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Single Sales Order Invoice to two Customers

  • July 10, 2025
  • 3 replies
  • 76 views
D
Varsity I
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Hello Community,

I'm trying to meet a requirement and expect your ideas here.

I have a scenario which is the sales order needs to be invoiced to tow customers. 

Ex : The company sells motor vehicles. The invoices are raised to the end customer and also the leasing company when customer pays a part of the amount and the rest is paid by the leasing company.

The credits should be able to follow up (AR Aging)  and checked against both customers. 

Can you let me know how in Acumatica this is feasible. 

 

Thank you,

Dulanjana

Best answer by variuxDavidE

One idea would be Parent / Child relationships. You could setup the leasing company as the parent and then the end customer as the child. You would then be able to send the invoice to the end customer, let them send in payment for their portion, then potential generate an updated invoice for the parent leasing company. This could work because parent companies have the ability to make payments to their child AR if you consolidate balances (not certain this is required).

Here is a test I ran on my system:

 

 

 

Then the final balance is paid by the Leasing Parent company:

 

I think it would take some customization of invoice forms and workflows to get invoice to send to the parent company, but it seems feasible. 

Thanks,

3 replies

variuxDavidE
Varsity I
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  • variuxDavidE
  • Varsity I
  • Answer
  • July 13, 2025

One idea would be Parent / Child relationships. You could setup the leasing company as the parent and then the end customer as the child. You would then be able to send the invoice to the end customer, let them send in payment for their portion, then potential generate an updated invoice for the parent leasing company. This could work because parent companies have the ability to make payments to their child AR if you consolidate balances (not certain this is required).

Here is a test I ran on my system:

 

 

 

Then the final balance is paid by the Leasing Parent company:

 

I think it would take some customization of invoice forms and workflows to get invoice to send to the parent company, but it seems feasible. 

Thanks,

- David Edmonson, Variux.com, Acumatica and Ecommerce Project Management and Turnarounds
Chris Hackett
D
D
Varsity I
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Hi ​@variuxDavidE ,

Thank you for taking time to look into the concern 😊.

Your proposed method seems sound and practical. But I'm left with one concern which I think important to address. 

Assume a situation that we need to follow up the credit from customers. In such a scenario, I should be able to identify what is due from each customer as in from leasing company and also from the end customer. Do you see a way we can achieve above with this approach?

Thank you,

Dulanjana

Chris Hackett
variuxDavidE
Varsity I
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  • variuxDavidE
  • Varsity I
  • July 13, 2025

I would need some more details. If you map it out and test the concept in more detail I could help more. 

- David Edmonson, Variux.com, Acumatica and Ecommerce Project Management and Turnarounds
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