How To: Creating advance invoices in Teamleader Focus

 

A lot of companies prefer to charge their customers in advance. Luckily, Teamleader Focus makes it easy for you. There are three ways to create advance invoices:

  • Manually
  • Via Quotations
  • Via Deals

 

Case: a customer buys a product or service of € 10.000 VAT excluded. You agree with your customer that he will pay a 50% advance on signing the quotation.

 

Manually 

  1. Create an invoice of € 5.000 VAT excluded and send it to your customer.
  2. Now you have two options for your final invoice
  • Create an invoice of € 5.000 VAT excluded without any mention of the advance invoice. You are not obligated to mention the previously made invoice.
  • We invoice the total amount and add a negative line mentioning the advance invoice. The amount needs to be - € 5.000. Teamleader Focus will then subtract this amount from the total amount VAT excluded

Via Quotations

  1. Navigate to Quotations and choose a quotation
  2. Click on Convert to invoice
  3. Choose to create an 'Advance invoice' first
  4. Now you get the option to invoice the amount based on a percentage or a fixed amount. In this example we choose for a fixed amount of € 5.000
  5. Click “Save”
  6. After finishing our job, we go back to our quotation and choose to invoice again. 

 

Via Deals

  1. Navigate to “Deals ” and choose a deal
  2. There are now two options: either you create an invoice from the won deal, or you create an invoice from the accepted quotation. It's thus not needed to create a quotation first. 
  3. No matter which option you choose, the process to create an invoice is the same: click on the plus icon next to 'Follow up on your deal' and choose Invoice.
    Note: When you have multiple quotations, you'll first need to choose which quotation you want to create an invoice from.
  4. Choose to create an “Advance invoice” first
  5. Now you get the option to invoice the amount based on a percentage or a fixed amount. In this example we choose for a fixed amount of € 5.000
  6. Click “Save”
  7. After finishing our job, we go back to our original deal/quotation and choose to invoice again. In the case of a quotation, Teamleader Focus will automatically show us our quotation items and the previously invoiced amount as well.

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