How Can I Provide A Customer With Goods Throughout The Month And Invoice At The End?

Preliminary

Change Sales Order Processing Parameters to –

1. Optional
2. Use Delivery Stage – set to Yes.
3. Default Delivery Quantity – set to Balance – values can be changed on raising delivery note.
4. Print all Lines – set to No – this will then show only current delivery.
5. Default invoice quantity – preferably Delivered.

Process

Enter a sales order at beginning of month/week as normal for the first delivery. Ensure print is set to Preview –

After entering details – like so

 and pressing OK you will get Order Acknowledgement –

Close door to not print.

Print Delivery Note (Deliver Goods)

DO NOT print invoice.

Next Delivery – Open existing order – Amend Order and add items – Preview on – don’t print Order Acknowledgement – as above. See below two items added.

Print delivery note – see it’s for the last items delivered only.

Continue like this until end of month/week and after last delivery print the invoice.