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Question

Include SO# & Customer Ref. Nbr on Multiple Installment Invoices

  • January 5, 2026
  • 2 replies
  • 20 views
J
Jr Varsity III
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Hello! Is there any way to include the Sales Order info on the installment invoices?

I’ve heard feedback from our Accounting Team and many of them express that their customers have a hard time processing the installment invoices since they do not have any detail outside of just the description saying “Multiple Installment Split” and no relevant Sales Order data is present on the form. This further delays payment as there needs to be lots of correspondence and deliberation when it comes to finding which parent invoice the installment invoice is connected to and then further, which Sales Order the parent invoice is connected to.

 

The feedback I've received is that due to the business being an engineer-to-order manufacturing business, most Sales Orders primarily have installment terms. And without any connection to the Sales Orders, it seems to just communicate, “Hey Customer X you owe us Y dollars on this due date” without any backing information from our end as to what the invoice is for and which the money is going to.

 

Anything helps, thank you!

2 replies

nickcerri32
Semi-Pro II
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  • nickcerri32
  • Semi-Pro II
  • January 6, 2026

​@jdunmire are you referring to the AR641000 (Invoice/Memo) report?  You can update the schema by joining SOOrder to ARTran, since ARTran includes the OrderType and OrderNbr fields.  Then you could bring in the SO information on the line or in the header section.

 

You could also send the customer the Sales Order invoice (SO303000) instead of the AR Invoice.  The SO Invoice already includes some SO information, and the report would be easier to add the SO description to.  

 

Nick - If we helped give us a Like. If we answered your question, select the Best Answer option.
    J
    Jr Varsity III
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    • jdunmire
    • Author
    • Jr Varsity III
    • January 6, 2026

    ​@jdunmire are you referring to the AR641000 (Invoice/Memo) report?  You can update the schema by joining SOOrder to ARTran, since ARTran includes the OrderType and OrderNbr fields.  Then you could bring in the SO information on the line or in the header section.

     

    You could also send the customer the Sales Order invoice (SO303000) instead of the AR Invoice.  The SO Invoice already includes some SO information, and the report would be easier to add the SO description to.  

     

    Hey Nick, thanks for the response! Just curious, is this about invoices with multiple installment terms and if so would it work for it?

     

    For instance, this is the header block and items for one of the installment invoices that we have.

     

    Due to it being an installment invoice, the parent invoice (SO Invoice) that is connected to the Sales Order is already closed. Since under terms with multiple installments, the parent invoice gets closed upon release and is broken out into different installments. My issue is that when the parent invoice gets split into the installment invoices, it doesn’t retain any of the SO information.

     

    I believe for regular invoices with simple terms we have the AR641000 report setup as you had shown already. So our parent invoices for the ones w/ multiple installment terms should have the Sales Order info but it seems to get lost in the void when it gets turn into installment invoices hahaha

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