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Partially paid Invoice RRS feed

  • Question

  • Hello.

    There's an Invoice state called 'Partially paid', but it seems to just close invoice with this state. And is there a possibility to specify this partial payment amount and to change the state of Invoice to 'Paid' when the rest of sum is payed?

    Thanks in advance,
    Alex.
    Tuesday, October 27, 2009 11:14 AM

Answers

  • Hi Alex,
    Standard functionality in CRM, when an invoice is closed, you have the option to mark as complete or partial. You cannot re-open an invoice and change it to complete (i.e. paid).
    If you have a partial invoice the fact that it is partial is simply an indicator to show that another invoice is expected to meet the full amount (whatever you deem to be the full amount as an invoice can be created without being linked to an order).

    Kind Regards,

    Rob

    CRM4 MBSS
    • Marked as answer by Alex Skalozub Tuesday, October 27, 2009 2:32 PM
    Tuesday, October 27, 2009 2:04 PM
    Answerer

All replies

  • Hi Alex,
    Standard functionality in CRM, when an invoice is closed, you have the option to mark as complete or partial. You cannot re-open an invoice and change it to complete (i.e. paid).
    If you have a partial invoice the fact that it is partial is simply an indicator to show that another invoice is expected to meet the full amount (whatever you deem to be the full amount as an invoice can be created without being linked to an order).

    Kind Regards,

    Rob

    CRM4 MBSS
    • Marked as answer by Alex Skalozub Tuesday, October 27, 2009 2:32 PM
    Tuesday, October 27, 2009 2:04 PM
    Answerer
  • Thanks, Rob. Now it's clear.
    Tuesday, October 27, 2009 2:33 PM