Creating an Advance Invoice

You can create an advance invoice from your Customer Order.

Your Customer Order needs to be in status Planned.
  1. Go to Sales > Order > Customer Order and choose your Customer Order or create a new customer order through the process Creating a Customer Order.
  2. In the header, click Invoice > Create Advance Invoice.


    A pane appears.
  3. In this pane, you need to enter:
    1. The amount of your advance invoice, in the area Advance Invoice, choose to fill the field Invoice Net Amount or the field Invoice Net %. According to your choice, the other field should fill automatically .
    2. The descriptive text to add on the advance invoice. It can be structured on several lines in the field Invoice Text .
    3. In the box Tax Setup, to specify if a tax must be applied, turn on or turn off the Apply Tax toggle .
      • If you turn on the Apply Tax toggle, specify which tax code is applied, to take into account your local legislation .
    4. The payment conditions: Payment Term Base Data, Payment Terms and Due Date .


  4. Then you can either:
    1. Create Invoice: the invoice is on Preliminary status and you will have to do manually the process to print it in order to post it. You will be able to print a work copy to preview it before the final posting.
    2. Create and Print Invoice: the invoice is directly in status Posted Auth, you will be able to reprint it but not preview it before the final posting.


    Your invoice is created.
  5. To see your invoice information from your customer order, click Invoice > Invoice Info.
    The page Customer Invoice Lines opens.
  6. From the Customer Invoice Lines page you can see your Customer Invoice: select your line, click the three dots and click Customer Invoice.


    Note:
    Once your customer has paid for the advance invoice, it has the status PaidPosted. This advance invoice will be taken into account for future invoices for this Customer Order, with a specific mention of this prepayment.

    When an invoice will has the Posted Auth status, then it will update the remaining amount to pay.