Create Customer Order Advance Invoice

Explanation

This activity is used to create invoices for advance payments connected to a customer order. This means that you can create an invoice before delivering any goods to the end customer.

The Advance Invoice tab in the Create Advance Payment Invoice dialog is used for entering data for creating the advance invoice and the Order Info tab is where you can see relevant information regarding order totals.

It is not possible to invoice more than 100% of the order total, in advance. The order total base amount is defined at the company level on the Company/Distribution tab, and its base amount is indicated in the Create Advance Payment Invoice dialog box. When entering a percentage or an accumulated amount, which represents more than the order total, the Create and Create and Print buttons will be unavailable.

The tax codes in the Tax Info table can be edited when the advance payment invoice is taxable.

Note: If there are rental lines on the customer order, it is not possible to create an advance invoice.

Prerequisites

System Effects

Window

Customer Order
Customer Orders

Related Window Descriptions

Customer Order
Customer Orders
Create Advance Payment Invoice

Procedure

  1. Select or query for the appropriate order.
  2. Right-click the order header and select Create Advance Invoice.
  3. Enter the amount in the Invoice Net Amount or in the Invoice Gross Amount field. Invoice Net Amount field is enabled only if you use Net Amount as the base for advance invoicing, and the Invoice Gross Amount field is enabled only if Gross Amount is used as the base  for advance invoicing. The percentage that this amount represents based on the order amount, will be calculated automatically.
    Another option is to enter a percentage instead. Enter the percentage you want in the Percentage field. The amount will be calculated automatically.
  4. If you want, you can add or modify the text that will be printed on the advance invoice in the Invoice Text field.
  5. Under Payment Info, modify the payment date and terms if required.
  6. If you want to analyze the order amounts that have been previously invoiced in advance, order net amounts, charges, and gross amounts, go to the Order Info tab.
  7. To create the invoice, click Create.
  8. If you want to create and print the invoice directly, click Create and Print.
  9. Otherwise, click Cancel to close the window.