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This guide walks through issuing an advance invoice in the IK+ system, from creating a pro forma invoice to saving the final document. Check all details before locking the pro forma, as it can no longer be edited after that step.
Step 1: Create a pro forma invoice
Enter all required information as you would for a standard invoice or pro forma. Check that the customer details, amounts and other information are complete, then save the pro forma in IK+.
Review the saved document before continuing.
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Step 2: Convert the pro forma into an advance invoice
- Open the saved pro forma for editing.
- Click the padlock icon to lock it. This prevents further edits and enables conversion.
Click the “ZL” icon to issue an advance invoice.
IK+ converts the pro forma into an advance invoice. Enter the advance payment received in the relevant field.
Step 3: Save the advance invoice
After entering the advance amount, save the invoice. You can then download, print or save the document to your computer.
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Summary
The IK+ workflow has three main stages: prepare a pro forma, lock and convert it, and record the advance received. Verify the data before locking because a locked pro forma cannot be edited. The resulting advance invoice can then be saved or printed.
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