Partial invoicing enables you to have multiple invoices per sales order.
With Deskera Books, you can create a partial invoice with the following steps:
- First click on the sales tab on the side bar menu and click on "Quotes".
- To create a new Quote, Click on the "+New Quote" button and select the 'Contact' and 'Product' by clicking on the drop-down arrow.
3. Click on the 'Save' button to save the Quote. Once quote is saved below shown options will pop-up.
4. Now, if you want to convert the Quote into a partial invoice, you can do so by clicking on the Convert to invoice button;
5. Once you click on convert to invoice below options will be shown and select convert partially option to create a partial invoice.
6. Once you have clicked on the Convert Partially button, the system will direct you to the invoice page and here you can see the linked quotation as well.
8. Edit the quantity of product line item in this invoice and click on the Save button.
9. Now go to the invoice and fulfill the invoice.
10. The invoice is now fulfilled.
You can go to the quotation page and there you can see the linked quotations and the quotation is partially fulfilled hence status shows open, once fully fulfilled status changes to "Processed".
