Partial Invoices

In AbaNinja, you can create partial invoices for a customer order. A partial invoice is an invoice that only includes a portion of the total order. This is especially useful when a project or delivery is to be billed in several stages, such as construction projects, services with multiple milestones, or longer delivery processes.

To create a partial invoice, you must first record an order for the customer. The order forms the basis for all subsequent invoices (partial invoices, progress invoices, final invoice). In the order, all services to be provided or products to be delivered, as well as their quantities and prices, are recorded.

Using the "Create Partial Invoice" function, you can then generate a partial invoice from the existing order. Here you select which positions or which portion of the order is to be invoiced. You can either select specific services/products or invoice a percentage of the total order.

Benefits

• You always have an overview of already invoiced and still open services of an order.
• Your customers receive separate, comprehensible invoices for partial services, which simplifies payment processing.
• The accounting is automatically kept correctly, as each partial invoice is booked as its own claim.
• You can react flexibly to project progress or customer wishes and invoice accordingly.

Notes and Tips

• Partial invoices can only be created on the basis of an existing order. Therefore, always create an order first.
• In the order, you can sort services by date to make invoicing easier according to project progress.
• After all partial invoices have been completed, a final invoice can be created, in which all previously issued partial invoices are taken into account.
• All created partial invoices and the status of the respective payments can be viewed at any time in the customer area under "Invoices" and "Orders".
• Make sure you do not double-bill services. The system shows you which positions have already been invoiced.
• The documents go through various statuses (Draft, Sent, Paid, etc.). Only in the status "Draft" can you still edit or adjust partial invoices.
• In the event of changes or cancellations, the affected partial invoice must be cancelled and, if necessary, re-created.
• Use the option to add notes and attachments to partial invoices to record agreements or relevant documents directly.