I have a balance in my advance billing of $168.08 and I have an invoice for that same customer / same order with a balance of $168.08. The balance on the invoice is from sales tax, however, when the advance billing invoice was created, it was not created with sales tax so that portion of the advance billing did not transfer to the invoice. How do I clear the balance from my advance billing? I know how I can clear it from the invoice, but I don’t know how to get it out of the advanced billing.
The way we do this process is:
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Create an advance bill for the total INCLUDING sales tax (that way you are collecting the full amount and will have a zero balance invoice upon shipment).
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Receive payment from the advance billing invoice.
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Ship the product.
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Create the final invoice. When you do this, it will ONLY pull in the advance billing amount of the line total - it will NOT pull in the amount of the sales tax. You need to override the amount on the invoice line in the “Less Advanced Bill” field to the total INCLUDING sales tax. There may be rounding issues - we just add them to the discount.
If I’m understanding your issue, it sounds like step 4 is where you need to add the amount that is sitting in your advanced billing.
Hopefully this helps!