is there a way to invoice a customer off a sales o...
# generals
Sim Greenbaum
10/26/2023, 7:31 PMis there a way to invoice a customer off a sales order before item fulment ? like you can do with a PO
a
AK47
10/26/2023, 7:32 PM@Sim Greenbaum Yes. Accounting Preferences > Order Management
AK47
10/26/2023, 7:32 PMAK47
10/26/2023, 7:33 PMhowever, a deposit may be more what you're looking for
AK47
10/26/2023, 7:33 PMdepending on the scenario
s
Sim Greenbaum
10/26/2023, 7:42 PMwe are looking to create a payment link for customers to pay before they pick up the product, as per our outside company who is setting up the gateway for CC and ACH they would need invoice
a
AK47
10/26/2023, 7:45 PMyeah, i think you really want deposit
AK47
10/26/2023, 7:45 PMwhen a payment is made, a deposit should be posted against the SO
AK47
10/26/2023, 7:45 PMonce the order is shipped, then it can invoice automatically and the deposit would be applied
AK47
10/26/2023, 7:45 PMbut if you check that option in Accounting Preferences, then you will be able to create the invoice before the fulfillment
s
Sim Greenbaum
10/26/2023, 7:50 PMok thanx
3 Views