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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Need to Invoice before...
Finance | Project Operations, Human Resources, ...
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Need to Invoice before shipping order

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Posted on by KateG 682
I need a way I can invoice, and have the customer pay the invoice before shipping the product. It is not a "prepayment" in that the product will have been produced. As soon as it is produced, it needs to be invoiced but may not ship for several weeks. When the customer is ready with the address to ship to, the product will not be invoiced "again". 
 
Any thoughts are appreciated.
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  • KateG Profile Picture
    KateG 682 on at
    Need to Invoice before shipping order
    Thanks all. I knew there most likely had to be a customization but was hoping someone might have thought of a way out of the box. Retail has some functionality that could be utilized but no matter what, customization would have to be made. Thanks again.
  • Ramit Paul Profile Picture
    Ramit Paul 22,797 Most Valuable Professional on at
    Need to Invoice before shipping order
    Hi,
     
    After invoicing you cant go back and post packing slip as per design.
     
     
  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,615 Super User 2025 Season 2 on at
    Need to Invoice before shipping order
    Point 3 will be the biggest challenge in my mind.  How do you pick/pack an order after it's been invoiced? I think you're looking at some sort of customization.
  • KateG Profile Picture
    KateG 682 on at
    Need to Invoice before shipping order
     
    1. Who holds title to the product before it ships?
    Technically the customer who was invoiced. In my mind it had become consignment inventory but no more billing will occur. It will just be shipped.
     
    2. Is there an agreement in place with the customer to invoice prior to shipping?  GAAP used to require this to recognize the revenue when a product is "shipped in place".  Not sure if it still does.
    yes, there is an agreement
     
    3. Will the product be picked and packed before or after it's invoiced?
    It is picked and packed for shipment AFTER the invoice. 
     
     
  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,615 Super User 2025 Season 2 on at
    Need to Invoice before shipping order
    There are a number of considerations with this scenario.
     
    1. Who holds title to the product before it ships?
    2. Is there an agreement in place with the customer to invoice prior to shipping?  GAAP used to require this to recognize the revenue when a product is "shipped in place".  Not sure if it still does.
    3. Will the product be picked and packed before or after it's invoiced?

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