Creating an Advance Invoice
IMPORTANT: The following features are only available in the Basic and Pro plans:
Creating drafts
Creating invoices by copying
Proforma invoices
Advance payment invoices
Final invoices
Foreign currency billing (handling 37 currencies)
Automatic handling of MNB central exchange rates
Issuing invoices in multiple languages (EN, DE, FR, HR, IT, RO, SK, HU)
Handling discounts on issued invoices
Creating an Advance Invoice
To create an advance invoice, navigate to Invoice List/ Tax invoice and click the "New document" button. Select "Advance invoice" under Type.
An advance invoice must be issued immediately upon receipt of the payment. Therefore, the Fulfillment Date, the Date of Issue, and the Payment Deadline must all be the same on the advance invoice.
Entering item details: You can provide the data for the product in two ways:
Write everything in the Item Name field (e.g., "Advance for shoes").
Write the word "Advance" in the item name field and specify the actual product in the Comment field.
After filling in the details, click the "Create Document" button.
Creating a Final Invoice based on an Advance Invoice
Once the fulfillment occurs and you want to issue the final invoice, find the advance invoice in your list.
In the Actions menu, select the "Finalize advance" option.
You will be redirected to the "Issue New Document" page, where the following data will be automatically pre-filled based on the advance invoice:
Partner name and details.
Document pad (Invoice pad).
Currency.
The system automatically includes the serial number of the advance invoice in the item comment for the final invoice.
Verify the data, add any remaining balance items, and click "Create Document".
