Advance payments – Link an advance payment to an invoice
Clicking on the Wizards button gives you the option to link an advance payment with an issued invoice.
Upon clicking on Advance payments, a window opens with all open advance payments. It has the list with columns and some data in the footer.
In this window, you can find all still open advance payments and a list of advance payments linked to an issued invoice. In the panel for selecting and linking advance payments with an invoice, only those advance payments are shown that are created in the same currency as the received invoice that you are making and that were created before the date of the issued invoice.
1. List of advance payments with columns
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Select
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Check the field if you want to link a document for a received advance payment with an issued invoice. You can select one or more advance payments. If the value of the advance payment document is higher than the value of the issued invoice, the program will only link a corresponding part of the value and tax with the received invoice, while the rest of the value will be offered for linking the following issued invoice.
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Document
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Internal number of the received advance payment document which is:
- not yet linked (partly or wholly) with received invoices (if the 'Select' field is not checked);
- partly or wholly linked to the currently selected received invoice (if the 'Select' field is checked).
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Document 1
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The number of the first link document on the received advance payment document. For example, it can be the preliminary invoice number etc.
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Document 2
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The number of the second link document on the received advance payment document.
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Use Doc1/Doc2
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If you select this checkbox, the document will be written on the issued invoice.
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Use VAT date for doc.1
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If you select this checkbox, the date will be written on the issued invoice.
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Date
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Document date for received advance payment.
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Paid
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The amount of the issued advance payment document, not yet linked to issued invoices. So, this can be the whole value of the advance payment document or only the remaining value.
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Paid VAT
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VAT value from the issued advance payment document, not yet linked to an issued invoice.
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Selected
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The value of the issued prepayment, selected for linking with the issued invoice. This can be lower or higher of the given advance payment value. It will be lower when the remaining unpaid value of the issued invoice is lower than the received advance payment value. The value can also be manually corrected; in this case, the value of the imputed VAT in the next field will be recalculated.
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Tax base
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The base on which VAT is calculated.
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VAT
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VAT value selected for linking with the issued invoice. It can be lower or the same as the received advance payment value. This value can also be manually entered, but in this case, the value in the previous field is NOT refreshed.
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Advance payment amount
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The value of an open advance payment.
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Currency
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Primary currency.
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2. Footer of the advance payments list
In the lower part of the window, there are the total value and the Confirmation button.
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VAT
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Total VAT value of (advance) payments made by the customer.
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Payment
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The total value of (advance) payments made by the customer.
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Confirmation
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After having selected the advance payment document to link and clicking on the Confirmation button, the program checks any potentially open advance payments for this subjects and opens an IRIS message. |
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Warning
If the document type for a negative advance payment is not set in PANTHEON in Document types Advance payment, the program will issue a pop-up information message: Set the document type. In this case, you have to first set the document type for a negative advance payment. The settings are in PANTHEON in the Document types register in the Goods | Advanced Data tab.
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