{"id":8528,"date":"2024-04-09T09:25:23","date_gmt":"2024-04-09T06:25:23","guid":{"rendered":"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/creating-an-advance-invoice\/"},"modified":"2024-04-09T09:25:23","modified_gmt":"2024-04-09T06:25:23","slug":"creating-an-advance-invoice","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.fi\/fi\/en\/kayttoohjeet\/creating-an-advance-invoice\/","title":{"rendered":"Creating an Advance Invoice"},"content":{"rendered":"\n
This guide explains how to create advance invoices in SimplBooks<\/strong>.<\/p>\n\n\n\n

An advance invoice is an invoice requesting payment before a product or service is delivered. An advance invoice is not the same as a sales invoice; instructions for creating a sales invoice can be found here<\/a>.<\/p>\n\n\n\n

Using advance invoices is not mandatory. An advance invoice can be created for, for example, 50% of the sale price. Once paid and the product delivered, a sales invoice is generated from the advance invoice for the remaining balance.<\/p>\n\n\n\n<\/div><\/div>\n\n\n\n

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Quick guide<\/strong>:<\/h4>\n\n\n\n
  1. Create an advance invoice under Actions > Advance Invoices > New advance invoice.<\/li>
  2. Enter the full sale details on the invoice and set the advance payment percentage.<\/li>
  3. Save and send the advance invoice to the customer.<\/li>
  4. When payment arrives, mark the advance invoice as paid or match it to a bank transaction.<\/li>
  5. Create a sales invoice from the advance invoice using the right-hand menu: Actions > Create sales invoice from advance invoice.<\/li><\/ol>\n\n\n\n<\/div><\/div>\n\n\n\n
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    DETAILED GUIDE<\/strong><\/h4>\n\n\n\n
    Advance invoices are created under Actions > Advance Invoices > New advance invoice.<\/p>\n\n\n\n
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    The system generates the advance invoice number in the same way as a sales invoice number by default, but adds “-E” at the end of the advance invoice number.<\/p>\n\n\n\n

    An advance invoice is otherwise similar to a sales invoice, but you specify an advance payment percentage (50% by default). The advance invoice is created for the full sale amount, and the advance payment percentage determines how much is paid in advance.<\/p>\n\n\n\n

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    More detailed instructions on, for example, additional invoice details, products, and VAT categories can be found in the sales invoice guide<\/a>.<\/p>\n\n\n\n

    Once the advance invoice is ready, save it from the bottom of the page. You can then send the invoice to the customer by clicking “Send” on the right. The Send button is marked as a favourite by default, but if it is not directly visible, it can be found under Actions on the right.<\/p>\n\n\n\n

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    MARKING AN ADVANCE INVOICE AS PAID<\/strong><\/h4>\n\n\n\n

    Open the desired advance invoice under Actions > Advance Invoices.<\/p>\n\n\n\n

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    Select “Mark as paid” on the right.<\/p>\n\n\n\n

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    When the advance invoice is marked as paid, the system creates two automatic accounting entries<\/a> (postings).<\/p>\n\n\n\n

    For the advance invoice:<\/p>\n\n\n\n