Create advance invoices

You can create an advance invoice as follows:

1. Go to the Advance Invoices folder, either in the Financial Management area or by opening a specific customer or matter and opening the Advance Invoice folder in the invoicing section. 
2. Click New to open a new advance invoice window. The chosen customer (and matter) is automati cally filled in if you create the advance invoice through a customer or a matter. If the matter has sev eral parties marked as payers, the field is empty, and you can pick a payer manually.

3. If needed, you can change the matter or empty the field. 
4. In the Payable field, fill in the amount to be paid in net or gross.
5. Check, fill in or change the rest of the required information: 
   • The payer’s address is automatically filled in based on their existing information, but it can be changed to a different address that is saved for the customer.
   •  The Your Reference field is filled in based on the customer reference in the party information of the matter. If no matter is specified for the advance invoice, the reference is filled in based on the customer’s information. If needed, you can change the reference on the advance invoice. 
   • The invoice language is automatically filled based on the customer or matter information.
   • Taxability is filled automatically based on the customer information.
   • By default, the entry date is the current date. 
   • The due date is based on the payment term chosen in the settings.
6. In the Further Information tab, you can add a free text which will be displayed on the invoice.
7. Save the advance invoice. 
8. If you wish, preview the invoice before sending it. 
9. Print and send the invoice. 
   • If you print the invoice, print it to a PDF or send it as an email attachment, a PDF will automatically be saved in the Notes tab. 
   • The specification page of an advance invoice only has one row. The text can be edited by a power user in the settings Parameters Common Parameters Standard Texts. 
   • To edit the text on this specific invoice only, go to the Advance Invoice Rows folder.

NOTE: The texts of advance invoice rows follow the translations only when the language is changed on the advance invoice. If changed in the printing parameters, the texts on the specification page won’t be changed.

Edit advance invoices

After an advance invoice has been created, the following changes are still allowed:

• The text on the specification page of the invoice can be edited in the Advance Invoice Rows folder. 
• Until the invoice has the status open, you can change its entry date, due date, and payable amount.
• The matter information can be edited even after the advance invoice has been sent. You can, for example, remove the matter from the advance invoice in case the advance is to be used for any other matter of the customer. If removed, the advance will be used for the customer’s invoices in the order they are created.