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Question

Multiple Invoices on an Order

  • 6 June 2024
  • 2 replies
  • 35 views

Hello. I am hoping someone can advise on what can be done in this instance.

 

We have an order where we are selling one item for $100. But we have to bill in 3 stages (1st invoice for 30%, second invoice for 60%, and third invoice for 10%). Shipping of the item can occur anytime though usually at the last stage (ie. after the 30% and 60%. invoices).

 

For a situation like this, what would be the most appropriate way to set up the order and do customer billing? I would appreciate any thoughts/advice.  Thank you.

 

 

2 replies

H
Rank
Userlevel 1
Badge +5

Hi,

 

Please try the option ‘Staged Billing Profile’.

 

Here, you can define the no.of stages along with % & bill the customer accordingly.

 

 

A
Rank
Userlevel 5
Badge +8

Thank you @Marcel.Ausan  .

 

If for example, a staged billing invoice was already printed (say for $100 which is 50% of the customer order line) but it was determined that an adjustment was needed to be made to the order line (let’s say a reduction of $10), can this be done? 

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