General data in Received advance payment
General data is moved to the right window border. You can show or hide them by clicking the arrow shown below.
The General panel consists of 4 parts, divided by a dotted line.
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Expected delivery
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This is the estimated date of delivery, which has to be written on an advance payment document in accordance with Article 79 of Rules from the Value Added Tax Act. This date has no effect on tax records.
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Date
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The date when the amount is included in tax records.
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Reference
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If you want the customer to refer to a specific reference, manually enter an invoice reference.
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Department
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Select the department. This way, the income will be assigned to a certain department within the company. If a department is already selected in the document type, that data will be used, but can also be manually changed.
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Recipient
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This is an additional subject, by default the same as the first party, automatically filled in by the program. You can change this data and use in combination with the 'Payer'.
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Prepayment
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In the 'Preliminary invoice/Document 1' field, you can enter the number and the date of the linked document. The name of this field can be changed in PANTHEON with licenses LT, LX, SE, ME and MF.
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Prepayment
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The mode of entry is the same as for linked document 1. For example, this data is intended for the number and date of another document, received from the customer. The name of this field can be changed in PANTHEON with licenses LT, LX, SE, ME and MF.
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Responsible person
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The program offers the user as the responsible person, but you can also change that.
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Clerk
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The program will offer to fill in the field with the user logged in. The clerk cannot be changed!
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Under the Connected tab, you can find linked documents.
