Hi MCCLTD ,

Thanks for reaching out. It is indeed possible to invoice for only part of a sales order in Sage 50 Canada. After converting a quote to a sales order, you can invoice the customer for a deposit or a partial amount as you described. To do this, you'll want to ensure that the Estimates / Quotes and Orders features are enabled in your settings.

Once you've converted a quote into a sales order, you can use the 'Convert to Invoice' feature for the amount you need. If you're taking a 50% deposit upfront, you would enter the 50% amount in the Quantity column when converting the sales order to the invoice.

Please note that any remaining items not invoiced will be kept in the order as a backorder, and you can invoice these items once the order is ready to be fulfilled. This process can help you manage partial payments and fulfillments effectively.

Here's a step-by-step guide to enable the Estimates / Quotes feature and to convert a quote into a sales order and invoice:

1. Go to Setup, Settings, Company, Features to enable Estimates / Quotes and Orders.
2. To create a new sales estimate, go to the Home Window, click Customers & Sales (or Receivables), right-click the Estimates icon, and select Create Estimate.
3. Enter the details of the quote and click Record.
4. To convert a quote to an invoice or order, find the quote, select it, and click the Convert button. Then choose Convert to Invoice.
5. Enter the partial quantity you are selling to reflect the deposit or the partial amount.

For a detailed process, you can refer to these articles:

• How to turn on sales quotes
• How do I create and convert Sales Orders and Quotes into Sales Invoices?

If this helps please mark it as verified :)

Warm Regards,
Erzsi

Hi MCCLTD ,

Thanks for reaching out. It is indeed possible to invoice for only part of a sales order in Sage 50 Canada. After converting a quote to a sales order, you can invoice the customer for a deposit or a partial amount as you described. To do this, you'll want to ensure that the Estimates / Quotes and Orders features are enabled in your settings.

Once you've converted a quote into a sales order, you can use the 'Convert to Invoice' feature for the amount you need. If you're taking a 50% deposit upfront, you would enter the 50% amount in the Quantity column when converting the sales order to the invoice.

Please note that any remaining items not invoiced will be kept in the order as a backorder, and you can invoice these items once the order is ready to be fulfilled. This process can help you manage partial payments and fulfillments effectively.

Here's a step-by-step guide to enable the Estimates / Quotes feature and to convert a quote into a sales order and invoice:

1. Go to Setup, Settings, Company, Features to enable Estimates / Quotes and Orders.
2. To create a new sales estimate, go to the Home Window, click Customers & Sales (or Receivables), right-click the Estimates icon, and select Create Estimate.
3. Enter the details of the quote and click Record.
4. To convert a quote to an invoice or order, find the quote, select it, and click the Convert button. Then choose Convert to Invoice.
5. Enter the partial quantity you are selling to reflect the deposit or the partial amount.

For a detailed process, you can refer to these articles:

• How to turn on sales quotes
• How do I create and convert Sales Orders and Quotes into Sales Invoices?

If this helps please mark it as verified :)

Warm Regards,
Erzsi