Adjust advance received in Sales invoice

Adjust advance received in Sales invoice

When you receive an advance amount from your customer, you can adjust it in the sales invoice. You can do so by mentioning the Amount Due as the differential amount pending to be received from your customer against a specific sales order. 

To do so, follow the steps to generate an e-Invoice for a single invoice with the following changes:

1. Specify e-Invoice details.
   1. Show e-Invoice details: Yes.
      The e-Invoice Details screen appears.
   2. Specify the Advance Amount received from your customer.
      The Amount Due gets calculated.
      
   3. In Type of Address field, select the relevant address, if you have enabled multiple addresses.
      

      The Company Mailing Name of selected addresses in TallyPrime should exactly match with the Company Name specified in the e-Invoice certificate, which is saved in the company data folder.

2. Provide the Bill-wise Details.
   1. Press Enter on the final Amount.
   2. Under Type of Ref, select Agst Ref.
   3. Select the Advance Amount from the Pending Bills.
   4. Specify the Amount of advance received.
   5. Specify the differential amount as a New Ref.
      1. Under Type of Ref, select New Ref.
      2. Specify the difference between the Invoice Amount and the Advance Amount.
         
   6. Press Ctrl+A to save the Bill-wise Details.
3. Press Ctrl+A to save the voucher.
4. Press Y to generate the e-Invoice.

To check the PDF A3 format file embedded with XML:

1. Open archived location of e-Invoices.
   1. Press F11 (Company Features). 
   2. Set Enable Value Added Tax (VAT) to Yes and press Enter.
      You can see the Location of e-Invoice Archives.
2. Go to the location and select the relevant e-Invoice folder to get the PDF file embedded with XML.

Preview of a sales invoice in which the amount of advance received is adjusted appears.