AR Advances

With AR advances, you can accept advance payments before creating an invoice. Just send your customers an email with a Pay Now button to complete the payment using any of the traditional payment rails.

Note: When sending the email, if you leave the amount equal to zero, the customer can enter the amount of their selection. But, if you type a specific amount, your customer will not be able to change it.

Keep in mind that you will have to manually apply advances against invoices after invoices are created.

To send a request for an AR advance payment, follow these steps:

Additional Resources: Enabling AR Advances

Please refer to Enable AR Advances for more information. Take into account that if you do not enable AR Advances in Sage Intacct, you will not be able to apply them to any payments.

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