invoice)

Step 6: You can now save the changes to save the reference. OR fill rest of the details and push the entry to review or Tally

How to set off advance payments against invoices in sales module?