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Replying to:
evinna
Level 3

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Dear Jelayca

 

Thank you for your reply. I would like to check with you if there is any other option for creating invoices based on my customer's requirement.

For eg:

I created an estimate to the customer.  And I converted the estimate to an official invoice.  However, the customer only wants to pay 30% downpayment for this invoice.  And balance 70% payable after delivery of products (inventory items) in 30 days credit terms.

They need an invoice showing 30% of the total invoice value.  If I perform the progress invoice, like i mentioned, my QTY in the invoice becomes 30% of the actual QTY of 17.  They will need to see the QTY 17 pieces and not 5.1 in order for their finance to process the 30% downpayment.

Can you kindly advise what can be done?

And also is there an option in QBO to create proforma invoice for customers on prepayment terms?

 

Thank you.

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