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Is there a setting to partially invoice a Sales Order or Shipment?


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Hi all,

As the title says, I was wondering if there was a setting that would allow me to partially invoice a shipment. In this scenario, the customer wants 2 separate invoices for the taxable and non taxable items which were all send out on a single shipment. When I try to remove lines, it returns an error saying ‘SO Error: Sales Order/Shipment cannot be invoiced partially.’ 

Thanks!

Best answer by dcomerford

Its a limitation but if youu have not Updated the IN on the Shipment then use the Correct the Shipment, then delete it and then redo a seperate shipment for each one so you can invoice them seperately.

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8 replies

dcomerford
Captain I
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  • Captain I
  • 622 replies
  • Answer
  • August 25, 2023

Its a limitation but if youu have not Updated the IN on the Shipment then use the Correct the Shipment, then delete it and then redo a seperate shipment for each one so you can invoice them seperately.


PatrickSchlenker90
Jr Varsity II
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@aidenwills15 - this is currently not possible. I will recommend, as @dcomerford already mentioned, to split them in two shipments, to invoice them followed seperatly. 


Dana Moffat
Acumatica Moderator
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  • Acumatica Moderator
  • 580 replies
  • August 31, 2023

Hi @aidenwills15 ,

Upcoming in 2023R2, Acumatica ERP 2023 R2 introduces the ability to create a separate sales invoice for a sales order line with a nonstock item that does not require shipment—that is, a non-stock item for which the Require Shipment check box is cleared on the Non-Stock Items (IN202000) form.

 To find out more about this feature, i attach the link below to the release notes: Inventory and Order Management: Invoices for Non-Stock Items Not Requiring Shipment

https://community.acumatica.com/pre-release-versions-151/acumatica-2023-r2-beta-17945

 


apaquette
Freshman I
  • Freshman I
  • 8 replies
  • November 26, 2024

I would like to also echo the desire to be able to invoice shipments partially. Our company has a number of complex invoicing situations that would easily be resolved if there was the ability to invoice partially. Our company has consigned inventory that have to be invoiced separately per our distributor agreements. While we have done our best to navigate our situations by splitting up items on separate orders, creating one shipment, and then having multiple invoices using the “Invoice Separately” function, it would be a huge time saver to be able to invoice partially. 

 

Do we think Acumatica would consider this in an updated version?


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  • Jr Varsity III
  • 16 replies
  • February 26, 2025
apaquette wrote:

I would like to also echo the desire to be able to invoice shipments partially. Our company has a number of complex invoicing situations that would easily be resolved if there was the ability to invoice partially. Our company has consigned inventory that have to be invoiced separately per our distributor agreements. While we have done our best to navigate our situations by splitting up items on separate orders, creating one shipment, and then having multiple invoices using the “Invoice Separately” function, it would be a huge time saver to be able to invoice partially. 

 

Do we think Acumatica would consider this in an updated version?

@Dana Moffat , can this be converted into idea? We have also customers asking for this behavior. 

Is very difficult this workaround (to correct shipment), because there are many situations when goods are already physically shipped. Still, for some reasons like sales budgeting , the invoice should be made only for partial delivered quantity. In the end, in current period will be invoiced a part of the goods and in next financial period the remaining (already shipped qty).


Dana Moffat
Acumatica Moderator
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  • Acumatica Moderator
  • 580 replies
  • February 26, 2025

@Alin Para please go ahead and create a new idea.  I won’t convert this thread since it was a question that was marked as solved.

 


apaquette
Freshman I
  • Freshman I
  • 8 replies
  • February 26, 2025

Thank you all for looking into this! 


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  • Jr Varsity III
  • 16 replies
  • February 26, 2025
Dana Moffat wrote:

@Alin Para please go ahead and create a new idea.  I won’t convert this thread since it was a question that was marked as solved.

 

The idea was to have all this chat as history , and use it as business scenario if needed. I understand that this question was mark as solved, but actually only a limited workaround was submitted for this question   ( there is no settings available to partially invoice a shipped  stock item ).

Anyway, I submitted a new idea , hope this will be voted and taken in consideration in next Acumatica versions: 

https://community.acumatica.com/ideas/option-to-partially-invoice-shipments-for-stock-items-29091

 


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