An installment invoice consists of several individual invoices. To link these correctly, you must first create a base invoice, followed by further installment invoices and a final invoice.
Once you have selected the partial invoice as the invoice type, two additional columns, "Partial %" and "Partial €," will be available. Display these by right-clicking in your invoice dialog. You can only work with either % or € at a time. It is not possible to use both at the same time.
Partial invoices on a percentage basis for services such as service phases
Do you work with service phases and need to bill them on a percentage basis? Then create an initial base invoice with the total prices for the corresponding service and the partial payment in percent.
The percentages indicate which part of the total amount of LP 1 is to be paid in this invoice. In the next partial invoice, this percentage is then increased until it finally reaches 100%.
Make sure that the type of ZUGFeRD invoice is also set to "partial invoice."
Fill in the relevant fields on the invoice and save it. It is now saved as a "basic invoice" in your invoice list. To maintain a good overview, display the "Type" column in your invoice overview and group by "Basic invoice."
To create the next partial invoice, right-click on an existing invoice. Then select "Additional partial invoice."
The invoice dialog now shows "Partial invoice" as the type. The invoice type has also been set to "Additional partial invoice." You will see the corresponding base invoice and the numbering. The 2 here stands for 2nd partial invoice.
Now edit the individual items of the additional partial invoice. If you move the mouse over the installment item, you will see how much you have already charged for this item in other invoices. This helps you keep track of the installments.
Adjust the invoice items accordingly.
In the last step, you then create the final invoice. The respective installment is then set to 100%. This means that the recipient receives the complete invoice with 100%, from which the individual installment payments are then deducted.
Your installment invoices then add up to a total amount of 100,000:
Partial invoices with installment payments in euros
For partial invoices with partial payments in euros, you need the "Partial payment €" column. Here you must list the individual items and enter the partial payments accordingly. Again, the final invoice will then show all the individual partial invoices.
Remember to set the invoice type to partial invoice and the installment invoice as the basis for the first invoice.
The amount entered in the "Installment €" column is the amount that the customer pays with this invoice.
Then create the next invoice, in our example the final invoice for the remaining payment, by right-clicking on the base invoice -> Further installment invoice.
Now select the final invoice again in the ZUGFeRD settings and also the invoice type "Final invoice." Enter the installment amounts at full price, because the first installment invoice will then be deducted:
When grouping by base invoice, the total amount of the individual invoices will then appear again for review.
