(HUN) Create a customer advance invoice for a free text invoice

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

The advance invoice is a document created for a customer that states the amount to be prepaid on a sales order. Usually, the prepayment must be made before the order is processed. The advance invoice is not an accounting or tax document.

You can create an advance invoice for a free text invoice or reassign an existing advance invoice to a free text invoice as long as no prepayments are linked to the advance invoice.

  1. Click Accounts receivable > Common > Advance invoices > All advance invoices. To open an existing advance invoice, double-click the advance invoice. To create a new advance invoice, on the Action pane, on the Advance invoice tab, click Advance invoice

    On the Action pane, in the Related information group, click Free text invoice in the Advance invoice form to open the Select free text invoice for advance invoice form where you can link the free text invoice to the advance invoice. You must create the advance invoice and the free text invoice independently.

  2. Click Post to post the advance invoice.

  3. On the Action pane, in the Actions group, click Status to open the Change the status of an advance invoice form, and then select the status of the advance invoice in the New status field.

    Note

    You can change the status of the advance invoice at any time. However, you cannot process closed advance invoices in transactions.

VAT on advance invoices

According to Czech legislation, companies must record VAT on prepayments from customers even though the sale has not been completed. You can add a line containing VAT specifications, taken from sales order lines, to an advance invoice for posting VAT from a prepayment.

Note

The VAT specifications are copied to the advance invoice lines only if the Type of tax field in the Sales tax codes form is set to Standard VAT or Reduced VAT. If the Type of tax field contains a different value, then the line is copied to the advance invoice as if it contains a zero VAT amount.