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Invoicing Inquiry

  • August 14, 2025
  • 3 replies
  • 58 views
A
Freshman I
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Hi All

Is there any feature or solution in Acumatica that allows for entry of an invoice amount before releasing it?

Maybe similar to how control quantites work in the shipments screen? The cashier would enter the amount on the invoice as a required action before the invoice can be released.

Also just a step futher, maybe enter the amount that the customer is paying with and calculate the change due as well? For example the invoice is $81 and the customer pays with $100, the cashier would enter the $100 and another field would automatically calculate the change due.

I know the last inquiry is pushing it and we may need to go down the customization road for all of it. But if there is anything out there for the basics of the inquiry, it’ll be a start.

Thanks

Amit

 

Best answer by jhouser

​@asingh I don't think there's a way to do this without creating a payment document. You can click Pay action from invoice to apply a payment, then the Balance field on invoice will update accordingly. 

You can also add a payment to the sales order before preparing the invoice, and when invoice is released payment is automatically applied. 

    3 replies

    jhouser
    Captain II
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    • jhouser
    • Captain II
    • August 18, 2025

    Hi ​@asingh If you go to Accounts Receivable Preferences screen and select checkbox Validate Document Totals on Entry, believe that should solve first question. 

    For your second question, what screen would this be happening on?

    Contract for hire: https://www.linkedin.com/in/jesse-houser-052817b6/
    meganfriesen37
    Chris Hackett
    A
    Freshman I
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    • asingh
    • Author
    • Freshman I
    • August 22, 2025

    Hi ​@jhouser thank you for reaching out. I’ll test your suggestion in our sandbox environment.

    For the second part, it would be happening on screen ID SO303000 (Invoices - from the Sales Orders Module).

    Thanks

    Amit

    jhouser
    Captain II
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    • jhouser
    • Captain II
    • Answer
    • August 22, 2025

    ​@asingh I don't think there's a way to do this without creating a payment document. You can click Pay action from invoice to apply a payment, then the Balance field on invoice will update accordingly. 

    You can also add a payment to the sales order before preparing the invoice, and when invoice is released payment is automatically applied. 

    Contract for hire: https://www.linkedin.com/in/jesse-houser-052817b6/
    Chris Hackett
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