You can easily partially deliver and invoice an existing purchase order or delivery note. This is useful for partial deliveries or ongoing projects, allowing you to keep track of which items still need to be delivered to the customer.
Note: this option only works if you use items with an item code; it is not available for invoice lines without an item code.
Create purchase order
If you’re not yet familiar with creating a purchase order, I’d like to refer you to the article on purchase orders.
Add items
Start creating your purchase order by clicking the 'Add Item' button. Then, select the appropriate items and enter the desired quantities. Once this is done, click on 'Create Purchase Order'.
Create Invoice
Now that the purchase order has been created, we will proceed with a partial delivery. To do this, click on the 'Create Document' button in the menu and then select 'Invoice'.
After clicking the 'Invoice' button to create it, you will automatically be redirected to the invoice screen based on the purchase order. You’ll see that the items and quantities have been transferred from the purchase order. For this example, enter half of the quantity for each item to proceed with a partial delivery.
Next, click 'Create Invoice' at the bottom. A notification will appear indicating that not all items from the purchase order have been included and that you are about to perform a partial delivery. Click 'Yes' to continue, and the invoice will be created.
Partial delivery status
Now that the partial delivery has been completed, you can see in the purchase order overview that the status of the purchase order has changed to 'Partially Delivered.'
When you open the partially delivered purchase order, you’ll see in the item section that part of the order has already been delivered. This way, you can easily see which items still need to be delivered.
Full delivery
To proceed with the second delivery, go to the same purchase order and, as before, click on 'Create Document' and then select 'Invoice.'
Then, create the second invoice for the remaining delivery. The remaining quantities will be automatically filled in, allowing you to complete the order easily.
Once this is done, you’ll see that the purchase order status has changed from 'Partial Delivery' to 'Delivered'.
