Invoice on Billing Plan

[Former Member]

Hi Gurus,

We are using billing plan in sales order & on the basis of billing plan we create commercial invoice for each element of billing plan, not on the basis of delivery. For e.g. SO is having three elements 30% advance payment, 50% payment on delivery & remaining 20% after completion of delivery. As mentioned early we create commercial invoice on sales order (on the basis of billing plan) & after delivery also they create commercial invoice on Sales Order (on the basis of billing plan). System shows multiple invoices for one sales order and no invoice against the delivery. Delivery & Sales order status remains u201CBeing Processu201D even after Sales Order is delivered & payment received.

Can we create Proforma Invoice instead of commercial invoice for billing plan & once delivery is complete then commercial invoice can be generated on the delivery?

Please suggest me the correct process for Billing Plan step-by-step. Also give me configuration details for that.

Regards,

Shantanu

[bcrao]

Hi,

What is business process?

How you are creating delivery , related to billing plan milestones?

Thanks

Chidambaram

[Former Member]

Hi,

My business process is like, we r in trading business & provide electronic materials. In normal sale we do contract with customer & the contract is like this first customer pay advance 30% of total sales value on the basis of document we produce to him then we deliver the entire material @ that time customer pay 50% of total sales value & after that we install the material & @ that time customer pays rest of the amount.

So in this case, only one delivery is involve, but to get the payment from customer we need to produce some document to him ( must be different from Sales Order).

Which process you suggest for this as we require commercial invoice should be on the basis of delivery & not on the Sales Order, as if we create commercial invoice on sales order then delivery status remains "being process".

Regards,

Shantanu

[former_member217082]

Hi Shantanu

For your requirement , Go with the Down Payment Process. and you can provide him a billing document also. and when you create the sales order check the box One Time Delivery also. So as per these settings you can run the process

Thanks and Regards

Srinath

[former_member183879]

Hi,

Creation of proforma invoice is not going to impact the sales order or delivery status as the document category is different for invoice and proforma invoice. You should only use invoice during each phase of the billing plan and the invoice has to be settled accordingly. If you create a onetime invoice, then it even becomes difficult if you have to trace back the history of the sales order, the billing plan, the milestone if any etc. So please stick to the normal process.