The only feature by which you could show a sales contract is to create a sales order. See https://www.manager.io/guides/7236. Sales orders have no financial impact, so they do not show up anywhere except in the Sales Orders tab.
Further, tracking codes apply only to income and expenses. Since sales orders are neither, you cannot apply tracking codes to them.
Hi Tut, Thanks to replay to me,
Basically i want to input total contract value (without effect in accounts) example $12000 then i will invoice to my client every month e.g $1000. if i invoice 1st month then remain amount will be $11000. this (contract amount less up to date invoice amount= Balance) details will be shown under report. how can i have.
i have trying to use Billable time tab, but it is effecting to Accounts and partial invoice can not created. what i am telling “i did it”
Could you please help me?
you mean the option to link invoices to orders right? In a way that invoices linked to orders are deducted from the sales order amount. So the sales quotes will have a micro statement showing the linked invoices and the unbilled balance, just like how payments are displayed in a mini statement for invoices when payments are made.
But the the problem is that, Quotes are not accounting entries and therefore it will be hard to program this idea.
yeah- this is that what i am doing to solved my issues as manually.
However - no need mini statement which is already showing customer wise details with closing balance in Sales order tab. I thing this program is not so complected and Manager can clear their pint of view in this idea as alternatively.
You don’t have to do all this manual input as you can create two Custom Fields in Sales order module (with only one time input) and also two Custom fields in the Sales invoice module with exactly the same names or Sales order ref and Progressive sales invoice amount (or Sales contract amount in your case)
As Sales orders are not considered a financial record in Manager then by doing this the Sales order info gets transferred to Sales invoices module, with the Copy to menu command in the Sales order module each time a progressive Sales invoice is sent, and should be possible to use in Custom Reports where progressive Sales Invoices can be grouped for each Sales order ref., giving you the needed overview of the status of all sales contracts.
I made some screenshots for you but remember you must read the guides and other forumposts before coming to the forum with questions, thats just how it works.
First you open the Reports module and select Custom reports / New report. Add all the fields you want for your report, see picture below as a suggestion but General ledger account and amount must alway be selecteds. You must remember to add the Sales order Ref and Progressive sales invoice amount fields.
For this to work it helps if the names of your sales accounts contain the word “Sales” so you can isolate only those accounts for the report