Create an advance letter from an order

You can also create an advance letter directly from a sales or purchase order. To do so, follow these steps:

Choose the icon, enter Sales Orders or Purchase Orders, and then select the related link.
Create a new order.
After you fill in the required fields and lines, choose the Create Advance Letter action.
In the dialog that opens, select the Advance Letter Code (linked to the Advance Letter Templates table) and the method of calculating the advance.

Hinweis
You can either enter a percentage or a specific amount for the advance.

If you select Suggest by Line, the advance letter mirrors the order lines 1:1. For example, the number of lines in the advance matches the number of lines in the order.

If Suggest by Line isn't selected, the advance amounts aggregate based on the VAT rates and VAT posting groups in the order lines.
After you confirm, the advance invoice page opens. You can review, modify, print, and release the advance invoice to prepare it for payment.

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