Generate an invoice after a sales order with advance payment

If you have not yet generated the invoice of the sales order that needs to be paid in advance in the actual sales order, you can do so in the sales order view.

With advance payment the invoices are not collected together even if this is what you have set up. Because of the chance of correction invoices, Profit needs to be able to compare the invoice on a on-to-one basis with the order.

Change or delete an invoice

An invoice for advance payment is final. The only thing that you can still do is add text lines to it. After you have generated the invoice, you can still make limited changes to the sales order with advance payment and this can result in a correction invoice.
You can only delete an invoice it it has not yet been journalised. You can then generate a new invoice from the (changed) sales order.
If you have already journalised, you can only create a credit invoice.

Serial numbers and lots are not copied from the sales order to the invoice. Since there is still no packing slip, it is not known which serial numbers/lots are going to be used. With advance payment, you can add serial numbers/lots to both the invoice and the packing slip.

To generate a single invoice with advance payment manually:

1. Go to: Order Management / Sales process / Sales order.
2. Select the sales order.
3. Click on the action: Create invoice.
4. Click on: Yes to answer the question.

   You now see the invoice.

5. Supply the invoice to the sales contact.
6. Generate the packing slip as soon as you have received the payment.

To generate multiple invoices, including advance payment orders:

1. Go to: Order Management / Sales process / Invoice.
2. Click on the action: Generate invoice.
3. Deselect the Include packing slips check box if you only want to generate invoices for the orders with advance payment.
4. Select the Include orders check box.
5. Complete the generation and supplying of invoices.
6. Generate the packing slip as soon as you have received the payment.