I am looking for information on how we could implement a prepaid process. By "prepaid process" I mean:
- Customer sends to us his order
- If customer is set as "prepaid", we produce an invoice for him to pay
- Once we have received his payment, we release the sales order for delivery
- no further billing document is produced.
I found information in online documentation about "down payments" (I imagine that our prepaid process could be a 100% required down payment) but it does not seem that it would work. From what I understood it looks like the billing plan is handled based upon the item category, which implies the processing is "material" specific not "customer" specific.
What we do now:
- We have defined a risk category "prepaid" which is assigned to our prepaid customer. This risk category automatically block the sales order for delivery.
- We receive the sales orders and produce a Pro Forma invoice from it, and send it to customer
- Once we receive the payment, we release the sales order for delivery and produce the invoices.
- We post the payment we received earlier against this last invoice.
As you see, this requires a lot of manual work and a lot of time is wasted to match all documents together. There most be a more efficient way to handle this, anybody have any hints?