Prepayment Sales Invoice

Hi ​@jstreet06, this is something I do wish Acumatica had a better functionality on. What we do with our members who need this Pro-Forma Invoice on the Sales Orders is have a few Attribute UDF’s that a User can use to generate one to send to the customers.

We usually setup a check box for the layout to be a ProForma Invoice to be printed vs the regular Sales Order. This changes the title of the document and displays a second Attribute UDF at the bottom that is the amount due. The User can enter the Amount Due which shows at the bottom. You’ll notice at the bottom we do Deposits (from the totals tab on the Sales Order) as well as the Doc Balance too if they’ve made a previous payment.
 

Cheers,

RJ

There is stock functionality to create a Prepayment Invoice.  I use it in Canada all the time.  https://beacon.acumatica.com/r/Order-Management-Guide/Processing-Prepayment-Invoices-for-Sales-Orders/Prepayment-Invoices-Creation-of-Prepayment-Invoices-from-Sales-Orders

​@meganfriesen37, I am familiar with this process of the recording of the Prepayment Invoice, but there is not a printed form to accompany this prepayment, is there? You would have to do the Prepayment, leave it in the balanced status, then print the Prepayment Invoice from the Invoice screen, not the Sales Order screen, then release it once you have received the Prepayment?

The proforma we use off the Sales Order is just so there can be a quick document generated from the Sales Order to get out to a Customer quickly so they then can go ahead and send in the payment. 

I was excited when they introduced this feature a couple years ago, as it really reduces the friction around prepayments!  Glad you were able to get this to work ​@jstreet06!