Registering advance payments

A payment for an advance invoice can be registered either via the advance invoice, or in the Financial Management > Payments folder. Via the advance invoice you do it as follows:

1. Find the advance invoice via the customer or matter window, or in the Financial Management > Advance Invoices folder.

2. Select the invoice row and select Adjust Payment on the ribbon. The payment window will open.

   

3. Check that the entry date, payment amount and payer fields are filled in correctly. 
4. Save the payment. 
5. The payment is now adjusted to the chosen advance invoice.

Alternatively, you can register a payment in the Financial Management > Payments folder: 

1. Select New > Advance Payment.
2. Fill in the Payment Amount and Payer fields.
3. If required, edit the entry date and bank account. 
4. Save the payment. 
5. Next, go to the Adjustments folder and select New. 
6. Select the advance invoice to which you wish to adjust the payment. If required, change the amount and debit account. 
7. Save and close.

If the payment covers the whole payable amount of the advance invoice, it will be automatically marked as paid. Consequently, an advance invoice which is marked as paid is automatically adjusted to the next normal invoice of the customer or the matter. The advance invoice status will then change to used. 

NOTE! In case the payment only covers part of the advance invoice, its status will remain open, and it cannot be adjusted to a normal invoice. If you wish to adjust the partial payment to a normal invoice you first need to manually mark the remaining part of the payable as paid. Do it by selecting the advance invoice and Mark as Paid on the ribbon. This function changes the advance invoices status to paid, but when the advance invoice is adjusted to a normal invoice, only the amount that has been paid will be adjusted to the normal invoice.

Cancelling advance payments

An advance payment adjustment can be cancelled if the advance still hasn’t been used for any normal in voice:

1. In the advance payment window, open the Adjustments folder. 
2. Select the adjustment row and then Cancel Adjustment on the ribbon. 
3. Readjust the payment to a different advance invoice or create a payment refund.