Documentation:UserManual/The Modules/Account/Actions/AccountActionInvoiceSplit
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[edit] Splitting an invoice
You can split an invoice in several invoices while keeping the coherence of the invoice numbers. This enables to split or take out a part of the total amount, for instance if the customer has already paid a part of the amount.
Open the "Customer Invoice" window and select the invoice using the research window. Confirm your choice and check that your invoice is "Open". If it is "Paid", it is not possible to change it anymore. The invoice can be modified only in the "Draft" state. Click on "Cancel Invoice" and then "Set to Draft". In this mode, you can split the invoice and click on "Invoice Line" in the left hand menu. You can check all details of the invoice. Then, click on "Action" and on "Split". In the new window, you can select one or several lines and choose to "Add" or "Remove" it.
DO NOT FORGET an invoice that has been split, for example when a customer has already paid a part of the main invoice in cash.
When in "Draft" mode, select the line and click on "Recycle Bin".
[edit] The screen
[edit] The fields
- Invoice
- Invoice reference
- Invoice Date
- Invoice date
- Set state to
- Choose the next step state
- Preserve Manuel
- ?
[edit] The states
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