Forum Discussion

jodycrown's avatar
jodycrown
User
2 years ago

Invoicing for part payments

Hi

 

Our invoicing system needs to change to be able to invoice our customers correctly and get them to pay part payments. I am wondering if there is any way to do a sales invoice that includes the total amount of the sale but with only requesting a part payment with a specific due date. We need to do this for different stages of job completions, we can't have them on seperate invoices as this will be extremely confusing and may result in our clients thinking that the part payment is the full payment. This is for standard invoicing (emailed to client from myob) and not online invoices. 

 

Hopefully this makes sense, Thanks in advance!

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  • SamaraM's avatar
    SamaraM
    Former Staff
    2 years ago

    Hi jodycrown 

     

    Welcome to the Community Forum. Currently, when choosing the payment terms on an invoice, it only allows for one date to be set as the due date, not multiple dates.


    If you do have an invoice that requires multiple payments at different times, these would need to be recorded as multiple invoices within AccountRight and sent to the client as multiple invoices so payment can be made individually on those invoices.

     

    If you would like to give your customers a list of each payment rather than sending them as separate invoices, you could instead send them a Customer Statement which might make it less confusing.

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.