Advance invoices are used to request payment from a customer before even starting to work on their matter. The advance invoice itself is not visible in any bookkeeping reports, but the advance payment from the customer is listed in the Payment List.

When creating a normal invoice to which an advance payment is adjusted, the normal invoice becomes visible in the Sales Diary. The open and unpaid advance invoices can be viewed in the Advance Invoices folder of the Financial Management area. The Open Advances report, found in the Financial Reports folder, shows the advance invoices that have been paid but haven’t been adjusted to a normal invoice. 

An advance invoice can be attached either to a customer only, or to a customer’s specific matter. When attached only to a customer, the payment can be utilized to pay invoices related to any matter where the customer has a payer role.

If an advance invoice is attached also to the customer’s specific matter, the advance payment can be adjusted to invoices of the selected matter only. If advance invoices should be printed with a different bank account, you can define the default account for advance invoices in the business unit’s information. When the default account is set, it will be filled into the details tab on advance invoices and printed on all advance invoices if not overridden in the printing dialog of an advance invoice.