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

Question

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?

vkumar · Accepted Answer

Hi @MRoszkowski15I 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’ orjust 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,

dgodsill7348 · Answer

Feature is in 24R2 for both SO and AR.

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