En:Advance payment invoice

There is no separate function for creating a down payment and final invoice in Winestro.Cloud. Here we explain how you can still create a down payment and final invoice.

Payment invoice

If the order is entered as normal, as for any other invoice, you set the delivery date to the future accordingly. In the Text tab, you can make a note in the invoice text that it is a down payment invoice. Then create the invoice from the order.

Final invoice

A final invoice that lists everything is somewhat more complex - we therefore recommend the remaining invoice. Enter the order as normal, as for any other invoice - but make sure that all items, including those on the down payment invoice, are entered first. Then add a separator line "Deduction of down payment invoice". Below this separator line, enter all items that were already listed on the down payment invoice, with a negative quantity but exactly the same prices. In the Text tab, you can make a note in the invoice text that this is a final invoice. Then create the invoice from the order.

Remaining invoice

Enter the order as normal, as for any other invoice - but make sure that only the items that have not yet been invoiced with the down payment invoice are entered. In the Text tab, you can make a note in the invoice text that it is a remaining invoice. Then create the invoice from the order.