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Hi folks,
I can issue Prepayment invoices to customers fine - however the accounts department wants to show the prepayment received on the final invoice.
Essentially, prepayments are used for 50% deposit in this firm
The final invoice should show the full invoice details, payment already received, and then the balance owed.
Is there an easy way to achieve this, or is a custom sales invoice report required?
Cheers,
Hamish
If you are serious about reports I'd seriously suggest ForNAV. We use them and have customised to do this without any coding and picture perfect. We also in our PTE show a starts view of prepayments showing if one is required, been created, been paid all from original sales line. It's all possible just not trivial.
Thnakyou, do try and let me know how it goes. If it helps, do mark the above answer as verified so it helps other community members too and closes this thread.
Thanks for the incredibly speedy response Rahul. I'll get a custom report created, and try out the prepayment lines too.
Seems to me a custom report designed to show all the above parameters may be the most optimum way out.
P.S.: Let's say you posted an invoice A with 50% prepayment. When you process the final invoice, a GL Line will show up in the final invoice, which will subtract the prepayment invoice's amount from your final invoice. To the best of my understanding when you print this final invoice, you should be able to see 2 lines, one with the original amount, second GL line with the prepayment amount deducted from the total. Check if this print works for you. If it doesn't get it customized
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