Advance note / down payment of an invoice

With an advance invoice, you ask your customer for a partial down payment on a larger invoice. Since PERIFACT V12, this is possible.

As usual, select the desired contact for which you want to create this advance note and press the button in the main menu [New advance note].

The example below shows an invoice in which the total invoice 1,000 euros amounts. When creating an invoice you will see several tabs, one of them is [Payments and amounts]. In the example below, we request 25% of the total invoice as an initial deposit. So the final invoice can be sent at a later date when, for example, the job is done. So we see here an invoice amount of 250 euros. You can choose between a desired amount or a percentage over the final amount.

Upon saving, you will see in the overview 2 bills see appear, one is the advance invoice and one is the final invoice. Why 2? Very simple, it allows you to see that an amount is still open and therefore you still have an allowance. In the grid you can see whether it is an advance or final invoice. Of course, the 2 total amounts make up the total amount of the invoice.

On the invoice, this will be indicated by FACTURE 1/2 For the advance note and FACTURE 2/2 for the final note.

Customize preferences

Of course, everyone has their own preferences. One PERIFACT user wants a fixed amount as a deposit, another wants a percentage. You can already make a default preference setting via main menu SETTINGS- BASIC, [Invoices] tab.. Each new advance invoice will then retrieve the setting from this. Of course, this can be deviated from when creating the invoice as described above.