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Client has the situation where they invoice the customer for the goods prior to Shipping as they Order in off the back of the Sales Order but want to get the cash in from the Customer before shipping.
Am I missing something or can this not be done?
Hi Julian,
I suggest adding your vote to this and, most importantly, leaving a comment. Acumatica has been paying a lot of attention to this site in the past couple of months so this is the way to get their attention:
https://feedback.acumatica.com/ideas/ACU-I-1443
Thanks Tim. Would be a great addition 🙂
You can allow negative qty on the ITEM CLASS, this will allow you to invoice negative qty.
You can also select "Ship in full if negative quantity is allowed" on the ORDER TYPE, and you will be able to create and confirm shipments as well.
We use this with the SO type order, which does not require allocation.
Thank you! I'm trying to do what you said, but it's not letting me invoice unless I create a shipment. We don't want to have to create a shipment and then back it out if there is a way around it.
I see, my solution was in response to the question in the title of this thread only. I do not believe there is a way to invoice before shipping out of the box.
Maybe you can play with the order type templates and get them to allow shipping after invoiced, but i doubt it.
In any case, i think it is needed as well and voted for the idea Tim referenced above.
Glad to hear!
Were you able to manipulate the order to templates, or you just went with the initial solution?
The "IN" Order Type allows you to Invoice against a Sales Order without doing a Shipment.
Just be aware that I think there are some limitations with partial invoicing against a line, although I haven't tried it in a while.
I think the question implied the ability to add the invoice/order to a shipment after invoicing it, which is not an available feature in IN order type if i'm not mistaken.
Good point Ellie. The IN Order Type is not a solution to the original question on this Topic.
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