Advance Payments

Create, track, and close advance payment deposits at the POS or from the portal.

Overview

An advance payment (avans) lets you collect a deposit from a customer before delivering goods or services. Serbian fiscal regulations require a specific three-step lifecycle for advance payments:

1. AP (Avans Prodaja) — Create the advance deposit receipt
2. AR (Avans Refundacija) — Close the advance when the customer returns
3. PP (Promet Prodaja) — Issue the final sale receipt

Creating an Advance Payment

At the POS

1. Open the POS terminal with an active shift
2. Click the Advance Payment button in the order panel
3. In the modal, select the Create Advance (AP) tab
4. Enter the advance amount (the deposit)
5. Optionally enter the customer name
6. Click Create Advance Receipt
7. The fiscal device issues a receipt with type 4 (Advance)
8. Give the receipt to the customer as proof of deposit

From the Portal

1. Navigate to Sales > Advance Payments
2. Click Create Advance
3. Fill in the wizard:
   - Enter the deposit amount
   - Select the payment method (cash, card, bank transfer, or instant)
   - Optionally enter the customer name and PIB (tax ID)
4. Click Create Advance Receipt
5. The system issues the advance via V-PFR and returns a JIR code

Closing an Advance Payment

When the customer returns for the final purchase:

At the POS

1. Click the Advance Payment button
2. Switch to the Close Advance (AR) tab
3. Search for the open advance by receipt number, JIR, or customer name
4. Select the advance from the list
5. Click Close Advance
6. The system issues an advance refund (AR) receipt
7. Proceed with the normal sale (PP), which references the closed advance

From the Portal

1. Navigate to Sales > Advance Payments
2. Find the open advance in the list (status: "open")
3. Click on the advance to view details
4. Click Close Advance to issue the AR receipt

Advance Payment Statuses

Important Rules

• An advance must be closed (AR) before issuing the final sale (PP)
• The AR amount must match the original AP amount exactly
• Training mode receipts cannot create real advances
• All advance receipts include a JIR code for tax authority verification
• Keep advance receipts for your records — the tax authority may audit them

Tips

• Track open advances regularly — review the Advance Payments list weekly to ensure no deposits are forgotten
• Include customer info — adding the customer name and PIB makes it easier to find the advance later
• Use the portal for reporting — the portal provides a complete view of all advances across all POS devices

Need help? Contact support at support@stogly.com