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Is there a way to create an Invoice for a SO Prepayment

  • 17 December 2021
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My customer wants to require that their customer puts a down payment for items they are ordering.  The system will allow them to enter the payment when it comes in (as a prepayment).  They want to however to send an Invoice for the down payment. 

I am not seeing a way to do this.

I found this article that implies you can do it, but it requires creating a shipment.  This is a manufacturer and they cannot create the shipment because they haven’t made the inventory yet.

https://www.acumatica.com/blog/technical-tuesday-creating-installment-payments-using-payment-terms/

Anybody have any ideas or am I not finding the documentation on how to do this?

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Best answer by vkumar 18 December 2021, 03:56

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Hi @MRoszkowski15 

I have checked the details. The link provided explains multiple installment term for an invoice. 

  • In your case, for a Sales order, customer expects an ‘Invoice’ to make the prepayment. 
  • In Acumatica, you cannot create an ‘Invoice’ before shipment. 
  • In this case, you may just use an order type with name ‘invoice’  or
  • just build a custom report for Sales order, which prints with alias ‘Invoice’ to enable prepayment (Customization to report).
  • They are not actual invoices, but more like ‘Pro Forma invoice’ to enable ‘Prepayment’

Let me know if this helps. 

Regards,

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