My client has customers to whom we send a full pallet of stock, then invoice them for an agreed number of boxes per month over a set period, like 36 boxes per month over 3 months. They might also have different terms, such as billing them all at once, but then the first partial payment having different terms, the second partial payment having different terms again, and so on.
Is there a way in MYOB to do progressive billing so we can proceed with this?
Hi BettinaS,
This feature is not available in MYOB AccountRight or MYOB Business. In terms of possible workarounds, you could be looking if there are any third-party add-ons that allow for that function. You can see a full list of apps on our App Marketplace.
I hope this helps!
Regards,
Earl
Hi Earl,
Unfortunately, this isn't really of any help. We really need assistance with where to start looking for a workaround so we don't waste hours searching through apps. Any ideas of where to start?
Thanks!
Bettina
Hi BettinaS , an approach (that you may have already considered) is to create a sales order in MYOB for the full quantity, then invoice each quantity off that order, remembering to enter the balance as the back-order qty on each invoice (that qty is not filled in automatically, unfortunately). Each invoice can have its own terms. As you record each invoice a prompt will appear to tell you that a new order is being created for the balance.
The uninvoiced balance remains in your stock, which might need some care around stocktake times.
