Generating Prepayment Adjustment Invoices
You can use a prepayment adjustment Invoice to correct or adjust a customer's prepayment to ensures the prepayment aligns with the final invoice amount, tax codes, or other details.
To generate a prepayment adjustment invoices:
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Click Edit next to an invoice which has customer deposit mapped using the deposit application.
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Check the Saudi Arabia Prepayment Adjustment Invoice box.
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Enter other required information and then click Save.
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Click Generate E-Document. The document is digitally signed and sent to ZATCA for certification.
The status of the e-document in the E-Document Status field, on the E-Document subtab, will indicate Ready for Sending status. If the status is Generation Failed, an error was encountered in generating the e-document, which you must fix before regenerating the e-document.
For more information, see Viewing E-Document Status and Audit Trail.
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Click Send E-Document to create the PDF and send the certified invoice to the customer.
A banner appears on the transaction record indicating that sending of the e-document is in progress. The XML and PDF is sent to the email in the customer record.
Then, the value of the E-Document Status field on the E-Document subtab is updated. For more information, see Outbound E-Document Statuses.
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Click Save.