With a paid subscription (Basic, Pro) it is possible to create partial invoices, invoices on account and instalment invoices.
The procedure for the individual invoice types is described below.
Partial invoices can be created from an order in draft status.
The invoice date and due date can be defined in the partial invoice dialogue.
All items that are included in the order at this point are integrated into the partial invoice and are then blocked for processing.
The order remains in the pending status to allow for the entry of further items, which can then be offset with further partial invoices or, at the end, with the final invoice.
When the final invoice has been created, the status of the order changes to Completed.
The individual partial invoices and the final invoice have been linked to the order and are visible in it.
The final invoice includes all partial invoices that have been issued.
Invoices on account can be created from an order in draft status.
The invoice and due date as well as the amount on account are defined in the Invoice on Account dialogue.
The order remains in the status Pending until the final invoice has been created for it and then changes to Completed. The created invoices on account and the final invoice are linked to the order and are visible in the order.
The final invoice lists all invoices on account that have been issued.
It is possible to create instalment invoices from a dispatched order.
In the Create Installment Invoices dialog, you can define, among other things, the number of installments, the start date and how often an installment invoice should be created.
The installment invoices are created and sent or scheduled based on the entered data.
The order, which has now been linked to the installment invoices, is automatically set to Completed.
The last installment is automatically defined as the final invoice. All created installments are listed in it.