Invoicing only part of a Customer Order

Question

We want to invoice ony selected lines of an order, and leave the remaining lines on the order, until a job is finished.

Basically we want to invoice fa customer for a deposit on a job, but leave the raw materials/spare parts on the order, until the job is completed. A copy of the order is sent to the factory for production instructions. When the finished goods are completed we want to invoice the rest of the order, to take the finished goods out of stock, and apply their costs to the job. The balance of the quoted job should show on the invoice., however we want to hide the finished goods from the invoice.

Is there a way of doing this?

isaiah_c · Answer

Hi Suzanne_H,
&nbsp;
It doesn't allow partial invoicing directly from a single sales order. If you want to invoice specific items, you can create separate orders for each part of the job. This way, you can invoice each order individually as needed.
&nbsp;
Regards,
Sai&nbsp;

albare · Answer

Not sure this may help however...if you create the initial entry as a sales Order instead and save.

When time comes open the Order and click the "Invoice" button at the bottom of the window.

You then edit the "Ship" quantity and "Backorder" quantity where "Ship" refers to what you wish to charge the client now and "Backorder" quantity refers to what still remains to be completed.

When you click save, you create an active invoice with a balance owing only for the items showing a Ship quantity and a new Order created that will appear in the Sales - Orders Window.

The only issue I see is that the active invoice when printed will list all the items you wish to bill and under a "Backordered" heading within the same document you will have a list of the items that are in the Order plus pricing.

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Invoicing only part of a Customer Order

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