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Advance Invoices

Advance invoices let you collect deposits or staged payments against an open tab — the advance collection — and then finalize it into a regular fiscal invoice when the full amount has been settled.

Opening an Advance Collection

An advance collection is a running tab that groups one or more advance payments together before the final invoice is issued.

  1. From the sales screen, tap Advance (or navigate to Invoice History → Advance Collections)
  2. Select New Advance Collection
  3. Assign a customer (required — the collection must be linked to a name and TIN for the final invoice)
  4. Add a description or reference if needed
  5. Confirm to open the collection

The collection appears in the Open Collections list with status Open.

Advance collection screen showing an open tab with advance sales

Adding Advance Sales and Refunds

Once a collection is open, you can record multiple advance payments against it over time.

To add an advance sale:

  1. Open the collection from Open Collections
  2. Tap Add Advance Sale
  3. Enter the amount and select the payment method
  4. Confirm — the payment is fiscalized as an Advance invoice and recorded against the collection

To refund an advance:

  1. Open the collection
  2. Tap Refund Advance next to the advance entry you want to reverse
  3. Confirm the refund amount and payment method
  4. Confirm — a linked advance refund invoice is created

Each advance sale and refund is fiscalized individually and appears in the Invoice History.

Note: Each advance payment is fiscalized at the time it is collected. The final invoice does not re-fiscalize the advance amounts — it records the settlement.

Finalizing a Collection

When all advance payments have been collected and the goods or services are being delivered, finalize the collection to issue the closing fiscal invoice.

  1. Open the collection from Open Collections
  2. Review the total advances collected and the balance due
  3. Tap Finalize
  4. Add any remaining line items or adjust the total if needed
  5. Record any remaining payment
  6. Confirm to fiscalize the final invoice

After finalization:

  • The advance collection status changes to Closed
  • A final Normal fiscal invoice is issued and references the collection
  • The collection moves from Open Collections to the regular invoice history

Tip: You can finalize a collection with a zero balance if all amounts were collected as advances.

Viewing Open Collections

  1. Navigate to Invoice History → Advance Collections (or tap Advance from the sales screen)
  2. The Open Collections list shows all active tabs with the customer, creation date, total advanced, and balance remaining
  3. Tap a collection to view its advance entries or to finalize it

Note: A collection must be finalized before the shift can be closed.

Next Steps