Manage Down Payments
Expand the standard functionalities for down payments in Dynamics 365 Business Central and make them easier to use in sales and purchasing.
Missing Functions in the Standard Are
Your Challenge without the Add-On
The functions related to prepayments or down payments in Dynamics 365 Business Central are limited. This means: The standard does not fully reflect down payments in the area of balance accounts, as down payment invoices are offset against normal receivables. Additionally, it does not consider whether a down payment has been paid.
But don’t worry, we have a great solution in store for you.
Visiondata AnzahlungenPlus:
Visiondata's Solution: Settling Down Payments in Business Central
The add-on AnzahlungenPlus from our partner company Visiondata is a useful extension of the prepayment invoice function included in the standard Dynamics 365 Business Central/Dynamics NAV. This allows a transaction (e.g., a sales order) in purchasing, sales, and project business to be associated with a prepayment invoice. A comprehensive list of functionalities as well as a comparison to the standard Dynamics 365 Business Central can be found in the table below.
How Does the Add-On Extend the Standard?
It’s me, Theo the Technology Interpreter!
As a Technology Interpreter, I’d like to clearly explain how the AnzahlungenPlus add-on expands the standard functionality of Microsoft Dynamics 365 Business Central. You’re going to love it!
| Criterion | System Standard Dynamics 365 Business Central | Visiondata AnzahlungenPlus |
|---|---|---|
| Definition of monetary/percentage prepayments or down payments (per debtor, per creditor, for all items/for specific items) | ✓ | ✓ |
| Representation of prepayments or down payments in sales orders | ✓ (Prepayments*) | ✓ (Down Payments*) |
| Representation of prepayments or down payments in purchase orders | ✓ (Prepayments*) | ✓ (Down Payments*) |
| Representation of prepayments or down payments at the project level | – | ✓ (Down Payments*) |
| Allocation of the total order value into any number of down payment invoices (setting up an installment plan) | – | ✓ |
| Setup of booking accounts for prepayments for different areas | ✓ (Sales, Purchases) | ✓ (Sales, Purchases, Projects) |
| Setup of unrealized booking accounts for each VAT indicator | ✓ | ✓ |
| Setup of a booking account for received down payments | – | ✓ |
| Indication of prepayments/down payments on the final invoice | ✓ (no indication and deduction of received/not received down payments) | ✓ (including indication and deduction of received down payments) |
At a Glance:
All Details About the Add-On
Functions
- Simple setup of a down payment plan for sales orders, purchase orders, and projects
- Processing of monetary/percentage down payment invoices
- Posting/reposting to specific accounts within the financial accounting for down payments, including Requested Down Payment
- Posting to a specific account within the financial accounting called Unrealized Tax:
- Through unrealized VAT, VAT is automatically realized proportionally upon payment and taken into account in the VAT return
- Reposting of unrealized tax and requested down payment to received down payment and realized tax upon payment
- Automatic determination of received and unreceived down payments and reduction of the invoice gross amount calculation on the final invoice
Provision
- Online (Cloud)
- On-Premises
Please contact us if you have detailed questions about supported versions.
Compatibility
- Dynamics 365 Business Central Essentials or Premium
- Dynamics NAV
Please contact us if you have detailed questions about supported versions.
Costs
The costs for the add-on cannot be given as a lump sum. It depends on exactly which functionalities you need and how many users you want to license. Please feel free to contact us.
Prepayment invoice for Microsoft Dynamics:
Which Benefits Does the Add-On from Visiondata Offer?
Complete Process
You can map the entire prepayment invoice completely in Business Central. All processes take place in one system.
Error Minimization
Thanks to the automatic processing of all necessary bookings, no steps are forgotten and you minimize careless mistakes.
Work Productively
Inspire your employees with an add-on from Visiondata that lets you work faster and more productively.
What Are You Waiting For?
Get to know us! In a free initial consultation, we’ll determine together if we, as a partner company, and the ERP system for medium-sized businesses, are the right solution for you and your company.
Let's Craft Your Success Story together
We are looking forward to your inquiry!
