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Customer experience | Sales, Customer Insights,...

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Partial Payment Invoice - Sales Hub

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Posted on by EBMRay

905

Hello,

How can we set up partial payments for the customer on the Invoice entity in the Sales module?

Example: First payment 25% as deposit, 50% after 1st phase of development, 25% upon delivery.

Do we have something as OOB or do we need to do some customization? If it is a customization, could you please suggest a solution?

Any help is highly appreciated.

Best regards,
EBMRay

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EBMRay 905 on at

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Any help regarding this topic?

Thank you,

EBMRay

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imjustdave 10 on at

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I have the same Q as the OP ... reviewing the documents prior to trying a trial. Are you saying yes you can just list it as a partial payment on the sales hub section. so convert a quote to sales and go from there?

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