Invoice for Advance Payments

unknown

We have a customer with the following requirements for Opera II.
They frequently take full payment for a sales order before actually delivering the goods. They want to issue a VAT Invoice at this point. They then want to progress the order in the usual way without generating another invoice as this would duplicate the one done earlier and without leaving un-invoiced deliveries on the system.
Ideally if there are variations from the original invoice in what is delivered then an additional invoice/credit should be issued for the variations but this is not essential.

The only workarounds we can come up with at the moment are:
1) Progress to Delivery and Invoice immediately and hold onto the Delivery until shipping the goods
2) Raise a Proforma instead of an Invoice at the outset.

However neither of these options is acceptable to the customer. Does anybody else have another suggestion or maybe know of an existing add-on for Opera II that might be able to handle this?

Regards

Darren

unknown

Hi Darren
Hope you are well? The way we'd handle this is as follows:-
You have a £10K sales order & the customer has given you a deposit of say £3K (any amount)
Enter the sales order details as normal followed by a negative £3K line (sales code "Deposits") and a positive £3K line against the same sales code.
Part invoice the order & invoice the +ve £3K
When the job is complete, deliver/invoice the rest of the order including the -ve £3K
Hope that helps?
Regards
Ali

[Updated on 5/5/2010 5:45 AM]