(CZE) Create a customer advance invoice for a free text invoice [AX 2012]

Updated: October 17, 2012

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

An advance invoice is a document that you can create for a customer. The advance invoice states the amount that must be prepaid on a sales order. Usually, the prepayment must be made before the order is processed. The advance invoice is not an accounting document or a tax document, but is used only as the basis for prepayments.

You can create an advance invoice for a free text invoice. You can also reassign an existing advance invoice to a free text invoice, provided that 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.

  2. On the Action Pane, in the Related information group, click Free text invoice 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 separately.

  3. Click Post to post the advance invoice.

  4. On the Action Pane, in the Actions group, click Status to open the Change the status of an advance invoice form. Then, in the New status field, select the status of the advance invoice.


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

According to Czech legislation, companies must record value-added tax (VAT) on prepayments from customers, even though the sale has not been completed. You can add a line that contains VAT specifications to an advance invoice, so that you can post VAT from a prepayment. The VAT specifications are taken from sales order lines.


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 is set to another value, the line is copied to the advance invoice as if the VAT amount is 0 (zero).

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