Chris Travers wrote: > On Wed, Jan 28, 2009 at 11:13 AM, Del Miller <[email protected]> > wrote: > >> Hello again, >> >> How would one do a prepay type of thing with LSMB? >> >> I have a customer who would like an invoice for $2000 today that will be >> applied to future work. I can invoice him but as soon as the payment is >> processed it will then show a zero balance due rather than a credit. I >> could not invoice him and simply apply the payment as credit to his >> account... but he needs an invoice. I could invoice, then delete the >> invoice, then apply the payment -- but that just seems wrong. Is there >> some other way that I'm missing? >> > > Ok, the key question is exactly what your customer needs. You can > provide a receipt for a $2000 payment, but an invoice is supposed to > be issued when goods are delivered. Perhaps you should provide a > sales order with notes saying that $2000 has been pre-paid? > Hi Chris & thanks for the reply.
Well, my customer said, "Get me an invoice so I can prepay you." -- or something to that effect. I assumed that he needed an invoice on his end for his accountant to work with. I don't know what else they *could* use just that they requested an invoice and I gave them one. Then I started to wonder about whether this was the correct thing to do and began trying to figure out what would happen when the check came in. I hadn't really thought it would present a problem as I've seen the 'Credit Limit: xxx Remaining: -yyy' line on the sales invoices and figured that the -yyy could go positive somehow and then be billed against but the exact mechanism for such magic was unknown to me. I can see from the above that I probably should not have issued the invoice. As to the other options, the Sales Order with a note seems awkward and the receipt idea doesn't satisfy the 'get me an invoice' requirement. If you're client made such a request how would *you* handle it? What would be most 'correct'? Regards Del ------------------------------------------------------------------------------ This SF.net email is sponsored by: SourcForge Community SourceForge wants to tell your story. http://p.sf.net/sfu/sf-spreadtheword _______________________________________________ Ledger-smb-users mailing list [email protected] https://lists.sourceforge.net/lists/listinfo/ledger-smb-users
