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Sales advance from the project - Czechia

Enabled for Public preview General availability
Users, automatically - 1 Oct 2024

Business value

When you create sales advances from a project, you save time and effort because you don't need to enter data manually. You can create sales advances for the entire project or just for a project task.

Feature details

This process improves productivity and efficiency by letting you quickly and easily create sales advances for the entire project or only for a project task.

Enter the project number in the sales advance invoice. Enter the project task number in the advance line. When you link the project to the sales advance invoice, you can determine the amounts for the advances and link them to the project.

However, you don't link (apply) advances like you do with sales orders. This difference ensures that the advance isn't automatically deducted when you create the invoice from the project. You add a factbox to the project card to show the number of advances you create from the project and the amounts for the total, to pay, and to use.

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Additional resources

Advance Payments Localization for Czech (Extension) (docs)