> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://nested.crisp.help/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Advance Income (AI) > Advance Income (AI) in case of receiving deposit before delivery of goods/services by referring to SO in case issued by VAT registered company This document will be a tax invoice. # Why do I need a advance income (AI)? * As evidence of receiving deposit payment * Plan cash flow for income --- # Action permissions # Create Advance Income (AI) 1. Select the menu __Sales__ and __Sales__. 2. Press tab __4. Get Paid__ 3. Press the __Create Deposit Receipt (AI)__ button. 4. Fill in the details completely. 5. Press __Save__. --- # Edit Advance Income (AI) 1. Select the menu __Sales__ and __Sales__. 2. Press tab __4. Get Paid__ 3. Select the deposit receipt (AI) that you want to edit. 4. Press the action button ' **...** ', select __edit__. 5. Edit the information as needed. 6. Press __Save__. | 💡 Nested Tip: In case the period has been locked The account period must be unlocked before the document can be edited. | 💡 Nested Tip: In case the document is locked in Bank reconciliation report have to go unlock before the document can be edited. except in case of wanting to amend the accounting Can be modified by setting permissions to be able to edit accounting entries. --- # Edit customer information, Advance Income (AI) 1. Select the menu __Sales__ and __Sales__. 2. Press tab __4. Get Paid__ 3. Select the deposit receipt (AI) that you want to edit customer information. 4. Press the action button ' **...** ', select __edit__. 5. Press __ on the right side of the save button__, select __Edit Customer Data__. --- # Cancel the Advance Income (AI) 1. Select the menu __Sales__ and __Sales__. 2. Press tab __4. Get Paid__ 3. Select the Advance Income (AI) that you want to cancel. 4. Press the action button ' **...** ', select __edit__. 5. Press __ to the right of the save button__, select __Cancel__. | 💡 Nested Tip: Close VS Open VS Cancel * Off is used in case the document is no longer needed. and the document contains some references * On is used in case the document is closed. but want to use the document again * Cancel, used in the event that the document is no longer needed Used in cases where the document has not been referenced. --- # Print the Advance Income (AI) 1. Select the menu __Sales__ and __Sales__. 2. Press tab __4. Get Paid__ 3. Select the Advance Income (AI) that you want to print. 4. Press the action button ' **...** ', select __type__. --- # Print GL Advance Income (AI) 1. Select the menu __Sales__ and __Sales__. 2. Press tab __4. Get Paid__ 3. Select the deposit receipt (AI) that you want to print GL. 4. Press the action button ' **...** ', select __, type GL__. | 💡 Nested Tip: Typing GL means typing. Recording information of the receipt journal of the Advance Income document (AI) --- # Print invoice, Advance Income (AI) 1. Select the menu __Salles__ and __Sales__. 2. Press tab __4. Get Paid__ 3. Select the cash sales invoice (RC) that you want to print GL. 4. Press the action button ' **...** ', select __Print Invoice__. | 💡 Nested Tip: Print invoices Use in case the customer needs invoice documents before making payment. --- # Details in the document ## ${color}[#e45765](Header) * ${color}[#1c5da9](Date) set default to today. User can change * ${color}[#1c5da9](Company/Branch) select the company and branch to invoice the product. * ${color}[#1c5da9](Reference) specify SO Quote Number When input from sales order SO will be copied automatically. || In case the SO number cannot be found, it can be caused by many cases, for example, the SO has already been created an IV or IS / the system user does not have permission to see the SO of that party. * ${color}[#1c5da9](Customer) customer name will be automatically copied from Sales Order (SO). * ${color}[#1c5da9](Description) Job Description will be automatically copied from the sales order (SO) user can change * ${color}[#1c5da9](address) address will be automatically copied from the sales order (SO). * ${color}[#1c5da9](Salesperson) name of Salesperson It will be automatically copied from the Sales Order (SO). * ${color}[#1c5da9](Urgent) will be copied automatically from Sales Order (SO). * ${color}[#1c5da9](Exchange rate) show exchange rate It will be automatically copied from the Sales Order (SO). ${color}[#1c5da9](- Currency) can be selected as needed. It will be automatically copied from the Sales Order (SO). ${color}[#1c5da9](- Exchange rate) is set by Bank of Thailand default. Users of the system can modify the exchange rate as they really are. ${color}[#1c5da9](- Document currency) to specify under which currency you want to print the document. * ${color}[#1c5da9](VAT price included) VAT price It will be automatically copied from the Sales Order (SO). * ${color}[#1c5da9](Paid installments) dividend payments will be automatically copied from the Sales Order (SO). ## ${color}[#e45765](Item table) * ${color}[#1c5da9](Item) Product/Service Details It will be copied automatically from the Sales Order (SO) and cannot be edited by the user. * ${color}[#1c5da9](Quantity) specifies the quantity/quantity of the item to be shipped. * ${color}[#1c5da9](Units) units will be automatically copied from the sales order (SO). * ${color}[#1c5da9](Price) unit price will be automatically copied from Sales Order (SO). * ${color}[#1c5da9](Discount) The discount price will be automatically copied from the sales order (SO). * ${color}[#1c5da9](GL) Chart of Accounts will be automatically copied from the Sales Order (SO). * ${color}[#1c5da9](VAT) VAT rate It will be automatically copied from the Sales Order (SO). * ${color}[#1c5da9](WHT) check ✓ In case of outsourcing service due to withholding tax * ${color}[#1c5da9](Ret.) check ✓ if the security deposit is deducted. ## ${color}[#e45765](Payment schedule) * ${color}[#1c5da9](Payment) Breakdown Details It will be automatically copied from the Sales Order (SO). * ${color}[#1c5da9](Payment date) payment due It will be automatically copied from the Sales Order (SO). * ${color}[#1c5da9](Deposit) will be automatically copied from Sales Order (SO). * ${color}[#1c5da9](%) The percentage of the payment on that balance. * ${color}[#1c5da9](Balance) payment amount || Details will show only the items marked ✓ __Deposit__ only. || Select only the lines that have been paid the deposit. Which line is not yet due for payment? Users can right click and delete items. ## ${color}[#e45765](Withholding tax table) * ${color}[#1c5da9](Type) select withholding type * ${color}[#1c5da9](Description) specify a description. * ${color}[#1c5da9](Service Value) specify the service value before VAT. * ${color}[#1c5da9](Rate) specify the rate according to the Revenue Department standard. * ${color}[#1c5da9](WHT) value of withholding tax * ${color}[#1c5da9](PND) select type of income tax * ${color}[#1c5da9](Tax payer) select tax payer ## ${color}[#e45765](VAT table) * ${color}[#1c5da9](Tax invoice number) set default value based on document number. * ${color}[#1c5da9](Invoice Date) set default value based on document date. * ${color}[#1c5da9](Tax filing month) set by the month of the tax invoice date. * ${color}[#1c5da9](Tax value) The value of the goods/services used in the tax calculation. * ${color}[#1c5da9](Rate) VAT rate * ${color}[#1c5da9](VAT) VAT value * ${color}[#1c5da9](Note) ## ${color}[#e45765](Work guarantee table) * ${color}[#1c5da9](Warranty information) specify details * ${color}[#1c5da9](Duration) indicates the warranty period. * ${color}[#1c5da9](Unit) select day, week, month or year. * ${color}[#1c5da9](Since) specify the insurance start date. * ${color}[#1c5da9](Retention Amount) will be automatically calculated as a pre-VAT x % reference as specified in the partner. * ${color}[#1c5da9](Work Assurance Due) repayment Date Insurance amount | 💡 Nested Tip: This table will be shown if ✓ is checked in the Ret column. In case this column is not found, go to Edit Customer Service Assurance = Yes. ## ${color}[#e45765](GL Accounting Table) * ${color}[#1c5da9](Account code) chart of accounts bound to product code. and selected partners * ${color}[#1c5da9](Debit) debit balance * ${color}[#1c5da9](Credit) credit side balance * ${color}[#1c5da9](CC) Cost Center * ${color}[#1c5da9](Note) ## ${color}[#e45765](End of document) * ${color}[#1c5da9](Note [Customer]) description or additional information you would like to inform the customer. It will appear on the printed purchase order. * ${color}[#1c5da9](Note [Internal]) description or additional information It will not appear on the printed purchase order. * ${color}[#1c5da9](Attachment) attach relevant important documents such as quotations and contracts. --- # Link ## ${color}[#e45765](Document in this step will be linked to) * Dashboard : Cash Flow * Trial Balance * Receive journal * Sales tax report * Tax reports are withholding. * Statement of proof of deposit