Balance Remaining

1

If the columns shows order amount, invoice amount, and invoice status, why doesn’t it show balance remaining? If its recognizes the full order amount why not remaining balance?

2

Because you are looking at the Sales Order tab, which are non-posting.

If you go to the Sales Invoice tab, Balance Due is shown:

balance due
balance due1856×362 40.4 KB

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3

There should be a balance remaining column on the sales order page. This doesn’t make sense that there isn’t one. To figure out balance remaining I have to manually subtract sales order from what has been paid to get the balance this should be integrated IMO.

4

If a partial payment is made against the Sales Invoice, then the Balance Due will reflect it. I don’t understand what you mean by manually subtract it. Manager keeps a clear trail of all payments against a Sales Invoice.

invoice
invoice1560×164 13.6 KB

invoice detail
invoice detail679×675 17.1 KB

There shouldn’t be any payment information on the Sales Order itself since the purpose of a Sales Order is to either:

  1. become a Sales Invoice (which changes the invoice status) or
  2. get cancelled.

You don’t have do Sales Order → Sales Invoice. Just skip Sales Order since Sales Invoice has everything you want.

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