Partner Zone

Share your ideas for improving the new AccountRight. Vote on ideas and discuss them with the MYOB product development team.

Product Ideas

Sales: Convert only certain lines to a service invoice

Cover User

6Posts

11Kudos

0Solutions

6 Posts
Cover User

Hi

 

We are a consultancy and have quotes that have several items on them. We would like to be able to invoice only certain line items as we complete them.

 

Regards,


"Partially receipt goods against a service purchase order."

Current Status: Open
Last Changed: October 2013

Would anyone else like to see professional and service quotes partially invoiced? If so please vote for this idea.

5 Comments
Liam_M
3,488 Posts
Former Staff
Thanks for the suggestion RM-Imec. When changing a quote to an order, you can put some of the items into the 'back-ordered' column. This would create a back-order from those items. This would be separate to the quote. Would this suite your purposes, or do you need the remaining items to stay as a quote, rather than become an order?
rm-imec
6 Posts
Cover User

Is the back-ordered items just for physical items, I create professional/service invoices/quotes.

Liam_M
3,488 Posts
Former Staff

Hello rm-imec. Yes the back-ordered field is for physical items only. It won't work for professional or service sales. If that's what you need, we'll set this idea to under consideration, and see if other users would like to see that as well.

Liam_M
3,488 Posts
Former Staff
Would anyone else like to see professional and service quotes partially invoiced? If so please vote for this idea.
GDK
Super Partner
680 Posts
Super Partner

This is good idea as many service firms will quote for a full job only may issue paritial invoice as progress payments. Can the time billing function work as aworkaround?