We sell a build-to-order product with 8 weeks lead time. We require a minimum 20% down payment (exceptions occur, so we must account for variations from 20%) of the full sale price before we begin the build. Here is the desired workflow:
- Create Sales Order with full price of product
- Invoice 20% of the Sales Order amount
- Customer pays down payment invoice via email pay (secure portal 3rd party)
- Apply as a Payment/Prepayment on the Sales Order
- The Payment/Prepayment automatically applies to the final invoice at end of the build
The problem is that I cannot create a down payment invoice for the 20% linked to the Sales Order. I can send the Sales Order form with an email pay link on it, but it will be for the full amount. We can tell our customer to only pay a certain amount, but the customer will have to manually modify the amount (because the payment amount for the customer will default to the full sale price).
Is there a workflow to handle down payment invoices?
Best answer by meganfriesen37
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