Billing in parts: advance, payment in parts and credit note
How to bill a job in parts in Vporiadku: an advance invoice, a final invoice that deducts the advance, an invoice paid in several parts, and a credit note for part of an invoice.
Step by step
Issue an advance invoice
Open Invoices, the “Advance invoices” tab, and create a “New advance invoice” for the amount of the advance. Press “Issue” and send it to your customer.
Record the paid advance
When the customer pays, press “Record a payment” on the advance invoice, or let a bank statement match the payment. If you are a VAT payer, Vporiadku issues the tax document for the received payment by itself.
Create the final invoice
On the advance invoice press “Create Invoice”. The new invoice takes over the customer and the items and deducts what the customer paid on the advance. The difference is left to pay.
Check and issue
Add any items the job gained, check the amount due and press “Issue”.
Payment in parts
If the customer pays an invoice in instalments, record each payment on its own with Record a payment, or let a bank statement match them. Until the whole amount is paid, the invoice reads Partially paid, and the PAY by square QR code on it and on the customer link shows only what is left.
A credit note for part of an invoice
On an issued invoice press Issue credit note and keep only the items or quantities you are correcting. The credit note has its own number series and a link to the original invoice.
What Vporiadku does not do yet
A payment schedule with several due dates on one invoice, and splitting one invoice into several documents.
Frequently asked questions
- Does it work with a proforma invoice too?
- Yes. A proforma invoice has the same “Create Invoice” button, and the final invoice deducts what the customer paid on the proforma. A proforma is not a tax document, so no tax document is issued for its payment.
- What if the customer has not paid the advance yet?
- The final invoice deducts only recorded payments. If you create it before the customer pays the advance, the deduction is zero and the whole amount is left to pay.
- Which plan is it on?
- Advance and proforma invoices, payments in parts and credit notes are on every plan, the free Start included.
Did not find your answer? Write to us at podpora@vporiadku.sk; we answer in Slovak, English and Ukrainian.
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