Documents
Bill part of the work and keep the rest on the order.
A partial invoice bills part of the quantities on the order. The rest stays open. The final invoice bills the quantities that are still open and blocks further lines.
These are the points this feature covers day to day.
The workflow in Jupiter ERP, on this page.
Background, typical workflows, and concrete panel capabilities, more detail than the summary above.
On the order you see, per line, what was agreed, delivered, billed, and still open. The partial invoice takes part of the open quantity. The rest stays on the order and can go on the next invoice.
It stays a normal invoice: the same number series, the same layout, the same sending. The PDF says partial invoice or final invoice. A subject you wrote yourself stays as it is.
The final invoice is filled with the quantities that are still open. After it is locked, further lines on the order stay blocked until this invoice is cancelled or fully credited. A partial invoice that brings the remainder to zero does not lock the order.
Delivery and billing run separately. A delivery note counts as delivered and does not reduce open billing. A credit note reduces only the quantity that was already billed.
Create document lets you choose a delivery note, partial invoice, final invoice, or credit note, and the quantities. The suggestion is the open quantity. For a delivery note or an invoice you may enter more. A credit note cannot exceed the billed quantity.
When service orders are in your subscription, you can set the type on an invoice that has no order. Then only the heading and the subject change. Quantities and the lock exist only on the order.
Partial and final invoices belong to the Service module, because quantity billing hangs on the order.
The main building blocks at a glance, complemented by the longer description above.
Bill open quantities in full or in part. The order stays open. A new line or a higher quantity can be billed later.
Bill the quantities that are still open. After it is locked, further lines stay blocked until the final invoice is cancelled or fully credited.
It stays an invoice, with the same number series and the same layout. The PDF says partial invoice or final invoice.
Start for free: write invoices on the Free plan. Choose plan, term, and add-ons in the app afterwards. Custom adaptations or API integration? Get in touch.
