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Question

Milestone stage Payment

  • June 20, 2024
  • 2 replies
  • 128 views

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how should be created PO with 100 lines and with different prices per pcs with 30% payment in advance?

for services with 1 line and simple description we use milestones - for that line we add particular milestone with some %;

but what about for materials? 30% payment in advance concerns the total amount of the PO; it means 30% concerns each line of 100; so for each line should be added milestones?

2 replies

Rhillson
Sidekick (Customer)
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  • Sidekick (Customer)
  • June 20, 2024

I wish I saw this post before I asked my question. My hypothesis is your use case is why ‘Payment Schedule’ exists in addition to ‘Milestone/Stage Payment’...so that ‘staged’ payment can be done at header level and avoid minutiae of handling 100 lines separately (though templates assigned to SFPPs might simplify that)


Piyal Perera
Hero (Employee)
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  • Hero (Employee)
  • June 20, 2024

Hi @kruthika 

    I think that you can use Payment Schedule’s Down Payment functionality to achive ‘30% payment in advance’ requirement. Please give a try.

 

regards,

Piyal