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

• The customer order header must at least be in the Planned status, but not in the Delivered or Invoiced/Closed status.
• At least one order line or one charge line must exist so that the order total is greater than zero.
• If Confirm Deliveries check box is selected for the customer on the Order/Misc Customer Info or for the customer order in Customer Order/Delivery Information, the company must be set up to allow delivery confirmation with prepayment invoicing.
• The invoice can not be a collective invoice.
• If the customer order is Use Price Incl Tax check box is selected, on the Company/Distribution tab, the Base for Advance Invoicing field must be set to Gross Amount.
• Advance invoices cannot be created when Jinsui invoice creation method is used.
• Advance invoices cannot be created for orders with rental lines.

System Effects

• A new customer advance invoice will be created for the amount indicated in the dialog box, including or excluding the taxes. There will be an exception to the way this invoice is posted, since no revenues nor customer claim will be accounted for until the order is delivered and invoiced in the regular way.
• The status of the order will remain unchanged. 
• The Advance Invoice check box will be selected in the Customer Order/References tab. Also, the Advance Invoice check box will be selected in the resulting invoice.
• Customer order statistics will not be affected by the advance invoices.
• If the order is associated with a project, the ID of the project is posted to the advance invoice. The ID is also displayed in the Project ID field of the Customer Invoice/General tab.
• If several customer order lines exist with different tax codes, and an advance invoice is created for the full amount, the tax calculated for the advance invoice could be different from the actual tax amount in the customer order. To avoid this, the tax codes can be manually adjusted.
• In Company/Distribution tab if the Base for Advance Invoicing field is set to Gross Amount, by default the Apply Tax check box is not selected.
• the Invoice Net Amount field is enabled only if you use Net Amount as base for advance invoicing, and the Invoice Gross Amount field is enabled only if you use Gross Amount as base for advance invoicing.
• The tax codes tax percentage is not displayed for each tax code and only the corresponding amount is shown. Further these amounts are not allowed to modify in the Create Advance Payment Invoice window. They could be amended only in the preliminary invoice. (Before printing)