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Expand the standard functionalities for down payments in Dynamics 365 Business Central and make them easier to use in sales and purchasing.
The functions for advance and down payments in Dynamics 365 Business Central are currently still limited. In the standard system, advance payments on balance sheet accounts are not optimally mapped, as advance payment invoices are offset against normal receivables. It is also not automatically recognized whether a down payment has already been made. But don’t worry, we have a clever solution for you that closes precisely these gaps!
The add-on Down Payment Pro 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.
You can map the entire prepayment invoice completely in Business Central. All processes take place in one system.
Thanks to the automatic processing of all necessary bookings, no steps are forgotten and you minimize careless mistakes.
Inspire your employees with an add-on from Visiondata that lets you work faster and more productively.
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 contact us if you have detailed questions about supported versions.
It’s me, Theo the Technology Interpreter!
As a Technology Interpreter, I’d like to clearly explain how the Down Payment Pro 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 Down Payment Pro |
|---|---|---|
| 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) |
If you regularly work with prepayments—whether in project-based business, custom-made products, or large-scale trade—Down Payment Pro helps you map these processes clearly, transparently, and completely within Dynamics 365 Business Central. Companies in mechanical engineering, wholesale, or project-driven industries especially benefit from the structured handling and legally compliant documentation.
Ideal for anyone who wants to manage prepayments professionally, securely, and efficiently.
Still unsure? Feel free to contact us—we’ll be happy to explore together whether the product is a good fit for your company!
The module integrates seamlessly into existing workflows. It enables the creation of prepayment schedules, automated postings, and correct tax handling of prepayments.
Yes. Down Payment Pro automatically offsets previously posted prepayments against the final invoice — including correct tax representation. Unpaid requested prepayments are automatically canceled when the final invoice is issued, ensuring that accounting remains accurate.
Yes. Down Payment Pro automatically offsets previously posted prepayments against the final invoice — including correct tax representation.
Unpaid requested prepayments are automatically canceled when the final invoice is issued, ensuring that accounting remains accurate.
Absolutely. The add-on meets the requirements of the German principles of proper accounting (GoBD) and correctly implements VAT regulations for prepayment taxation.
Yes. The solution provides comprehensive overviews and reports on open, posted, and offset prepayments — by order, customer, or project.
We are looking forward to your inquiry!
