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I have somes situations where a when I create a Sales order, I need to invoice 10% of the total at the begining of the sales 30% at the delivery of the equipments and 60% when everything is done.
Any idea how i can invoice only a percentage of the total of the sales order ?
Thanks for your help
Hi alzelus,
Have you tried making use of the payment schedule functionality? It does not especially look out for when a delivery is made and automatically create the invoice but it might be an option to get some prospective payment dates and the % fixed.
Alternatively, you could consider making use of the project module functionalities. They allow you specifying those payments and % as well but the module and the process flow might require some additional setup and way how you process sales orders.
Best regards,
Ludwig
Hi Alzelus,
Ludwig is correct here. The payment schedule would probably not your required solution as it will post the invoice itself for100%. It will then have multiple expected payment dates with certain amounts on the posted customer transaction.
The project module might be an alternative, but would have some more administrative work.
You can also consider a customization to meet your requirement.
Hello alzelus,
Have you tested using payment schedule and/or projects to get your issue fixed?
Would be great if you could let us know if you need any other information/help.
Hi
You can manually reduce quantities during invoicing. There is not a percentage base invoice process. Alternatively you can create a custom button to reduce based on percentage in sales order invoicing form.
Best regards
In such business cases, I always use Qty. Field as %.
Create 03 lines in sales order.
For example:
Milestone 01: Qty. 10
Milestone 02: Qty. 30
Milestone 03: Qty. 60
You can invoice each line based on work completion. Will that be possible workaround solution for you?
Sorry for the delay in responses.
I'm testing all of your proposition and the one that is the closest to what i need is this one.
The problem i have is that when i change the qantity at the time of invoicing i get the following error.
Financial updating quantity must have same sign in the posting unit and the inventory unit.
Can you tell if you changed the sign? Otherwise please check all remaining quantities. There might be a wrong update during a posting in the inventory quantity.
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