This article describes how to partial deliver and partial invoice in a sales order.
Sales order with partial delivery, Sales order with partial delivery and partial invoicing
Sales order with partial delivery
- Select Accounts receivable/Sales/Sales order
- Add an order and fill in relevant information
- Select the Save button and go to lines
- Add desired order lines, e.g. using the Add lines/items button
- Send the order confirmation before proceeding, so the customer knows that 10 pieces have been confirmed
This is done by selecting the Document/Order confirmation button and the order confirmation will show the 10 pieces.
- The customer orders 10 items, but we only have 4 in stock (this can be seen in the inventory information).
The customer would like to receive the 4 immediately, so fill in the Deliver now with the 4 items field and select the Save button .
TIP! If you are unsure if we have more than the 4 in stock, you can also print a picking slip and give it to the warehouse so they can try picking 10 and report back on what could be picked.
- Print a delivery note by selecting the Document/Delivery note button. To update the stock, check "Update stock status".
The delivery note looks like this. (The default "Invoice layout" is used, you can choose to remove prices).
- When the remaining items are received in stock, open the sales order and go to the order lines.
The Delivered field shows 4, as these have been delivered. The Remaining field shows the number that remains, and they can now be delivered.
To deliver the 6, enter 0 or 6 in the Deliver now field. 0 takes the rest of the number and then select the Save button, and a delivery note can then be created again in the same way as before. If you do not deliver all 6 remaining, you can choose to enter another number, e.g. 5, where the rest will then be 1. 
- The order can be invoiced when desired by selecting the Document/Invoice or Create invoice button, check Simulate if you want to view the invoice before final invoicing. Then uncheck the box and invoice the order.
Sales order with partial delivery and partial invoicing
- Select Accounts receivable/Sales/Sales order
- Add an order and fill in relevant information.
- Select the Save button and go to lines
- Select the Add lines/items button and enter e.g. a line as shown below:
- If you only want to part-deliver 4 pieces, enter 4 in the Deliver now field and select the Document/Following slip button first. Remember to check the Update inventory status box.
- Select the Update button to see that the Delivered field is updated by 4.
- If you then want to invoice what has been delivered, select the Document/Invoicebutton .
Select the Invoice only delivered field and select the Generate button
- The 4 pieces have now been invoiced, as you can see in the line below.
- To deliver the 6 remaining, enter 0 or 6 in the Deliver now field. 0 takes the rest of the number. NB! If you do not deliver all 6 remaining, you can choose to enter a different number, e.g. 5, where remaining will then be 1.
Sales order with pre-invoicing
If you want to pre-invoice part of a sales order to the customer, this can be done as described below.- Under Company/Maintenance/Preferences , check the box Show lines on invoice that are not delivered and the Deliver now field determines the quantity delivered.
- Create a service item number with the name 'Prepayment'. Remember that this item number must be linked to a service item group. You can create a separate product group for this product number, where the revenue account is set to "Revenue - prepayments" in the chart of accounts.
- Create a sales order in the normal way and enter order lines with the items to be sold to the customer. Enter two additional lines on the order as shown in the example below with the prepayment item number. Note the values in the Billable and Deliver now fields:
- Post the invoice to the customer. Note that the line items are shown but do not count towards the invoice amount:
- When the customer receives the final invoice, the Deliver field must now be filled in on the remaining lines and the Billable field must also be checked on all lines.
- When the invoice is posted, it looks like this:
