In Order Entry, if you take a prepayment at the time the order is taken, the payment only shows on the Order Confirmation. It should also show on the Packing List and OE Invoice so that fully paid invoices don't get sent to customers.
by: Steven M. | over a year ago | Operations Management
Comments
You can do this by modifing the invoice form. We have added the prepayment field to the invoice so that the balance due shows on the invoice given to the customer. Then there is no need to print separate forms for the reciept of payment.
Yes you can circumvent the system through custom Crystal Reports, but you shouldn't have to. The prepayment applied at the order point never gets updated with the shipment and invoice numbers when the order is eventually shipped and invoiced. The prepayment should flow from order to shipment to invoice seamlessly.
AR also. Prepayments do not show on AR invoices, despite the fact that a line is hard-coded into the invoice between subtotal and total.
Not having this linked is very frustrating for but us and the customer, I should not have to make a workaround if the hard line is there it should work! this is 2017 something so basic should be fixed right away. not years later. I need my invoices to be accurate and reflect the customer accounts.