Advance Invoice

The platform allows for the simplified configuration and generation of advance invoices. To this end, the platform includes a predefined product of the "advance" type. This ensures that advances can be applied automatically and uniformly, without the need for manual product configuration by users.

How to use it?

Access the Sales – Orders section and press the orange "Generate document" button in the "Actions" column of the respective order. Select the "Advance" option, at which point the invoice will open with a predefined line for the advance. Enter the desired amount.

Once the advance invoice is created, the system will indicate the invoiced value in the "Invoiced" column. When generating a new invoice for the same order, the system will alert you to the need to reverse the advance. If you proceed with generation, the system will automatically include all order products and reverse the advance.

The system has an alert that prevents invoicing a quantity larger than the one in the order. This ensures that issued invoices are always in compliance with approved orders, thus preventing accidental over-invoicing.

When you enter the quantity on the invoice being created, the system will automatically check if the entered quantity is in compliance with the original order.

If the entered quantity exceeds the ordered quantity, an alert will appear indicating this fact. The user must adjust the quantity according to the order or update the order before proceeding with the invoicing.

If it is necessary to invoice a larger quantity, return to the order and modify it to reflect the desired quantity. After the update, you can return and complete the invoice according to the new specifications.