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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Prepayment Invoices fr...
Small and medium business | Business Central, N...
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Prepayment Invoices from Sales Orders - Revise Final Invoice Amt

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Posted on by ML-16052055-0 17
Hello Friends!
 
We are a service business providing equipment and labor for live events. We require a deposit be paid in advance for most orders, most of the time 50%. We do not use the shipping functionality in BC.
 
When preparing the deposit invoice, I have been using Sales Orders with the Prepayment functionality. I enter the Sales Order line items and post the prepayment invoice and when the customer pays the deposit (prepayment amount), I apply to payment to the prepayment invoice. So far, so good. The issue I'm having is the best way to prepare the final invoice. In most cases, the final invoice has changed from the orginial Sales Order with different line item amounts. I have not been able to figure out how to change the sales order amounts to prepare the final invoice.
 
I hope someone has come across this before and can assist.
 
Thank you!!
 
Mark L
Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
Dynamics 365 Business Central
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,913 Super User 2024 Season 2 on at
    Prepayment Invoices from Sales Orders - Revise Final Invoice Amt
    As far as I know the Unit Price can't be adjusted up or down once the prepayment invoice is posted. In the NA localization at least. 
     
     
    Valentin Castravet
    Zander ERP Services
  • Suggested answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 3,960 Super User 2024 Season 2 on at
    Prepayment Invoices from Sales Orders - Revise Final Invoice Amt
    If there is a Prepayment invoice posted, You can still re-open order and adjust the Unit Price, but it cannot be lower than the Prepaid amount. 
    So if You have unit price of 150$, and You post a prepayment of 50%, then You can re-open, adjust the price - where minimum is 75$, and then post the final invoice for remaining amount.
  • Verified answer
    VC-29041637-0 Profile Picture
    VC-29041637-0 112 Moderator on at
    Prepayment Invoices from Sales Orders - Revise Final Invoice Amt
    Its not possible out of the box. Once a line has a posted prepayment invoice attached to it, the system will not allow modifying the unit price. Here are all the options I can think of:
     
     
    1.  post a credit memo against the posted prepayment invoice, this way you can modify the original sales order line, and re-post the prepayment - it works but not recommended since the posted prepayment invoice is already closed/paid. You'll have to unapply the payment from the posted prepayment invoice, re-apply it again to the new prepayment invoice. 
    2.  customize the prepayment functionality, or get a third party app such as Progress Payment Invoicing (microsoft.com)
    3.  Are you using inventory items or G/L Accounts on your sales orders? If it's G/L Accounts you could have a separate line for the prepayment amount, and invoice this line regularly, rather than using prepayments. Or you could use a prepayment invoice for 100% of the line amount. This way your other lines on the order could be modified as needed on the order
    4. You could expand option 3 by using the Jobs Module. In the job module you would create a job for each event and have prepayment planning lines + billing lines for the final amount. Each line would be separate so they could be modified as needed
     
    Valentin Castravet
    Zander ERP Services
  • gdrenteria Profile Picture
    gdrenteria 12,831 Most Valuable Professional on at
    Prepayment Invoices from Sales Orders - Revise Final Invoice Amt

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