Invoice First, Shipments Later
Some customers needs to process first an Invoice with all the items they purchased and then to schedule shipments.
Today the standard Acumatica flow is Sales Order-Shipment-Invoice
We need something like Sales Order-Invoice-Shipment or Invoice-Shipment
In purchase orders there is a similar function that allows to process PO-Bill-Receipt;
Does anybody knows if it is possible to achieve this without customization in Sales Order Module?
We have a situation where we require 50% prepayment on some orders and had to send the customer an "Invoice" document asking them for the 50% up front. We accomplished this by making a modified version of the sales order document that allows the sales team to enter a % and print a report that shows Invoice in the header, the order total and, after applying the %, the "balance due". The downside is that there isn't a real Invoice number, only a sales order number at this point, but that was ok for our scenario and this solution has been working well enough for us.
Your solution @wyatt.erp is also the one that I use.
Add your vote to this if you want to see a more official feature added to Acumatica: