Advance payments in POS
The Advance payments feature in Wizards in issued POS invoices enables you to link an advance invoice to an 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 value bar (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.
The window can be divided into two parts:
- List of advance payments with columns
- Footer of the advance payments list
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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) to 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 check 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 check 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 advance payment, selected for linking to 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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VAT base
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The base used for VAT calculation.
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VAT
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VAT value selected for linking to 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, you can find 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 be linked to the issued invoice and clicking on the Confirmation button, the program checks any potentially open advance payments for these subjects and displays an IRIS message: IRIS 5781 – Finished creating negative advance payment invoices.
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In the overview of the linked documents in the POS invoice window, you can see these documents and double-click the document number to open them.
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WARNING
If the document type for a negative advance payment is not set in PANTHEON in Document type for Advance payment, the program displays a pop-up information message: Set the document type. In this case, you first have to set the document type for a negative advance payment. The settings can be changed in PANTHEON in the Document types register in the tab Goods | Receiving | Goods | Advanced Data.
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