Ok.
At which stage the invoice is generated?
Is it possible to generate one invoice, where several shipments are listed
as invoice lines, or is it always one shipment, one invoice?
Sometimes customer has done a partial payment of previous invoice and there
remains a due amount. Is there a way to include the previous partial
shipment in the invoice, for instance in the way that I have presented
below:
Delivery #1 1111,22 €
Delivery #2 2222,33 €
Delivery #3 3333,44 €
-------------
Subtotal 6666,99 €
Previoius invoice #12345 8888,11€
23.5.2015 Received partial payment of 7000,88 € ref invoice #12345
To be paid 8554,99
-Ossi
On Saturday, June 27, 2015 at 11:50:03 AM UTC+2, Cédric Krier wrote:
>
> On 2015-06-26 05:08, Ossi Viljakainen wrote:
> >
> > I'm trying to find a way in 3.0 to create an invoice based on actual
> > shipments, but I don't seem to be able to relate an invoice to a
> shipment.
> >
> > Situation:
> > A customer made a big order in April. The sales transaction was recorded
> > using Sale. The price and other details were confirmed and recorded in
> > tryton.
> > The sale was confirmed and processed. The draft invoice was created. It
> was
> > verified and posted, and sent to customer for payment, with a particular
> > term of payment.
> >
> > Customer paid the 1st installment of the invoice.
> >
> > 1st shipment of the 2-shipment purhcase order arrived from supplier's
> > warehouse, and was shipped to customer.
> > After receiving the goods, customer re-negotiated prices and payment
> terms.
> > 2nd shipment arrived from the supplier, and 1st part of it was sent to
> the
> > customer, followed by 2nd part few days later.
> >
> > Now there is a need to issue a new invoice based on the actual shipped
> > quantities, and taking into account new re-negitiated conditions,
> including
> > discounts and payment terms.
> >
> > When I try to create it
> > Financial > Invoice > New Invoice, entering all the details, and try to
> use
> > the Realate, I get there only "Purchase" or "Sale". There is no
> "Shipment".
> >
> > What is the correct way to create a multi-shipment invoice?
> > What is the correct way to handle a situation where customer
> re-negotiates
> > the purchase terms and discounts after the invoice has been issued?
>
> Renegotiation is not supported because it makes no sense to change
> something that was already validated. But you can still emit some credit
> note if you want to give back some moeny to your customer.
>
> If you want to invoice base on what is shipped, you must set the invoice
> method of the sale to "On shipment".
>
>
> --
> Cédric Krier - B2CK SPRL
> Email/Jabber: [email protected] <javascript:>
> Tel: +32 472 54 46 59
> Website: http://www.b2ck.com/
>
