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author's profile photo Former Member
Former Member

Various schedule in terms of payment during sales process

Dear experts,

One of our international customer is having one requirement for having "Various schedule in different terms of payment". Meaning, they want to collect the advance (Down payment) from customers in various schedules during sales process itself. If customer doesn't pay the advance amount then, system should not allow the further sales process like delivery creation, picking and packing.

Example, client wants to receive the advance amount from customer in following schedules

1. During sales order creation - 30%

2. During production order process - 25%

3. then, during delivery creation stage - 25%

4. And as regular after creation of invoice remaining amount 20% client wants to collect from customer.

Is it possible to set this setting with block of sales process. I need experts opinion.

Thanks for your cooperation.

Warm Regards,


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  • author's profile photo Former Member
    Former Member
    Posted on Jan 27, 2010 at 09:09 AM


    You can achieve it through billing plan,

    In billing rule speciefy u r percentage


    You can achieve it through payment terms

    In payment terms speciefy installment percentage


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