Sage 200 UKI Ideas Portal
We are unable to invoice Free Text items on a part-invoiced order - a pain when that's all the items we want to actually invoice the customer for. This means we have to raise an invoice via the Invoicing module to send to the customer, NOT post it in Sage 200, receive the customer payment of the invoice as Payment on Account - repeat as required depending on the number of staged payments we have!
BEFORE raising the final invoice, we then add a line on the Sales order, adding the negative value lines to account for payments already made, and THEN finally raise and post the invoice. Extremely messy, and could be considered as fraudulent entries as they are all DUMMY invoices that are being sent to the customer apart from the final one.
Can we fix the Free Text part-invoicing, so we can invoice everything through the SOP and not have to go all around the houses with dummy invoices, etc.?
This can be achieved by doing the following:
On the order line, set the confirmation prior to invoicing to either Confirm with Goods Despatched / Received or Confirm with Service / Free Text
Use the Despatch routine and amend the quantity to Despatch to the amount you wish to Invoice
Print Invoice - the invoice will only include the despatched amount
Post the Invoice - only the despatched amount will be posted.
Repeat steps for the next required invoiced amount