Invoicing before you have the serial number
We very often charge for items on order before they arrive to ensure we are going to get paid for larger items we have to buy in. Many of these are serialized but I cannot generate an invoice until the serial number is entered. Is there a way I can email an invoice for an order prior to me creating the PO and adding serial numbers? When I create the line item in an invoice there is a zero value until a serial number is selected, meaning I cannot send out the invoice with the correct prices on if the device is not in stock yet.
Gary Coulson commented
Freds right.... this so needs to be fixed...creating an invoice from an estimate and the system '0' balancing serialized stock items that it cannot find.. is not workable. please prioritize this change.
Fred Wilson commented
This really needs to be fixed. Not being able to create an invoice for systems before all the serial numbers are entered is costing us money and impacting cash flow. We sell high end gaming systems with custom order parts. Not being able to have everything on one invoice with deposits and such is becoming unworkable.
Dean Elliott commented
If you create an estimate and then turn the estimate into an invoice, it invoices the serialized items before the have been entered. Bit of a work around.
Stan Young commented
Any updates on this?
Kira Zoe Deupree commented
We would definitely use this feature as well for software licenses that we don't keep in stock.
Andrew Ditch commented
This would be a nice feature. I found a work around. You can take a payment without crediting the invoice. Once the back order comes in you can credit the payment to the invoice. Be sure to give the customer a receipt of the payment and be sure it's not applied to the ticket.
David Sewell commented
Yes this would be a nice feature
Barry Jeung commented
Just ran into this, definitely needed. We use the serial to track software license keys and you typically can't return software once you get the license key. So we need to be able to bill the customer beforehand to at least accept a deposit, if not the full payment before ordering.