Scopevisio allows you to create different types of invoices.
Each invoice type has some special features.
Which invoice type for what?
A down payment invoice is when the invoicing party has not yet provided a service or delivery. It is also known as an advance payment invoice.
A partial invoice is used when part of the service has already been provided but the service cannot be specified. For example, the contractor invoices 30% without being able to specify whether, for example, 28% or 35% of all cables have been laid.
VAT is due upon payment of the partial invoice by the customer.
The VAT for advance payment or partial payment invoices is only due when the customer pays the advance payment invoice.
Advance payment and partial payment invoices are to be presented without affecting profit or loss, as they are not revenue.
The term partial invoice is used when the invoiced service has already been rendered and - in contrast to the partial invoice - can be specified and described. A performance date/period exists. For example, the contractor invoices the excavation work after the excavation pit has been dug.
VAT is due when the invoice is issued.A final invoice is when the service has been provided in full and a final invoice is issued, taking into account the previous invoices and determining the remaining payment amount. In the case of final invoices, you can choose from the down payment, partial payment and partial invoices belonging to the customer, the project or the order in order to assign them to the final invoice.
Invoice types down payment / partial invoice
Fill in all the necessary fields in the following form. First set the desired invoice type in the Invoice type field, as all products are initially discarded when switching to down payment or partial payment invoices. Scopevisio offers the option of switching from single invoices to down payment, partial payment, partial and final invoices.
In the down payment or partial payment invoice, you can only address products that have been classified for this purpose in product management. As a rule, you use a generic product ("Down payment 19%") for this, as it corresponds to the nature of the invoice types, which are not based on a specific service or goods.
In order to use the down payment/discount invoice function, the extended revenue account assignment of the product must not be activated.
In contrast to a standard invoice, you do not post directly against a revenue account and the sales tax is also initially posted to the "Sales tax not due" account.
Invoice type partial invoice
For a partial invoice, you proceed in the same way as for an individual invoice, as the behavior of sales tax on invoicing and the balance sheet presentation are the same as for an individual invoice.
In contrast to single invoices, partial invoices, down payment invoices and partial invoices are offered for offsetting when creating a final invoice.
Final invoice type
Under Invoice type, select Final invoice. Here you can access the relevant down payments, partial invoices or partial invoices in the Down payments and discounts field under Edit (1).
The assigned down payment invoice is then displayed (2), which you can also remove again (3).
Select a document layout customized for the final invoice (4). You can customize our editable document layouts in advance. This means you can also print final invoices that result in a credit for your customer using a separate document layout or text module. We recommend using LibreOffice for the customizations.
This final invoice lists all items to be invoiced (gross statement), and by allocating previous down payment, partial or partial invoices as well as the payments received and allocated, the remaining payment total and the tax contained therein is calculated. The final invoice can be a zero invoice or even be negative, i.e. turn into a "credit note" (correction invoice).
Special features when posting sales tax
Down payment and partial payment invoices entail transfers of VAT. You can find more information on this in the chapter"Finances > Recording VAT correctly".