Creating partial invoices

Note: Service Receivables features are available only if you have purchased the Service Receivables Add-On Module.

With large projects, you can create a single work order. The work order acts as a master, and contains all the assemblies and parts needed to complete the work. Over the course of the job, you can then create smaller invoices. For example, you can stagger invoicing for a job based on the work completed.

On the work order, Sage 100 Contractor tracks the total quantity invoiced in the Billed to Date column. In addition, it displays the number of the last invoice created for each item in the Ticket Number column.

To create a partial invoice:

1. Open 11-2 Work Orders/Invoices/Credits.
2. Using the data control, select the work order.
3. Click the Invoice Details tab.
4. In the Current cell of each item to be invoiced, enter the quantity.
5. On the Options menu, click Create Partial Invoice.
6. Using the data control, select the last record to review the invoice.

Note: Markups and overridden billing amounts are not included when creating partial invoices.