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Prepayments for the Accounts receivable module and the possibility to create a prescription, additionally post VAT and print tax document

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Posted on by 20

Hi all,

We have companies from Bulgaria, Romania, Slovenia, and Slovakia, and I have questions regarding the standard prepayments functionality for the Accounts receivable module. Do you have any idea if there is some possibility to:

  • Create and print a prescription from the ERP for a prepayment, which I can send to a customer ("customer, pay me this amount, because...") and log this prescription in the system.
  • Post VAT (tax) additionally for a before-posted prepayment. We need to post a received prepayment in a bank statement without VAT, and after that the responsible user (accountant) posts VATs manually only for needed prepayments.
  • Print and send Tax documents for posted VAT of prepayments (see the previous point). After posting VAT for a prepayment, an accountant needs to send the Tax document to a customer (before the final Sales invoice), which informs the customer about the received prepayment and that they can post VAT on that.

Thank you for your answers, and have a wonderful day

Dmitrij

  • Dimi Vagner Profile Picture
    Dimi Vagner 20 on at
    RE: Prepayments for the Accounts receivable module and the possibility to create a prescription, additionally post VAT and print tax document

    Hi Hana Xue,

    Thank you for your answer. It seems to me your explanation is only for Russia (see the picture below). However, as I mentioned above, we need a solution for Bulgaria, Romania, Slovenia, and Slovakia.

    pastedimage1683617327802v1.png

    Have a lovely day

    Dmitrij

  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    RE: Prepayments for the Accounts receivable module and the possibility to create a prescription, additionally post VAT and print tax document

    Hi Dmitrij,

    The functionality for processing prepayments from customers lets you perform the following actions:

    • Set up separate ledger accounts to post prepayments.
    • Calculate VAT amount on prepayments.
    • Print factures for prepayments.
    • Include factures that were issued for prepayments in the sales book.
    • Automatically create a transaction for the reversal VAT amount from prepayments for settled payments and invoices, and include factures for prepayments in the purchase book.

    You can go to Accounts receivable > Payments > Customer payment journal. Set the Sales tax on prepayment journal voucher option to Yes.

    And more explanation about the prepayment is in the link below, you can check as needed, pay attention to the screenshot part.

    Prepayments management - Finance | Dynamics 365 | Microsoft Learn

    pastedimage1683171372689v1.pngpastedimage1683171380735v2.png

    Best Regards,

    Hana

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