Invoice for other sum than it's in the order?

Hi

sometimes i need to bill my customers several times for one order - 20%,
then 30%, then 50%. Is there a way to created an invoice for other amount of
money than it is in the order? Or maybe there is another solution?

Thanks

gill
Wed Feb 23 19:13:02 CST 2005

I assume in my response that you are not using Great Plains, but just Ms CRM.

There is no easy way to do this, but with a little fiddling it can be done.

Create your order in the usual way.

Then create the invoice from it. Initially, it will be for all the products
and the amount of the order, obviously. But here you have two choices.
You can either remove some of the products, and only invoice for those
products as required,
or
remove all of the products, and add one write in product for the amount that
you are invoicing. This write-in product could be "partial payment of x%" or
similar. You can raise several invoices from the same order as required.

"Max" wrote:

> Hi
>
> sometimes i need to bill my customers several times for one order - 20%,
> then 30%, then 50%. Is there a way to created an invoice for other amount of
> money than it is in the order? Or maybe there is another solution?
>
> Thanks

Max
Thu Feb 24 01:05:04 CST 2005

No, i dont use Great Plains.

Thanks, but this is not what i am actually looking for. I neen an automated
procedure, easy to use. I guees i need to create a related table for my own
invoices, cause i cant create a new entity in 1.2.

"Gill" wrote:

> I assume in my response that you are not using Great Plains, but just Ms CRM.
>
> There is no easy way to do this, but with a little fiddling it can be done.
>
> Create your order in the usual way.
>
> Then create the invoice from it. Initially, it will be for all the products
> and the amount of the order, obviously. But here you have two choices.
> You can either remove some of the products, and only invoice for those
> products as required,
> or
> remove all of the products, and add one write in product for the amount that
> you are invoicing. This write-in product could be "partial payment of x%" or
> similar. You can raise several invoices from the same order as required.
>
> "Max" wrote:
>
> > Hi
> >
> > sometimes i need to bill my customers several times for one order - 20%,
> > then 30%, then 50%. Is there a way to created an invoice for other amount of
> > money than it is in the order? Or maybe there is another solution?
> >
> > Thanks

gill
Sun Feb 27 15:13:02 CST 2005

Another solution is to raise an invoice, using Ms CRM, but to do it from the
Account or Contact, rather than the Order. This will bring in the customer
details but not the product details. You then add one write in product for
the amount required. If necessary you could add a cusom field to hold the
order number, and paste this in.

HTTH

Gill
www.opsis.com.au

"Max" wrote:

> No, i dont use Great Plains.
>
> Thanks, but this is not what i am actually looking for. I neen an automated
> procedure, easy to use. I guees i need to create a related table for my own
> invoices, cause i cant create a new entity in 1.2.
>
> "Gill" wrote:
>
> > I assume in my response that you are not using Great Plains, but just Ms CRM.
> >
> > There is no easy way to do this, but with a little fiddling it can be done.
> >
> > Create your order in the usual way.
> >
> > Then create the invoice from it. Initially, it will be for all the products
> > and the amount of the order, obviously. But here you have two choices.
> > You can either remove some of the products, and only invoice for those
> > products as required,
> > or
> > remove all of the products, and add one write in product for the amount that
> > you are invoicing. This write-in product could be "partial payment of x%" or
> > similar. You can raise several invoices from the same order as required.
> >
> > "Max" wrote:
> >
> > > Hi
> > >
> > > sometimes i need to bill my customers several times for one order - 20%,
> > > then 30%, then 50%. Is there a way to created an invoice for other amount of
> > > money than it is in the order? Or maybe there is another solution?
> > >
> > > Thanks