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Hello
We require prepayments from customers regularly and normally we send out pro-forma invoices based on the sales order. I have a customer that wants a proper tax invoice. We have not yet purchased the underlying inventory, so the stock balance is nil. How can I invoice a sales order without posting to inventory? I want to invoice the full sales order now and then post the delivery later to create the cost of sales entry. I am unable to do so with current settings. Pick & pack happens automatically as soon as a sales invoice is issued.
Thanks!
Hi,
System can not post sales invoice before the line item is issued.
The pro-forma invoice also provides the tax.
Unfortunately they will not process an invoice without an invoice number. That’s what I meant by tax invoice.
Hi
You can use "physical negative stock" on the item model group and sell your items without stock. this transaction will post inventory, of course, but you will be able to sell it.
Best Regards.
Thank you. I thought of that but how does the proper cost of sales posting get made using weighted average once we actually deliver the product? I allowed the negative inventory posting and then purchased the product from the vendor and received it but no cost of sales entry happens. Under normal circumstances cost of sales posts as soon as you invoice.
After recalculating or closing stock, the system will post cost adjustment. cost on the invoice is not final cost.
Hello macbeth,
Can't you use a 'prepayment dummy item' to create the prepayment invoice for your customer?
Once you have all items and invoice them you can deduct the prepayment dummy item and the invoiced amount from the final invoice.
Best regards,
Ludwig
I think that is what I’ll probably do. I felt maybe I was missing something as it seems like a pretty basic requirement. Lots of companies won’t process pro-forma invoices. We should be able to separate the invoicing from the delivery.
Thank you
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