The package supports creating of partial invoices. In order to enable this feature, go to sevDesk Setup -> Additional Settings:
Here you can find the partial invoicing feature:
When you enable the feature, you should specify the corresponding product which will be used for creating the partial invoices.
Note: the partial invoicing process can be started in case the Order Confirmation has been generated.
Clicking the “Create Invoice” button invokes the corresponding wizard:
This wizard is designed for creating the invoices in several ways. You can create the complete invoice or execute it partially.
The first option is Final Invoice. This option should be used when you need to create the complete invoice or to create the final invoice which closes the chain of executed partial invoices.
The remaining options are both used for creating the partial invoice but there is a difference between them:
- Partial Invoice – this type of invoice should be used in case you want to invoice the services that have already been provided
- Interim Invoice – this type of invoice is frequently used in the construction industry. With interim invoice a certain percentage of the total amount is invoiced before starting the project. It means that the interim invoice is created before providing the services.
You can create the partial invoice by providing the percentage amount, fixed amount or by selecting the particular products:
In order to create the appropriate partial invoice, click “Create” button.
After clicking the “Create Invoice” button, the corresponding document is rendered:
Link to the parent invoice is placed in Parent Invoice (cwharf_sevdesk__Parent_Invoice__c) field:
There is a payment status in the partial invoice wizard, and it is rendered in case the partial invoices exist for the parent invoice. Here you can see:
- Total Invoice amount
- Already issued partial amount
- Amount that still must be paid
In the final invoice document you can see the list of all the positions and the related partial invoices:
The parent invoice contains all the corresponding documents. This way you can easily track the partial invoicing process from the parent invoice:
