Support for Advance, Final (Linked) and Intra‑Community Invoices in Sales Pack

[5k18a]

I would like to ask if there are any plans in the near future to add support in Sales Pack for the following invoice types:

• Advance invoice – a document that records the receipt of a prepayment or deposit towards a future service or delivery, with appropriate labeling and numbering.
• Final invoice – which could be linked to one or more advance invoices and settles the entire transaction, taking into account the prepayments already made.
• Intra-community supply invoice (WDT) – an invoice for sales within the EU, with specific documentation and VAT requirements, including reverse charge rules.

I understand that a credit note is the equivalent of a correction invoice and is already supported (correct me if I am wrong), but is there any chance to extend the functionality to include the above invoice types, especially full support for advance invoices and final invoices linked to them?

[yuri]

Is there any missing feature that prevents to use the current invoices for Intra-community supply invoices?

[yuri]

https://docs.espocrm.com/extensions/sales-pack/taxes/#example

[yuri]

It's not usual to have separate invoice types Advance and Final in ERP systems. I think the current invoice feature should be suffice for scenarios when such invoicing is needed.

[5k18a]

OK, fair enough, it can be achieved with different PDF templates, but the workflow is different, especially with advance payment invoices, because these invoices impact the company's income tax, which is charged when the final invoice is paid. Advance and final invoices are therefore linked. In the final invoice, the advance has to be listed and subtracted from the main total amount. This can actually be done manually, but with a large number of advance invoices, you have to track them and remember to enter all the information from them. The issue of numbering different types of invoices is another problem - advance invoices have different numbering.

[yuri]

Numbering can be achieved with a formula script. The number field is a free text field. There was a forum topic on this a week ago.