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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Service Management - S...
Small and medium business | Business Central, N...
Suggested Answer

Service Management - Service Order Prepayment Invoice

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Posted on by Samantha73 3,255
Hi All
Using Service module in BC I cannot see how we can create prepayment invoice on the service order with a native link similar to sales order standard process. Am I missing something? What is the workflow here? Thanks
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  • Suggested answer
    Mustafa Omerbegović Profile Picture
    Mustafa Omerbegović 1,473 Super User 2025 Season 2 on at
    Hello Samantha,
     
    posting prepayment invoices through a Service Order is not available by default, unlike the functionality we have for Sales/Purchase Orders and you will need to customize Service Order processing if it is a critical need for your organization.
     
    You can use a Sales Order and post the prepayment invoice through the Sales Order using standard Business Central processes and then link it to the Service Order when finalizing the service.

    Greetings

  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 31,481 Super User 2025 Season 2 on at
    Unfortunately, service orders don't have the prepayments feature built-in. In addition to what was already mentioned, you can partially invoice the service line, or you can have a separate service order line that's a GL account for the prepayment amount. Additionally, there is a "prepaid" function on service contracts, but that may not be exactly what you're looking for in this case.
     
    You can also submit this as an idea to Microsoft - Categories (dynamics.com)
     

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