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Advance Invoice in Poland Localisation

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Posted on by ZR-17051838-0

So I'm trying to use Advance Invoice functionality in Poland localisation but the settlement part is not clear. Couldn't find it in any blog as well.

Below are the steps that I followed already:

- Created a Sales order
- Created an advance invoice with a certain percentage
- Posted a vendor invoice
- Created a payment journal with the advance invoice payment proposal functionality
- Linked the payment line with the advance invoice
- Posted the payment journal

Now, my advance invoice is linked to the prepayment journal that I posted but the balance on Advance invoice is still there. When I'm trying to mark my prepayment journal voucher and advance invoice against each, I'm getting the following error:

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Hana Xue Microsoft Employee on at

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Hi,
You can view this document to set up the Polish advance invoice function. Other than that, there is no official documentation more detailed than this for your reference.
Advance invoices for Eastern Europe - Finance | Dynamics 365 | Microsoft Learn
Best Regards,
Hana

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Bharath jain 1,567 Super User 2026 Season 1 on at

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Hi,

we are using the same process for advance invoice.

You have followed the right steps, let me explain when it gets settled.

When advance invoice and payment for invoice that is posted, both will remain open. while posting sales invoice, mark the advance invoice, that is when advance invoice gets settled.

Advance invoice will be auto reversed when it is selected during sales invoice and now your balance will be on advance payment which you can settle against sales invoice.

Regards,

Bharath Jain.

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