Partial invoicing means invoicing parts of a sales order one at a time instead of the whole order at once. The lines you do not invoice yet stay on the order and can be invoiced later. The order gets the status Invoiced (partially) until all lines are invoiced – then it is fully invoiced.
This is useful when part of the order is ready – for example items in stock – while the rest is pending, such as a spare part on back order.
Which lines are included in a partial invoice is controlled by the lines' Line state. A line state can be set up to allow partial invoicing. When you press Partial invoice, only the order lines whose line state allows partial invoicing are included – the other lines stay on the order.
Invoicing must be enabled for sales orders.
At least one line state that allows partial invoicing must exist. It is set up under Shop Manager → Setup → Order line states, where the partial-invoicing field must be ticked on the state.
1. Open Shop Manager, go to Sales orders, and open the relevant order.
2. On the item lines you want to invoice now, set the Line state to a state that allows partial invoicing.
3. Press the Partial invoice button.
The button only appears when the order has at least one not-yet-fully-invoiced line with a line state that allows partial invoicing.
4. Sapera creates an invoice containing only the lines whose line state allows partial invoicing. The remaining lines stay on the order.
The order's Invoice status then changes to Invoiced (partially).
The remaining lines can be invoiced later – repeat the steps, or invoice the rest together with the regular Invoice action.
When all lines are invoiced, the order becomes fully invoiced.
You can track how much of each line has been invoiced via the invoiced-quantity column on the order lines.
An item line that has been fully or partially invoiced or dispatched can no longer be changed in price or quantity. Edit it before you invoice.
A line state can also be set up as blocking – which prevents the line from being invoiced. That is the opposite of a partial-invoicing state.
If you credit or discard a partial invoice, the invoiced quantities are released again, so the lines can be invoiced anew.
Order line states – create and edit the line states that control partial invoicing.
Sales order settings – enable the invoicing flow.
Sales orders – overview of the sales order screen.
