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Prepayment made - show payment on final invoice?

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Posted on by 37

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

  • RustyAustralis Profile Picture
    RustyAustralis 198 on at
    RE: Prepayment made - show payment on final invoice?

    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.

  • NAV_with_Narang Profile Picture
    NAV_with_Narang 2,236 Super User 2024 Season 1 on at
    RE: Prepayment made - show payment on final invoice?

    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.

  • Hamish Duff Profile Picture
    Hamish Duff 37 on at
    RE: Prepayment made - show payment on final invoice?

    Thanks for the incredibly speedy response Rahul. I'll get a custom report created, and try out the prepayment lines too.

  • Suggested answer
    NAV_with_Narang Profile Picture
    NAV_with_Narang 2,236 Super User 2024 Season 1 on at
    RE: Prepayment made - show payment on final invoice?

    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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