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Small and medium business | Business Central, N...
Suggested Answer

Prepayment invoice on Sales Quotes

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Posted on by 2
Hi, how can i create a prepayment invoice on Slaes Quotes. Is there a possible to do that?
I have the same question (0)
  • Ramiz Profile Picture
    597 on at
    Hi,

    I dont think that you can do the Prepayment on Sales Quote. You either need to convert it to an invoice or an order to do the prepayment.

    Out of the box, with customization it might be possible.
  • cliffdani Profile Picture
    36 on at
    Its only possible in SO and SI. If you want to generate some document without any financial entries you can use Proforma Invoice but unfortunately it will have the full amount of the order/invoice.
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    22,287 Super User 2026 Season 1 on at
    In Business Central, creating a prepayment invoice directly from a Sales Quote isn't possible by default, as prepayments are typically managed on Sales Orders.
     
  • Suggested answer
    YUN ZHU Profile Picture
    99,805 Super User 2026 Season 1 on at
    If customized, it should be possible, but I personally don't recommend it.
    As other experts mentioned, please create a prepayment invoice after converting it into an order
     
    Thanks.
    ZHU
  • Suggested answer
    Valentin Castravet Profile Picture
    32,394 Super User 2026 Season 1 on at
    It's not possible and I wouldn't recommend it. You should first convert the quote to an order and then do the prepayment from there. 
     

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