Partial Invoicing

Generate and manage partial invoices for Sales Orders

Updated over a week ago

Overview

Factory's partial invoicing functionality allows you to generate partial / progress invoices for Sales Orders while keeping track of the exact amounts previously invoiced and remaining to be invoiced.

Accounting integrations

To ensure you have complete flexibility over how partial invoices are managed, some key options can be enabled or disabled that will impact when and how partial invoices are sent to your accounting package.

Under the Settings > Integrations page, you will find two options:

  • Send newly-created Factory partial invoices to your accounting package

    • When enabled, any partial invoice generated in Factory will be sent to your accounting package as a new, additional invoice.

    • When disabled, partial invoices will not be sent to your accounting package as new invoices.

  • Delete original order in accounting package when partial invoice generated

    • When enabled, if a partial invoice is generated for a Sales Order, the original order created within your accounting package when the Sales Order was initially submitted will be deleted. This is to prevent any potential double-ups / duplicates of overlapping invoices in your accounting package.

    • When disabled, the original order created within your accounting package will remain.

Generating partial invoices

  • In order to generate a new partial invoice, click Options > Partial Invoice from within a submitted Sales Order.

  • You will be presented with three options that allow you to customise how you generate your partial invoice


Invoice specific line items

  • Generate an invoice for specific items on the Sales Order, specifying exactly how much you wish to invoice for each selected line item.

  • All previously invoiced and 'remaining' amounts are tracked to ensure accuracy when generating additional partial invoices.


Invoice a specific dollar amount

  • Generate an invoice for a specific dollar amount, based on the total order value.

  • The 'invoiced to date' and 'remaining' amounts are tracked to ensure accuracy when generating additional partial invoices.


Invoice a percentage of total order value

  • Generate an invoice for a specific percentage amount, based on the total order value.

  • The 'invoiced to date' and 'remaining' amounts are tracked to ensure accuracy when generating additional partial invoices.

Notes

When generating a partial invoice on a Sales Order that has previously had a full invoice generated for it, you will be presented with a warning modal. This is to alert you to the fact that generating a partial invoice on top of an existing 'full' invoice may result in duplicate invoices in your accounting package.

A similar alert will also be displayed when generating a full invoice on a Sales Order that has previously had partial invoices generated.

You may still proceed with generating the invoices.

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