Sage 200 UKI Ideas Portal

Ability to invoice a percentage of a sales order regardless of the sales value of goods that have been despatched.

As a company we ship equipment to customers that can take up to 15-25 weeks to be manufactured and shipped. There is also an installation element and commissioning. We run staged payments so the customer will pay 25% up front, 25% on delivery etc etc.

At the moment we are having to put the stock and labour on one order that gets despatched and is not invoiced to the customer, then another sales order with a free text line for the 25% or stage payment.

If it was possible that we could invoice by percentage in stages while still being able to despatch goods at sales value , would be very interesting.

  • Gemma Donovan
  • Feb 26 2024
  • Idea Accepted - Gauging Support
Idea Benefit We would have full traceability of the full order/project and running totals of what is left to despatch.
How do you solve for this problem today? Manually entering free text line items for the payment percentage required, and then raising another sales order with the parts and despatching at zero value.