When working with prepayment in 1C, it is important to process three documents in the correct sequence: advance payment, shipment, and additional payment — then the program will automatically offset the received amount and show the remaining debt.
Procedure
1. Processing the advance payment
Create a cash receipt order (PKO) for the prepayment amount, for example 20,000 tenge, and issue a receipt marked "Prepayment / Advance". This records the amount received from the buyer before the goods are shipped.
2. Processing the shipment
Process the "Sale of Inventory and Services" document for the full cost of the goods — 100,000 tenge. 1C will automatically offset the previously made advance payment (20,000) and show the buyer's remaining debt (80,000). At this stage no receipt is issued — the sale is recorded only by the document.
3. Processing the additional payment
Based on the sale, create a new PKO for the remaining debt amount — 80,000 tenge, and issue the final receipt. This closes the entire amount of the deal: advance payment + additional payment = full cost of the goods.
Frequently Asked Questions
Does a receipt need to be issued at the shipment stage?
No, when processing "Sale of Inventory and Services" no receipt is issued — it is only issued when money is received: first for the advance, then for the additional payment.
What happens if the advance amount does not match the sale amount?
1C automatically calculates the difference between the received advance and the full shipment cost and shows it as the buyer's remaining debt, which is closed with the second PKO.
Can several additional payments be made instead of one?
Yes, if the buyer pays off the debt in installments, several PKOs can be created sequentially based on the sale, until the debt amount is fully closed.