Advance Configuration :

1. Go to the customer detail page.
2. Under the "Payment Terms" section, access the payment configuration based on truck category.
3. Here user can set customer payment percentage and customer Payment due days for advance, Customer On-Delivery, CPD(Customer Pay Driver), CPS (Customer Pay Supplier) and Customer balance amount as POD Balance.

Advance Creation :

Customer Advance can be created in both via indent to trip and from direct load.

Advance Eligible :

Once the trip is loaded and reaches the "Reported at Source" status, it becomes eligible for advance processing.

Process Advance :

Go to the Customer Advance tab under Accounts > Customer .

Here it displays trips that are need to process advance. In the Id column search the trip need to process advance.

After searched trip will filter based on search.

User can process customer advance by clicking the "Book" button located in the Action column.

After clicking the "Book" button, the Customer Advance module will appear. Here, users can update all payment-related data such as the date, remarks, account number, reference number, payment mode, and payment mode details.

Once all the required information is updated, click the "Submit" button.

After submitted trip will moved to Accounts > Customer > Payments tab.