Hi,
How do you handle situations where you need to request a deposit before executing a work order?
I’m looking for a functionality similar to the advance invoice for customer orders, where the customer pays an amount in advance, and IFS takes that amount into account for the final invoice.
I want the same functionality for my work orders. Before I start investigating, I need a deposit from the customer. Of course, this deposit should be deducted from the final invoice.
IFS doesn’t seem to have such a function. Possible workarounds are:
- Using an instant invoice, but you need to remember to do this manually, and it's not linked to the specific work order.
- Adding a sales line on the work task and crediting it afterward.
Both methods require manual intervention, which can be forgotten sometimes. Does anyone have a better idea?