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Process Progressive Invoice
Author: Bruno Reference Number: AA-08082 Views: 599 Created: 2018-03-20 10:01 Last Updated: 2018-05-30 17:35 0 Rating/ Voters

PROGRESSIVE INVOICE

 

Create Invoice (Full Amount)

Step 1: Go to Customersà Transactionsà Customers Tax Invoice

Step 2: Save.


Receive Payment 40%

Step 1: Go to Customersà Transactionsà Customers Tax Invoiceà Select specific Tax Invoiceà Click on Actionsà Create Receipt.

Step 2: Key in the 40% amount receiveà tick on the Invoice to knockoff the receipt


Invoice Balance

Step 1: Go to Customersà Transactionsà Customers Tax Invoiceà Select specific Tax InvoiceàAmount Due will show the balance of the Invoice à Status: Partially paid.


Issue Second Invoice for Balance (Edit Description)

Edit description for the second invoice will unallocated the first receipt. You can edit by clicking on Yes. After you change the description, you must allocate the receipt back to the invoice. 

Step 1: Go to Customersà Transactionsà Customers Tax Invoiceà Open the specific Tax Invoice à Click on Edit.

Step 2: Click on Yes.

Step 3: Edit Description (60% Balance).

Step 4: Save.

 

Allocate the Receipt

Step 1: Go to Customersà TransactionsàAllocate Receipt.

Step 2: Select CustomeràRefresh.

Step 3: Drag and Drop the Receipt to the earlier invoice to allocate back.

Step 4: Save.

 

Print Preview Invoice for Balance Figure

Step 1: Go to Customersà Transactionsà Customers Tax Invoiceà Print preview.

The balance due is the amount that the client must pay. Email this invoice to the client for them to clear the payment.

If the client has more than one partial payment, kindly follow the same step 


Attachments
CUSTOMER PROGRESSIVE INVOICE PAYMENT.pdf 0.4 Mb Download File
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