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
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
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