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How to "Invoice" prepayments on a Service Order?

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Posted on by ERPlatanos

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I see Prepayments are typically done on Purchase and Sales orders, where you can designate the percentage on a customer's Prepayment field, but I don't see prepayment options for Service Orders.

We can partially invoice the customer on service lines, but is there a way to simply invoice the customer X% of a Service Order quote?

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Valentin Castravet 24,995 Super User 2024 Season 2 on at

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How to "Invoice" prepayments on a Service Order?

You're correct - the prepayments functionality only works on sales and purchase documents in your accounting system. Unfortunately, service orders don't have this feature built-in. Your solution works, or you can have a separate service order line that's a GL account for the prepayment amount as an alternative.

Additionally, there is a "prepaid" function on service contracts, but that may not be exactly what you're looking for in this case.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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