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I can't seem to find the instruction for invoicing customer prepayment. Most of the time, we receive customer prepays and record the prepayments; but we don't invoice the customer for prepayments. Does anybody have the instruction such process? Thanks so much!
there is only a real prepayment function if you are using retail.
If you are not using retail, we can do it as follows:
1. Send Order Confirmation (if necessary duplicate Report and Change Label to proforma invoice)
2. Customer pays
3. Accounting Dept. books Payment to customers account
4. SO is invoiced then they have to settle payment with invoice
Hello Kim, Here is a nice blog post on customer prepayments
Thanks, Ludwig, for your response. I got this part. This is when the customer payment is received and applied. I was looking for a way to invoice the prepay to the customer. This is before the customer send us a prepay. Thanks
There is no standard functionality available for the creation of such a 'prepayment' invoice.
What you can do as a workaround is creating a service/dummy item or a sales category that you use for invoicing the customer.
If you make use of this workaround you have to ensure that that you add a negative line later on for the same service/dummy item or category that deducts the prepayment made.
This workaround requires, however, additional manual steps.
Thanks, Albrecht, for your response.
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