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FSM : PrePayment of Service Request Invoice

  • 18 May 2022
  • 1 reply
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Userlevel 5
Badge +15

Hi All,

We have a scenario where during the service request creation, customer would be making partial pre payment against the planned work. During the Invoice generation (after Request Completion), we need to consider the Payment already done & generate the Voucher / Invoice accordingly.

Can you please help if this can be achieved in standard implementation & what could be the configuration items for the sameĀ 

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Best answer by Lee Pinchbeck 18 May 2022, 09:44

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Userlevel 7
Badge +24

Hi @CKOppBox,

I have not done this but would presume you could set up a non-part code for deposit and then give it a negative value on the request/task/contract as required. That should then bring it on to the invoice with all the other part and non-part charging.

Kind regards,

Lee Pinchbeck

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