Automatically create advance invoice

Downpayments are advance payments on future services. In Vertec, downpayments can be charged and then deducted from invoices.

In order for a downpayment to appear as an already paid downpayment in Vertec and to be deducted from future invoices, it must first be charged, i.e. an advance invoice must be created.

With this use case, you can automate the advance invoice.

The downpayment with all information is created as usual in Vertec.

A script then does the following:

• Creates an invoice
• Removes everything except the downpayment
• Charges the advance invoice

The script Createadvanceinvoice.py is registered in Vertec:

• Designation: Optional, e.g. Vorschuss verrechnen
• Classes: Vorschuss
• Auf einzelne Objekte anwendbar

On the project, you create the downpayment with the desired information (amount, gross or net, designation and date).

Then start the script Vorschuss verrechnen on the downpayment via Menu Actions:

The downpayment invoice is then created and charged. The corresponding invoice number appears on the downpayment and the invoice can be viewed via the invoice subfolder:

For future invoices that you charge to the same project, this downpayment will be automatically deducted up to the specified amount.