Customer Order Prepayment Invoices

In this article

To enable Customer Order Prepayments

Configuration requirements

Information fields for Prepayment

Usage

The Customer Order Prepayment feature lets you to manage prepayments for customer orders using standard Microsoft Business Central Prepayment Invoices. This ensures smoother payment processes for customer orders requiring advance payment.

To enable Customer Order Prepayments

  1. Navigate to Customer Order Setup.
  2. Activate the Use Prepayment Invoices setting:
    • When enabled, a prepayment invoice will be created automatically whenever a customer order is created, provided the customer has made an advance payment.
    • This applies to all tender types except Post To Account.

Configuration requirements

Prepayment account setup

  • Define a Customer Order Prepayment Account for each store in the Store Card.
  • The Prepayment G/L Account must meet the following criteria:
    • VAT set to 0%.
    • Direct Posting enabled.

VAT configuration (if applicable)

  • To use VAT on prepayments, configure it in the General Posting Setup.

Number series setup

  • Ensure number series are correctly defined for prepayment transactions:
    • Posted Prepmt. Inv. Nos.: Matches the number series for posted sales invoices (Posted Invoice Nos.).
    • Posted Prepmt. Cr. Memo Nos.: Matches the number series for posted credit memos (Posted Credit Memo Nos.).

Information fields for Prepayment

  • Customer Order Line."Prepayment Document No.":
    • Populated after the Customer Order is created.
    • Links the Customer Order to the Prepayment Invoice.
  • Customer Order Header."Prepayment %":
    • Located on the Customer Order Header.
    • Used for orders without linked Sales Orders to define the percentage of the total added to the Prepayment Invoice.
    • For orders with linked Sales Orders, this information is stored in the "Prepayment %" field on the Sales Header.

Usage

Once the feature is enabled and configured:

  • A prepayment invoice will be generated automatically when a customer order is created with an advance payment.
  • Ensure all required accounts, VAT settings, and number series are properly configured to avoid errors.

By following these steps, you can efficiently manage customer prepayments and ensure compliance with Business Central standards.