Advance Payment Invoicing Built Into Microsoft Dynamics 365 Business Central

Plan, post, and reconcile advance payments directly in Microsoft Dynamics 365 Business Central — from payment schedules to partial and final invoices.

Advance Payment Management in Business Central: Automated, End-to-End Processes on a Single Data Source

With COSMO ERP Advance Payment, you manage advance payments for orders and purchase orders directly in Microsoft Dynamics 365 Business Central. The solution supports payment schedules and posting workflows — fully integrated across sales, purchasing, and financial accounting. 

Capture outstanding, received, and issued advance payments with ease — all on a single, unified data source. Reconciliation happens automatically, with no manual intermediate steps. Tax treatment is handled by the system, including complex requirements such as foreign currencies and DACH-specific regulations. 

The result: end-to-end control over your advance payment processes — from planning to posting. 

Handle Complex Advance Payment Processes in Business Central with COSMO ERP Advance Payment

COSMO ERP Advance Payment covers your advance payment workflows at every stage — from the initial payment request to the final invoice. Every step is fully documented, and tax requirements are met directly within Microsoft Dynamics 365 Business Central. 

The solution handles foreign currencies, payment tolerances, overpayments, and DACH-specific requirements within a single, connected workflow. Extended document layouts, dedicated advance payment ledger entries, and built-in reporting give you everything you need to navigate even complex cases during audits. 

The result: full control over large-scale advance payment processes — without extra reconciliation steps. 

book a consultation

How COSMO ERP Advance Payment Solves Your Biggest Challenges

Your challenge
Product solution
Your challenge
No visibility into outstanding, issued, or received advance payments
Product solution
Full transparency: custom payment schedules and dashboards keep you on top of all payments and due dates — at all times.
Your challenge
Manual processes prone to errors
Product solution
Automated workflows: post advance payments directly in Microsoft Dynamics 365 Business Central and eliminate manual steps.
Your challenge
Complex tax requirements (e.g., cash vs. accrual basis)
Product solution
Built-in compliance: DACH-specific tax rules are handled automatically — no extra reconciliation required.
Your challenge
Rounding differences and foreign currency exposure
Product solution
Consistent processing: foreign currencies and VAT rounding differences are reconciled automatically and cleanly.
Your challenge
Lack of traceability across partial and final invoices
Product solution
Complete audit trail: advance payments are clearly assigned and every connection stays traceable at any time.
Your challenge
Time-consuming coordination between departments and finance
Product solution
Single source of truth: all stakeholders work from the same data — no redundant back-and-forth
Your challenge
Uncertainty around compliance and audits
Product solution
Audit-ready reporting: all relevant data is structured and accessible for internal and external reviews.
Your challenge
Difficulty planning cash flow
Product solution
Reliable planning data: detailed reports help you better understand and anticipate your payment flows.
Your challenge
No integration with existing ERP processes
Product solution
Seamless integration: COSMO ERP Advance Payment is natively embedded in Microsoft Dynamics 365 Business Central.

DACH Tax Logic for Advance Payment Built Into Business Central

With COSMO ERP Advance Payment, you meet DACH tax and regulatory requirements directly within Microsoft Dynamics 365 Business Central. Both cash-basis and accrual-basis taxation are fully supported — as are EC Sales List (ESL) reporting and proper period delimitation. 

Built-in reports and analytics give you the data you need for reconciliation and audits. The result: a consistent tax logic applied across your entire advance payment process — from the first deposit to the final invoice. 

Features: what's under the hood

1.

Flexible payment schedules and templates for sales and purchasing

Configure advance payment terms in minutes and tailor them to individual projects and orders.

2.

Fully integrated with Microsoft Dynamics 365 Business Central

Work directly within your existing environment — advance payment processes connect seamlessly to sales, purchasing, and financial accounting.

3.

Automated tax handling

built right in Cash-basis and accrual-basis taxation, as well as DACH-specific requirements, are applied automatically — no extra reconciliation needed.

4.

Multi-currency support including hedged exchange rates

Process international transactions with confidence and capture currency differences directly in the system.

5.

Extended document layouts with advance payment transparency

Advance payments are clearly itemized on invoices, making reconciliation significantly easier.

6.

Dedicated advance payment ledger entries and analytics

Every posting stays traceable at all times — structured and ready for controlling and period-end close.

7.

Automated settlement and correction functions

Process partial and final invoices, discounts, reversals, and rounding differences reliably within a single, continuous workflow.

8.

Correction and restore functions

Adjust postings, orders, and payment schedules precisely — without creating new transactions from scratch.

Curious? There are even more insights waiting for you here: DOWNLOAD FACTSHEET

Take a look - here's how the system works in practice

Enlarge Image
Sales payment schedule in Business Central with advance payment amounts and due dates
Sales payment schedule with customer details, amounts, and payment terms

Sales payment schedule with customer details, amounts, and payment terms

Advance Payment — Fully Integrated with Microsoft Dynamics 365 Business Central

COSMO ERP Advance Payment is natively integrated with Microsoft Dynamics 365 Business Central. All advance payment processes run directly within your ERP system — no standalone tools, no data silos, no media breaks. 

Centralized data management and connected workflows keep purchasing, sales, and financial accounting perfectly in sync. The result: seamless information flow, less coordination overhead, fewer errors, and a reliable foundation for your financial processes. 

book a consultation

COSMO CONSULT — Your Trusted Partner for Advance Payment in Business Central

With COSMO CONSULT, you're partnering with one of the world's leading Microsoft digital transformation specialists — with deep expertise in financial management and advance payment processes. 

We support you from initial analysis through implementation, training, and ongoing support — combining industry know-how with hands-on technical expertise. Our specialists ensure COSMO ERP Advance Payment integrates seamlessly into your existing workflows. 

And we stay by your side after go-live — with training, support, and continuous development. That means a solution that scales with your business and adapts to both your current and future requirements. 

book a consultation

Current awards

6x Microsoft Solutions Partner
Awarded Microsoft’s highest quality seal in all categories.

6x Microsoft Solutions Partner

Awarded Microsoft’s highest quality seal in all categories.

Ranked among the top 1% of Microsoft partners worldwide every year since 2014.

Microsoft Dynamics Inner Circle

Ranked among the top 1% of Microsoft partners worldwide every year since 2014.

Among the top 0.4% of all employers in Germany.

Top employer

Among the top 0.4% of all employers in Germany.

Leading data and analytics partner: 11× Leader, multiple #1 rankings, and a 100% recommendation rate.

BARC Study 2026

Leading data and analytics partner: 11× Leader, multiple #1 rankings, and a 100% recommendation rate.

Our Software is already being used successfully by these Companies

Frequently Asked Questions

Your Expert for COSMO ERP Advance Payment

Kay Hempel is your go-to contact for digital advance payment management with COSMO ERP Advance Payment. As a seasoned COSMO CONSULT consultant, he guides you from initial scoping to a successful go-live — with practical expertise and advice tailored to your business. Reach out today. 

talk to an expert

Kay Hempel

Lead Generation

Found what you were looking for?

Start your intelligent search now

COSMO ERP Advance Payment