Progress Payments?

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Posted on by Rasmus

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Hi,

How would you set up progress payments for purchase orders and/or sales orders in Business Central?

For instance you might want to pay 20% before production, another 20% at milestone 1 and the rest after milestone 2. Or the other way around if you are selling.

I don't really want to pay or get paid any specific line or amount.

Prepayment invoices?

It might be easier using the project module but if you did use it or did not use it...

Pretty much like this app
https://www.youtube.com/watch?v=qcdDU9Ijo2s

Thanks :)

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Dynamics 365 Business Central

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Ben Baxter 6,142 Super User 2025 Season 2 on at

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Progress Payments?

The video is highlighting a Customization or Extension to Business Central, that functionality does not exist in the out-of-the-box version.

As you mentioned, using the Jobs module is the best way to achieve Milestone Billing on the Sales Side, as it will allow you to do multiple invoices against a single project. The Prepayment functionality is limited to a single prepayment against a Sales Order.

The Vendor side could be handled by a single PO (at least partially received) using multiple Purchase Invoices connected using the Get Receipt Lines. If your PO Quantity is 1, hopefully it is a service (Resource, G/L, or Non-Inventory Item) so you can receive .2 against the PO and then process the invoice against that receipt.

Linking the PO to the Job would allow you to see the progress of the project over time, costs vs revenue to date, etc.

Best Regards,

Ben Baxter

Accent Software Inc

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