Until now an order was invoiced as a whole. That is fine when the whole order ships together — and awkward when it does not. A part-shipment meant either holding the invoice until the rest arrived, or raising an invoice for goods the customer had not received.
Orders can now be invoiced line by line.
What changed
When you create an invoice from an order you choose what goes on it:
- The whole order — unchanged, still one click, still the default.
- Selected lines — tick the lines that have shipped and invoice only those. The rest stay open and can be invoiced later, on as many invoices as it takes.
Each line remembers how much of it has already been billed. A line that is fully invoiced cannot be picked again, so the same goods cannot end up on two invoices — the system will not let it happen, whoever is raising the second one.
Where you can see it
- The order shows what has been invoiced and what is still open, per line.
- Each invoice links back to the order it came from, and the order lists every invoice raised against it.
- Reports and the outstanding-balance figures follow the invoices, so a part-billed order reports what has actually been billed — not the full order value.
For purchases too
The same applies to supplier invoices against a purchase order. Receive part of a consignment, book the supplier's invoice for that part, and keep the balance open.