Invoicing part orders that have a full payment allocated

Question

Hi All, 
 We receive orders through our website, and the sales orders are entered and the payment recorded under the tick box "Record Payment with order" 
 However, this has caused issues because we part despatch orders, and you cannot generate part invoices if you have recorded the payment as above. 
 What is the best way to record the payment on the sales order, but also allow us to part invoice? As we could be waiting a few months to invoice the order as full - which in terms of profit tracking for the month is not suitable for us. 
 Thank you!

Andrew Deeming · Answer

Hi There,

With how the functionality of the 'Record Payment with Order' is designed, it's largely around the VAT element of the Sales Order / Invoice, our guidance on it is below - https://desktophelp.sage.co.uk/sage200/professional/Content/SOP/Enter_payment_with_order_details.htm

With this in mind the previous advice given by Toby would be the easiest workaround for the processing, to essentially post the payment into the Sales Ledger directly, and then process the order and despatches as you wish.

We would suggest that this be raised into the Sage Ideas Hub as a request for change in how the program works.

Thanks,
Andrew

Sage 200 UKI

Invoicing part orders that have a full payment allocated

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