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Service Management - Service Order Prepayment Invoice

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Posted on by Samantha73

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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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Mustafa Omerbegović 1,477 Moderator on at

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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

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Valentin Castravet 32,796 Super User 2026 Season 1 on at

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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)

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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