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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Customer Advance Invoi...
Finance | Project Operations, Human Resources, ...
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Customer Advance Invoice Scenario in D365 FO

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Posted on by MYGz 1,858
Hi,
 
I have a scenario like so:
 
1. Customer Issues a PO and requests a Down Payment / Advance Invoice to make the payment.
2. We can record a Customer PrePayment which records the Sales Tax also, but I can only give Customer Payment Voucher. But Customer is asking for Advance Invoice not Payment Voucher. There's no Prepayment invoice in F&O, But Free Text Invoices can be issued. But can we link Free Text Invoices to Sales Order? 
3. After Advances are completed (2 payments of 50%) then I have to issue a Sales Order Invoices that will have all the item details, quantities and prices. But If I Issue a sales order invoice then system will create another balance for the customer against this invoice and balance will be doubled. How can I Issue this sales invoice without it hitting the Ledger or Customer Balance?
 
How can I make this scenario work in default or if I have to customize then any pointers on what needs to be done? Also, how is it handled in other systems? I heard Business Central has Prepayment invoice feature in Sales Order? 
 
Appreciate any tips. 
 
Best Regards,
  • Suggested answer
    Bharath jain Profile Picture
    Bharath jain 790 on at
    Customer Advance Invoice Scenario in D365 FO
    Hi,
     
    Advance invoice  for sales order is available in Poland localization, you can customize and extend that to your entity.
     
    Advance invoice option for sales order works the same as purchase order.
     
    Regards,
    Bharath Jain
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,269 Super User 2024 Season 2 on at
    Customer Advance Invoice Scenario in D365 FO
    Hi MYGz,
     
    In case you need to send pre-payment invoices, you can use different options.
    1) Send free-text invoice
    2) Use a sales category on sales orders in addition to the goods
    3) Use project management and accounting
     
    For the first two options, you would need to reverse the pre-payment invoice with a sales category and negative line amount or negative miscellaneous charge. At moment of invoicing the goods, you can also invoice the reversal of the pre-payment.
    When you will use the project management features, you can use billing options using e.g. on-account transactions. For delivering the goods, you can use the item consumption feature which creates a sales order in the background that can be posted as packing slip.
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,300 Most Valuable Professional on at
    Customer Advance Invoice Scenario in D365 FO
    Hi,
     
    Kindly explore proforma sales order function in sales order.
     
    Note- linking to free txt invoice with Sales krder isn't possible without custom code.

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