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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Percentage completed i...
Small and medium business | Business Central, N...
Suggested Answer

Percentage completed invoicing

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Posted on by lmoseley66 20

I'm looking for help billing a customer on a percentage of completion. We will bill a customer at 30%, 50%. 90% and 100%. Currently we are not putting the invoiced amount against the order because we would have to ship the item to the customer and if we do that then when the item is actually shipped there is nothing left on the order. 

Does anyone know what options are available in Nav 2017 to do this type of invoicing?

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  • Suggested answer
    CarmenNunes Profile Picture
    CarmenNunes on at

    Hello,

    If I fully understand the case you are presenting, it looks that you want to perform a Sales Invoice split in different % but only at the end you will really ship the goods to your customer.

    If it's the case you can create a Sales Order with 1 quantity  and the total amount and during the time that you are doing part of the work bill the customer with different %s (you need to enter those % at Sales Order Line - Prepayment %) and proceed the process posting with a Prepayment Invoice (available at Post functions).

    Once you post Prepayment Invoice your Sales Order will remain with quantity (which means no goods has been shipped) and will be displayed as Prepayment Invoice (status field), you are able to perform so many Prepayment Invoices as you need and when you finally want to process the Final Invoice you will post Sales Order (Selecting Ship & Invoice)  like you use to do when processing a Sales Order with no partial bills splits.

    Hope it helps you.

  • Suggested answer
    JAngle Profile Picture
    JAngle 133 on at

    Part billing is usually done in the jobs module. You can devise a billing schedule and then choose the lines you bill. Limiting factor being it doesn't handle shipping. It can do inventory mgt. but just to reflect you have consume an item as part of the job.

    However based on what you're saying you could just do the sales order for shipping after the other invoicing has been completed.

    Failing that have a look at a blanket sales order. Have lines for the different aspects and call them off as needed. This will create separate sales orders which can be shipped and invoiced as they fall into the queue.

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