Finance | Project Operations, Human Resources, ...

Multiple Customer prepayment invoices

(5) Share

Report

Posted on by CU20080951-0

Hi all. Greetings!

In D365 F&O, is it possible to create multiple prepayment invoices for the same sales order?

For e.g., Sales order amount = 10,000. I am creating prepayment invoice 1 for 2000 ad posting it. Is it possible to create prepayment invoice 2 for 3000? (either after or before receiving customer payment).

Regards.

Categories:

Dynamics 365 Finance

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

CA Neeraj Kumar 5,099 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hi,

In the beginning, you can put 100% as prepayment, and while creating prepayment invoice you can define 2000 amount and post the invoice... Similarly next time you can keep 3000...both prepayment invoices will be available for payment. Then you can apply as required..

Note: I am telling the above process based on my testing regarding Purchase prepayment.. where multiple prepayments are supported.. Couldn't get chance to test customer prepayment side.

Regards,

Neeraj

Was this reply helpful? Yes No
CU20080951-0 24 on at

Like (0)

Report
Copy link

Link copied!

Hi, Neeraj Kumar. Thank you for your response.

Once I post a prepayment invoice 1 for 2000, I am unable to add another prepayment invoice / make any changes to the invoice (i.e. make it 3000).

Am I missing something in your guidance?

Was this reply helpful? Yes No
Mustafa Omerbegović 1,477 Moderator on at

Like (2)

Report
Copy link

Link copied!

Hi @CA Neeraj Kumar

The form for creating and editing prepayment invoices for customer prepayments is different from the one for purchase orders.
When there is a need to add more prepayment invoices for the PO, then we will just generate the number of prepayment invoices that we need, but when we are working with SO, we do not have the option to generate a prepayment invoice. There is a new form that will open after we make a prepayment proposal.
Whenever we open this form, there will be only one prepayment invoice, and I don't see any way to create/generate a new prepayment invoice, or to change this screen to some potentially other prepayment invoice linked to the same sales order.
Also, there is no explanation or even mention of multiple prepayment invoices in the documentation, but I also think that there should be an option for posting multiple customer invoices for one sales order.
Also, there is no explanation or even mention of multiple prepayment invoices in the documentation, but I also think that there should be option for posting multiple customer invoices for one sales order.

Create customer prepayment invoices - Finance | Dynamics 365 | Microsoft Learn

If anyone knows a workaround or solution for this case, I will also be glad to hear that.

Greetings

Was this reply helpful? Yes No