We have sales terms that include 30% up front - for custom manufactured products.
So our work flow is:
- We receive the order
- Log it as a sales order in manager
- Issue an Invoice for 30%
- Do the job
- Issue an invoice for the last 70%
I can’t see a good way of telling which sales orders have been fully invoiced and which have only been invoiced for the deposit.
Currently I go to sales invoices and see what the total is and a reference number then go to Invoices and match it up - To generate the second invoice I clone the first one and then use a calculator to work out the balance owed - which is asking for an error. It works at the moment as we have only done a small number of jobs but it is going to be a problem.