Customer advance Invoice

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Hi,

Is there any customer advance invoice functionality in ax 2012 r3?

Means, i have created sales order for a customer, Now i would like to raise Advance invoice to customer and after payment will dispatch the goods and final invoice.

Thanks

Sarfaraz

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Grzegorz Skrzypczyk 225 on at

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Crispin is correct.

But - a pro forma invoice will simply create a printed document. There will be no postings, no tax calculations. Is this what you are after?

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Andrew Xu 3,877 on at

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You can use sales order confirmation, and the benefit of using sales order confirmation is that everytime you post and print it, an confirmation journal will be created, so user can track it back and review the confirmation.

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Ludwig Reinhard Microsoft Employee on at

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Hi Sarfaraz,

The project module has such a functionality but it uses a completely different 'invoicing engine' than the one used for ordinary sales orders. Is the use of the module an option for you?

Best regards,

Ludwig

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Community Member on at

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Thanks Crispin,

But actually Proforma is only a print document . I need a proper invoice, against which customer needs to pay and settle with advance invoice.

some thing like that in my mind.

Regards,

sarfaraz

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Community Member on at

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Yes Grzegorz Skrzypczyk the main issue is that , i want a proper calculation and tracking.

Thanks

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Community Member on at

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Thanks Ludwig ,

then how the sales operations cater with advance payments in AX if there is no such functionality in AX for advance invoicing. I mean its a normal practice in market to sale product on advance .

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Ludwig Reinhard Microsoft Employee on at

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Hi Sarfaraz Khan,

The project module ships with on-account functionalities where you can send a customer a prepayment invoice get it paid and then deduct it from the next invoice in which you charge the shipped items. The 'disadvantage' here is that you would have to setup a completely new module and might see some process changes.

An alternative is creating a new sales order line with a service item denominated 'prepayment'. You can use this item to invoice the customer for that and can get your taxes, ... included on that invoice document. When you want to deduct the prepayment made later on, you need to create a second ('negative') sales order line for that service item to get it included in your invoice. This is only a workaround and includes some risks - for example - if people forget to setup and invoice the deduction of the prepayment. Maybe test is this is an option for you. If it does not work out, you might need to implement some more advanced stuff through customizations.

Best regards,

Ludwig

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Grzegorz Skrzypczyk 225 on at

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Sarfaraz,

which country are you implementing this in? There is definitely functionality like this available in the localisation for Poland and the Czech Republic.

Grzegorz

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Hi

Did you find solution?

Did you check prepayment or free text invoice?

Regards

Fahad

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