Partial invoice – Xentral help center

Invoice documents where partial payments (down payment, advance payment, partial payment, payment on account or payment on account) are called partial invoices.

With the partial invoice module, individual partial invoices can be created based on an order. These can be conveniently created from the order and transferred to a final invoice at the end of the process. The specifics of a partial invoice are shown in a table on the invoice below the item table.

This module is relevant when partial payments are to be settled.

Preparation of a partial invoice

1. Create article for partial invoice

Under Master data → Article → +NEW a new article is to be created, which is then to appear in the partial invoices as an item. The article name can be e.g. "Partial billing fee" or similar.

2. Create order

Under Sales → Sales Order → +NEW an order is to be created, on which the partial invoices should be created and then released. In the "Partial Invoice" tab an overview of all partial invoices for the order appears.

3. Create partial invoice

From the order, the "Generate partial invoice" button can be used to select how the first partial invoice should look like.

Name for partial payment invoice → Freely selectable and appears on the invoice document
Take over positions → The positions are taken over directly from the order. With price but with quantity 0, so that the VAT is not settled prematurely, but you still have an overview of the positions in the partial invoice
Item for partial payment → Select the item for partial payment. This appears as an item in the partial invoice
Item name → The name of the item as it should appear on the partial invoice
Item description → The item description of the item, as it should appear on the partial invoice
Quantity → The quantity of the item as it should appear on the partial invoice
Price → The price of the item as it should appear on the partial invoice

With the button "Create" a forwarding to the invoice takes place. Under "Preview" you can see the draft invoice of the partial invoice.

4. Create final invoice

If the last partial invoice is to be created, then you can click on the button in the order to create the last final invoice.

Display on the invoices

At the bottom of each partial invoice issued, all partial payments made up to that point, including the current ones, are listed. payments made up to that point, including the current ones, in order to provide the customer who receives it a good overview for the customer who receives it. The final invoice also lists all partial payments that have been made, including the final payment.

This is an example of a third partial invoice for an order: