Create Advance Payments
When you create a new invoice, the program checks whether the Subject has any open advance payments. If there are open advance payments linked to a Subject/Customer, PANTHEON will show a message.
The person responsible opens the menu Goods | Issue | POS | 3200 – POS retail.
At the top of the panel, the person responsible clicks the Operations button or uses the keyboard shortcut Ctrl+R and then chooses the option Line note as shown on the photo below.
The person responsible selects the option: Create advance payment.
The program will first ask for the Payment Method:
From the list of payment methods, the person responsible selects option 1 and confirms it by clicking the OK button.
After that, the advance payment report opens or is printed out automatically (depending on settings):
The document can be seen in the menu Goods | Issue | Prepayment.
When creating a POSX document for a customer who has open or partially open advance payments, the program will show the following IRIS message about the open Advance Payments when finishing the document:
The document should be linked with Advance Prepayment. The person responsible selects the first option which opens a form where an Advance Payment is selected and confirms it by clicking button Confirm.
An IRIS message appears with options to open a Negative Advance Payment or just Continue the process:
While finishing the POSX document, printouts of the document data about linked Advance Payments are shown as well as information about how much is still left for payment. An example is shown in the image below:
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HINT
In the Advance payment and Neg. advance payment fields, documents for Advance and Negative Advance are set.
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In Closure, Advance Payments are considered and amounts on POSX documents with linked Advance payments are lowered. The list is displayed in Closures overview.
The newly created document can be seen on the Documents Overview form.