In sage X3, a new screen has been added to create, post, and pay prepayment invoices. In the A\/P-A\/R accounting module, the Prepayment invoice function (GESPREPI) can set up customer contract data with relative amounts and specific invoice types for prepayments and the final invoice.<\/p>\n
The invoices are created in the Customer BP invoices function (GESBIC). Dedicated automatic journals are used to post prepayment invoices, prepayments linked to a contract, and transfer amounts from prepayments to the final invoice.<\/p>\n
Navigation path: All>>A\/P-A\/R accounting>> Prepayment invoice management<\/p>\n\n\n\n
Also, you can create, manage, and post prepayment invoices linked to a sales order in the Prepayment invoices management function. There can only be one contract for each sales order line. For a standard sales invoice, you can link the invoice to the Prepayment management function by setting the PREFUN \u2013 Prepayment management parameter (TC chapter, INV group) to Prepayment invoices for the site.<\/p>\n
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Payments are posted to an automatic journal until the contract is settled. The final invoice is a standard sales invoice, and when it is posted, the prepayment amounts are reversed so that the open items are settled properly. This closed the prepayment contract.<\/p>\n
There are four tab added on this field Common rules, Contract info, Prepayment invoices, Final invoices and two main buttons Final invoice and prepayment invoice.<\/p>\n
After entering all the details, once you click on the prepayment invoice button, the below screen will pop up. Click on Yes.<\/p>\n\n\n\n
Once you click yes, a customer BP invoice gets created. (Refer to the below screenshot)<\/p>\n\n\n\n
All the prepayment invoice details will be displayed on the Prepayment invoice tab.<\/p>\n\n\n\n
Once the invoice is posted, then the user can create the final invoice by clicking on the Final invoice button.<\/p>\n
From the Customer BP invoices function, you can print payment details using the following reports:<\/p>\n
Hope this blog helps you managing prepayment invoice.<\/p>\n\n\n\n
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