Invoicing in stages
Choose a flow
Situation
One order is billed several times.
Recommendation
Invoice from the Sales Order/Delivery Order selecting part of the lines; the rest stays for later.
Why
Each Invoice takes only what remains and draft children also hold remaining quantity, so stages never exceed the order.
Steps
- Open the Sales Order or Delivery Order.
- Create an Invoice with this stage’s lines and quantities.
- Send it.
- Repeat for the next stage.
Avoid
- Type stage invoices by hand in Finance.
Roles & permissions
Sales accountant.