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Sales: Progressive Invoicing - billing partial amount (%) of invoice

vhr
Cover User

2Posts

64Kudos

0Solutions

2 Posts
Cover User
Australia

- We have just
converted over to MYOB from Quickbooks. We are disapointed with the
quote/convert to invoice system. In Quickbooks we could convert a % of the
quote or certain items on the quote. We could then go back in at a later date
and invoice the amount remaining from the quote to be invoiced. We also use
rather long descriptions in our study descriptions and MYOB does not allow
enough characters for this in the description box. These are quite basic
functions offered by Quickbooks and I believe should be in MYOB. I am sure many
businesses would want a % payment prior to starting a job?

 

"% invoices - progressive invoicing"

Current Status: Under consideration

Last Changed: October 2013

Thanks 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.

59 Comments
ltel
1 Post
Cover User

There is a need to be able to record progress payments and print updated invoicing - within AccountRight Premier. This is a basic task!!!

 

I.e. 10% deposit, 50% on materials delivery, 20% on labour completion, 20% on completion of job.

MYOB Moderator Steven_M
23,584 Posts
MYOB Moderator

Hi @ltel

 

Thank you for your feedback in regards to AccountRight and ability to do process payments.

I have merged your idea with this one already included on the AccountRight Idea Exchange.

CGW
1 Post
Cover User

I am surprised that progress billing is not available in AccountRight LIve, this is a request that more of my clients are asking for and the work arounds available are not really a suitable solution. Therefore, currently I have one of my clients looking for a different software solution because the progress billing invoice feature is not available in MYOB AccountRight LIve.

Daniel_Westray
1 Post
Cover User

Any updates on this by MYOB? as I am having the same issues

NGA-forum
5 Posts
Cover User

Is it possible to create invoices that charge a client a percentage of a fee.  For example

 

Fee $10,000

Amount complete 50%

Amount invoiced previously $2,000

This invoice $3,000

Experienced Cover User Utopia
21 Posts
Experienced Cover User

This would be an ideal feature, we are a building company and we send progress payments as the job progresses.  Would be so much easier to input all the progresses & and invoice the client as we require.  This feature would strongly help our company, and I don't have another ledger to rely upon!

 

Experienced Cover User kl_vision
51 Posts
Experienced Cover User

Can we please have an option for part-payment invoicing? By which I mean I have a total job value displayed on the page, and I have invoice for a deposit value. For example a 10 % deposit and then a 40% progression payment. I would love if I could do this all in the one invoice instead of setting up multiple invoices.

Experienced Cover User kl_vision
51 Posts
Experienced Cover User

Yes, yes yes please!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Experienced Cover User CharmaineG
23 Posts
Experienced Cover User

Yes I agree. It's very time consuming to raise multiple invoices for the one job.

H_R_V
1 Post
Cover User

MYOB needs to change the functionality of invoicing to include being able to invoice a client for a part payment of an invoice. For example, where the invoiced amount is paid over the course of 3 payments. This is instead of having multiple lines on the invoice showing this, or putting in the comments the part payment required. This will make it so much easier for the client to understand also