Invoice from Sales Order before Packing Slip posting

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Posted on by Community Member

Hello,

Is there any possibility of generating the invoice from a SO, before doing the pick and pack process (before the SO is in "delivered" status)?

I need it for payments in advance. Our clients want the final invoice before they issue a payment in advance.

Using the proforma functionality is not a solution here, since from a legal point of view (it has been explained to me) it doesn't generate any accounting entries.

Also, I am aware of the prepayment functionality in the customer payment journal and how to link it with a SO. This is not the issue here.

Many thanks!

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André Arnaud de Cal... 301,132 Super User 2025 Season 2 on at

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Hi D73,

Have a look at the next blog how to register pre-payments. This is not generating an invoice for it. www.loganconsulting.com/.../

If you need a pre-payment invoice, you can use the free-text invoices as work-around. But then you also have to credit this amount via another free-text invoice or negative line on the sales order.

The architecture of inventory updates is not allowing you to first invoice and later physically post the goods.

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MATTGUO 22,349 Moderator on at

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Hello D73,

Sales order prepayment invoice is not the standard feature, and an idea needs you to vote: experience.dynamics.com/.../

Or accept André's suggestion, send free text invoice and then write it off if your local law allows this operation.

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Community Member on at

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Thank you André and Mattguo for suggestions!

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