Hi All,
When a sales order is created and turned into an invoice, there are no options of invoicing part of the order.
Example
Order for $2,000 is entered into the system. We then want to invoice $1,000 in Feb. After this transaction, the order remains open with a balance of $1,000. We then invoice the balance of $1,000 in Mar.
Currently, when you enter the order and turn it into an invoice, the order automatically changes to the invoice amount and then closes instead of remaining open with the balance.
Is this something you could look at incorporating into the system?
Cheers
- PHalls11 years agoPartner
You can do this using the Items Layout. You may need to play around with the Items List to make it suit your billing schedule.
It depends on what it is you are selling - you would need to break down your $2,000 order into 2 items costing $1,000 each. You would then create an order for 2 of these items, but when changing the order to a Bill, change the SHIP quantity to 1, and the BackOrder quantity to 1. This will create the sale, but will also retain an order of $1,000.
- KelH11 years agoCover User
Thanks, but this will not work.
Our customer's payment arrangements vary per job. For example:
We bill for three different services, therefore, we create an order for this. Depending on how much work has been completed, we may then bill 10% of the total fee one month and 40% the next and so on until the order/service is complete.
When we tried using the item order/invoice using the above as an example, the balancing of the order was not correct. This just converted to the invoice amount.
Also, we don't like the idea of having to use an item invoice whereby we need to use quantities per service provided.
- PHalls11 years agoPartner
Then it may be best to draft the full invoice and save it as recurring. Enter the full details of the invoice as a header. Then have a line entry below that stating "Progress Payment required by (date) and enter the amount for the month you are billing.
Then, each month, record the recurring invoice, changing the amounts due until its paid in full. You could record the recurring invoices in advance to ensure they don't get forgotten, and simply forward to the customer when they fall due
- KelH11 years agoCover User
Thanks. The only problem with this is that we won't have a record/report showing what orders are open and balances owing.
- PHalls11 years agoPartner
If you record the invoices in advance, you could print out the Sales Ledger, using a future end date to show what has been recorded. Also, check the reports available in the Sales Tab - you can print a Customer Ledger which will tell you what has been invoiced and paid for specific customers.
And if you assign a job number to each sale, there are a few different reports you can run in the Accounts/Jobs tab that may help.
None of it ideal, of course!
- Matthew_W11 years agoMYOB StaffStatus changed:NewtoOpenThanks for your suggestion and its great to see the workarounds being suggested. We're certainly happy to look into adding options like this, other users that would like to see the option of automatically creating a partial Invoice for an Order please remember to vote on this idea.
- ASWatCR11 years agoPartner
The use of progress payments is very common in businesses, so it would be great to see myob incorporate this sort of functionality.
- Plasticman11 years agoContributing Cover User
We have this problem too, however we keep the order as an "order" and change cusomise the invoice so that it prints as an "invoice". This allows us the option to supply an invoice with line items and payment dates for each instalment. Even though it remains on our system as an order, it appears on paper as an invoice for the customer purpose. This avoids paying the GST and PAYG liability prematurely or until the invoice is fully paid.
When chasing up overdue payments, we include orders in the listing.
- GASCOIGNE11 years agoExperienced Cover User
We entered majority of our sales as orders on deposit, then converted to invoices once the goods ready to be delivered. And we have alot of orders to enter everyday.
Our problem currently is, firstly, we have to go back to command centre after entering each sale, to be able to enter the next order. It's taking a lot more time to go through all orders everyday. Usually a pop up 'error' stopping us finishing the order or, secondly, the transations being submitted twice creating a double-up entries, same happened to purchases recently.
Is there a way to fix the problems, its been two years since we converted to version 2012 and the problems still existing. Please help to make our every day work easier as the old version if possible.
Regards
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