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Former Member

Help on down payments for noted items

Hello All,

I have an issue at my client place.

We are having some noted items and they are tied up with Down Payments.

Here is the scenario:

We are using milestone billing.

We are doing it in 3 steps:

1) 1st downpayment request

2) 2nd downpayment request

3) Final Invoice

Problem:

When we send the first downpayment request and it is cleared after the check is posted.

Then we are sending in the second downpayment request

My client has a scenario where they do the final invoice before the customer clears the 2nd downpayment

We are facing a problem in the final invoice as 2nd downpayment is not collected and is carrying over to the final invoice.

Which in turn showing a higher value, means the second downpayment is also getting added to the final invoice.

Let me state an example for better understanding:

Let us consider for instance we have a noted item for $500

1st downpayment request - $200 - cleared

2nd downpayment request - $200 - not cleared

Final Invoice - is showing up as - $350 (insted of $150).

Altogether, customer is being sent invoices for $750 altogether.

Can somone suggest me a solution for this problem

Thanks,

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