This function allows user to generate sales invoice in multiple stages. User can enter the total amount in sales order and generate sales invoice by entering the sales amount according to several stages.
System limitations:
1. System unable displayed the total/balance amount in sales invoice when generate from sales order.
2. System unable to prompt out any reminder message or date period for outstanding balance in sales order.
Below are the overall content for this topic:
Step 1: Enable function to generate service item by amount from sales order
Step 2: Enter total sales order amount
Step 3: Generate Sales Invoice and enter amount into sales invoice
Step 4: View Outstanding Sales Order Report
Step 1: Enable function to generate service item by amount from sales order
1. Go to System and select General Setup
2. Clicks on Bills Tab
3. Tick on the option Generate Service Item by amount from Sales Order
4. Click on OK button
Step 2: Enter total sales order amount
Table 1: Enter service item in Sales Order
NOTES: Make sure item type for SV001 is a service item
1. Go to Sales then Sales Order
2. Click on Add button to add new sales order
3. Enter data according to Table 1
4. Click on Save Product button
5. After that, click on Save button to save the record
Step 3: Generate Sales Invoice and enter amount into sales invoice
Table 2: Generate multiple Sales Invoice with different amount from the same Sales Order
1. Go to Sales then Invoice
2. Click on Add button
3. Select Customer A/C and click on Generate button
4. Click on Sales Order
5. Tick on the Sales Order record
6. Click on OK button
7. Enter value according to record INV000001 in Table 2
8. Click on OK button
9. Click on Edit Product button to edit the product description
10. After edit the product description, click on Save Product button
11. Click on Save button to save the record
12. Repeat these steps to enter INV000002 and INV000003
Step 4: View Outstanding Sales Order Report
1. Go to Sales then Sales Reports
2. On the menu, select Outstanding S/O and click OK
3. Filter the data and select Detail View Option
4. Click on Print then Preview
5. The report shows the balance amount in sales order
