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The first 3 steps are similar to the first scenario, follow those steps.
To settle the advance energy cost, activate the setting Settle the invoice with your deposit, that will add the specific settle add-on to the new generated energy invoice reservation, along with the consumed energy.
Next points are also similar to the first scenario, follow those steps.
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How to create a new linked invoice reservation, manually 
Development in progress
Open the yearround reservation wherefore you want to create a linked invoice reservation.
Go to tab linked reservations
Find the new button allowing you to start a new linked invoice reservation
Follow the flow to create the invoice reservation