Process Overview

The Advanced Invoice feature allows businesses to issue invoices for payments made in advance before the delivery of goods or services. These invoices allow the business to post advance invoice transactions and value-added tax (VAT) transactions on time. As part of the Poland Localization Bundle, this feature is designed to seamlessly work with all the relevant VAT reports included in the bundle.

Key Features

• Advanced Payment Creation

  • Flexibility to enter advanced payments manually or leverage automation via third-party integrations.

• Advanced Invoice Creation

  • Generate Advanced Invoices directly from sales orders with precision.

  • Capability to create multiple advanced invoices from a single sales order, enhancing flexibility.

  • A user-friendly prompt ensures the selection of an advanced payment before proceeding, ensuring accuracy and compliance.

  • Apply the advanced payment's full or partial amount to the invoice.

  • Link advanced payments to multiple invoices across various sales orders.

• Advanced Invoice Correction

  • Introduces a robust mechanism for amending advanced invoices as part of the KSeF process.

  • Accommodates various adjustments, including modifications in prepayment, order, tax amounts, and order cancellations.

  • Automatically generates a corrected advanced invoice and a corresponding PDF output for customer distribution.

• Advanced Invoice Application

  • Offers the capability to apply advanced invoices manually or automatically to the settlement invoice.

Key Benefits

• Improved Cash Flow Management: Secure funds in advance and manage cash flow more effectively.

• Enhanced Compliance: Align with local VAT reporting requirements seamlessly.

• Increased Flexibility: Handle various transaction scenarios with advanced invoice corrections.

• Streamlined Processes: Automate and simplify the application of advanced invoices to settlement invoices.

Known Limitations

• Any transactions generated by this feature are subject to the approval process currently in place in your system. Any automation, such as applying the advanced invoice to the settlement invoice, will not work if the generated settlement invoice or generated advanced invoice application are still pending approval. If this is not the desired outcome, please contact your implementation or support team for further assistance in modifying your current approval process.

For more information regarding the advanced invoice feature, please review the following pages: