A staged billing profile can be connected to a customer order line and could, for instance, be used when the order process will last over a long period of time and the order value is high. If used, the billing will be divided into several stages, such as down payment, delivery, acceptance tests, etc.
A billing stage can be linked to a customer order milestone event. If the automatic approval function is activated on the billing stage, this will be approved automatically when the corresponding milestone is completed.
The value of a customer order line does not necessarily need to be covered to 100% of the staged billing line's value during the initial registration. It must, however, be fully covered before the order line can acquire the Invoiced/Closed status. When staged billing lines are entered, a warning will appear unless 100% of the value of the customer order line has been reached. It is not possible to enter staged billing lines exceeding 100%.
When the staged billing procedure is activated, you can create a customer invoice regardless of the status of the customer order line; once the status of the staged billing line is Approved, it is possible to create an invoice amounting to the approved stage.
If the value of a customer order line is changed, the billing stages are automatically recalculated
A customer order line acquires the Delivered status during the normal order procedure, making it possible to create delivery notes. The customer order line will remain in that status until all staged billing lines have been invoiced. At this stage, the status of the customer order line will automatically be converted to Invoiced/Closed.
Charges connected to a customer order header will be fully debited in the first possible invoice after the charges have been entered.
Charges connected to a specific customer order line will be fully debited in the first possible invoice for that line after the charges have been entered.