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Invoicing Customer Deposit

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Posted on by CU11091437-0

I need to invoice a customer for a 50% deposit on a sales order. I understand that there is a Prepayment process for customers, but it doesn't generate from a sales order.

Why can't I generate this type of prepayment invoice form the sales order directly? I believe this is a standard business practice and the PO/procurement module has the ability to generate prepayment invoices against PO's so it seems logical that I could do this for my customers on sales orders.

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Kevin Xia Microsoft Employee on at

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Hi,

As for what you said about generating customer prepayment invoices from SO, I found a blog here that can meet your needs: exploredynamics365.home.blog. In this blog we will talk about different ways of advance payments in D365. Here are possible scenario’s which the article will be talking, the first is the advance payment invoice for PO that you mentioned, and the second is the advance payment invoice for SO. Unlike vendor prepayment, customer does not have extensive prepayment feature, but one can tag Sales order in advance payment.

Best regards,

Kevin

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saurabh bharti 15,039 Moderator on at

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Hi,

There was a process of adding prepayment on on sales order but that has been removed now but that process also never allowed you to have invoice generating.

So, as of now there is no process to generate invoice for advance.

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Bharath jain 1,443 Super User 2025 Season 2 on at

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Hi,

This feature is available in Poland localization. You can ask your technical team to extend this functionality.

This feature allows you to create advance invoice from sales order.

Regards,

Bharath Jain

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