Home
Order to Cash Process
Manage all the activities related to the customer cycle: from the sales quotation to the receipt of payment.
Advance Invoice
In case you need to get paid before the delivery of a customer order, you need to use the advance invoice functionality in IFS Cloud.
Blocking a Customer Order for an Advance Invoice
In case you perform an advance invoice, you can block your Customer Order, to avoid any action on it before the payment.

Order to Cash Process
Manage all the activities related to the customer cycle: from the sales quotation to the receipt of payment.
- Sales Quotation
  The sales quotation is the first step to create external documents and send an offer to a customer.
- Customer Order
  You need to create a customer order: this process enables to group information and actions about your sales with your customer.
- Invoice
  After the delivery, you need to create an invoice for the customer. The invoice displays all the details about the product or service sold to the customer.
- Creating an Instant Invoice
- Credit Note
  The credit note is used to correct an error or change an element in an invoice already sent.
- Return Material Authorization
  Use this process when taking back defective products from the customers.
- Mixed Payment for Customer
  Once you receive a payment from a customer in your bank, you have to register it as a mixed payment in IFS Cloud.
- Creating a Customer Settlement
  If you have not matched your payment(s) with the corresponding invoice(s), through the process topics/t-MatchingMixedPaymentwithExistingTransactionsCustomer.html, you can do a settlement.
- Advance Invoice
  In case you need to get paid before the delivery of a customer order, you need to use the advance invoice functionality in IFS Cloud.
  - Creating an Advance Invoice
    You can create an advance invoice from your Customer Order.
  - Blocking a Customer Order for an Advance Invoice
    In case you perform an advance invoice, you can block your Customer Order, to avoid any action on it before the payment.
  - Unblocking your Customer Order
    Once the advance invoice is finalized, you can unblock your Customer Order.
- Creating a Settlement for an Advance Invoice
  You need to settle your mixed payment with your advance invoice.
- Managing Product Rentals
  The following processes explain how to manage short-term or long-term product rentals.
- Credit Management
- Statistics and Reporting

Blocking a Customer Order for an Advance Invoice

In case you perform an advance invoice, you can block your Customer Order, to avoid any action on it before the payment.

Do not release your Customer Order before the creation of the advance invoice. It is important that your customer order have the status Planned.

To block your customer order for an advance invoice, you need to configure your customer.

Go to Sales > Customer > Customer.
Select your Customer on the left side of the screen, then click Show more and select Sales.
On the page Sales, in the tab General, in the area Invoice, turn on the Advance Invoice Full Paid Check toggle.
You can go back to your customer order linked to your advance invoice.
After the creation of an advance invoice, your customer order will not be released but blocked when you will try to release it.

Once blocked, you will not be able to reserve the quantity.

If you want to unblock your customer order, perform Unblocking your Customer Order.