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How to issue an advance invoice and assign it to the existing invoice?
How to issue an advance invoice and assign it to the existing invoice?
Updated over 4 months ago

Issuing of advance invoice

An advance invoice is a document that is created in order to record the payment that was made before the service was performed. There are three ways in which an advance invoice can be made:

  1. Advance invoices can be created manually, through a new invoice, and then by changing the document type to Advance invoice. Advance invoices created in this way can only be used in manually created accounts.

2. Advance invoices can be created from the reservation window through the Invoice button

and then by changing the type of document to advance invoice, after which the advance invoice is confirmed and fiscalized.

3. Advance invoices can be created through the Payments option, where after entering the payment method, date and amount, it is necessary to check Create advance

After confirming the entire reservation, an Advance invoice will be automatically opened, ready for fiscalization. If the amount in the previous step was entered in EUR, before fiscalization, that amount can be corrected according to the payment in RSD.

Korišćenje avansa

The use of advance invoices is now done through the Payment method option in the following way:

If an advance is made from a reservation, then it will already be offered in the payment method

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If the advance invoice was made manually, it can be added through payment method, by selecting the payment method Advance, and then selecting the advance itself from the drop-down menu. Manually created advances can only be redeemed in a manually created account.

When using advance invoices, we recognize three ways, depending on the amount:

  1. The amount of the advance payment is the same as the amount of the invoice. This is the simplest situation. When charging the bill, a full refund of the advance payment will be made at the same time.

  2. The amount of the advance invoice is greater than the amount of the invoice. When charging such an account, the advance payment will be refunded only up to the amount of the invoice, while the rest of the advance payment will be available for further use.

  3. The amount of the advance payment is less than the amount of the invoice. In this case, it is enough to add a new payment method and combine it with an advance payment up to the full amount of the bill. The advance will be refunded in its full amount, while the account will be fiscalized in its amount

Apart from these cases, it is also possible to combine several advance invoices in one account. This option is only possible if advance invoices are made on the same reservation. In this case, both advances will be refunded through one fiscal document.

If there is a need to cancel the unused part of the advance, in order to return the money to the client, it is possible, by finding that advance

Then, in the advance itself, Actions - Stornl Invoice is selected, where you will be asked if you want to cancel (storn) the advance

After this Storn Advance is created, just click on the fiscal button to fiscalise it.

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