Settling an advance on an invoice works as follows:
- Create an invoice for the matter in which the advance invoice was created (see Webinar Billing);
- Select to settle outstanding advances:
You have 3 options here:
No: Do not settle advances;
Yes, settle with this invoice: Advance is settled against this invoice so that it ends up at €0 (if the advance is sufficient);
Yes, settle all outstanding advances fully: If this option is chosen, all outstanding advances are settled with this invoice. This means that if the outstanding advance is higher than the invoice, a credit invoice will follow.
Then click on create and the invoice including the settlement of the advance will be created in draft form.
You could also settle the advance when you are editing the invoice. If you have created an invoice in draft and you are editing it, a "settle advance" button will appear (if an advance is present in the matter):
If you click on that, you will see the following screen:
Again, you can then indicate how you wish to settle the advance.
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