Viewing Advance Payment Details Linked to a Sales Invoice

When an advance payment invoice is linked to a sales invoice, the system automatically displays a complete breakdown of this payment’s financial and tax impact — including the invoice summary, view screen, and printed copy, in line with the e-invoicing requirements of the Zakat, Tax and Customs Authority (ZATCA). This article explains how to link an advance payment and where its details appear.

Before You Begin

• The advance payment invoice you want to link must already exist and be previously issued in the system.
• The fields described in this article only appear if the invoice has one or more advance payments linked to it — none of these fields appear if no advance payment is linked.

How to Link an Advance Payment

1. Open the add/edit sales invoice screen.
2. From the “Advance Payments” tab, link one or more advance payment invoices.
3. The invoice summary (below the line items table) automatically expands to display the additional fields immediately after linking.

Fields That Appear in the Invoice Summary

Illustrative example:

Where These Details Appear

• Add/Edit Sales Invoice Screen — within the Summary section below the line items table, immediately after linking the advance payment.
• Invoice View Screen → Details Tab — as part of the invoice’s current summary.
• Printed Invoice Copy — integrates the six fields within the current summary section on the printout, along with a separate table below the summary titled “Advance Payment Information,” displaying each linked advance payment invoice with the following columns:

Important Notes

• The “Advance Payments” data on the printout only appears if at least one advance payment is linked to the invoice.
• If the invoice is subject to two different tax rates, the “Net Tax” field appears as two separate columns, one for each rate.