Orders & operations

Advance, balance & outstanding payments

Keep the schedule, receipts and remaining amount consistent.

Where to go

Order → payment schedule / Payments

Step by step

Review the accepted payment terms and currency on the order.
Check advance/balance amounts and due dates rather than assuming full payment is due immediately.
Record each actual receipt against the correct linked record.
Reconcile the remaining balance and history after a partial payment.

Demo example

Demo: order100, advance30, receipt30 → remaining70 in the same currency.

Does an advance receipt close the full balance?

Only the actual received amount reduces the outstanding balance; reconcile the remaining amount separately.

Reviewed 10 October 2026 · CRM 0.53.1