Advance or partial invoice
Choose a flow
Situation
The customer pays in parts.
Recommendation
One-off work: Invoice part of a Service Order line quantity; fixed price: Invoice per Milestone.
Why
Invoicing from the source document keeps the remainder right; never invoice by hand in Finance and reconcile later.
Steps
- Identify the billing model.
- One-off: pick a partial quantity on the Service Order line.
- Fixed price: invoice the completed Milestone.
Avoid
- Invoice by hand in Finance and reconcile later.
Roles & permissions
Service coordinator / Service Management manager.