How do I create a customer billing where I only bill a percentage of the total order?

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Rebecca Ward

• March 12, 2018 18:30

I have a scenario where the customer is expected to pay a % of the bill on order and the balance due on delivery.

Does accounting seed currently allow for that scenario?

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  Ryan Faulkingham

  • March 12, 2018 18:51

  Hi Rebecca,

  There are a couple of ways that you can do this. You can just create the first billing for the percentage amount and then create the 2nd billing for the remainder. Or, you can just add a comment to the billing that says how much is due. This can be added to the billing comment field or the PDF can be modified to include an extra field called current balance due and have this populated with the percentage amount. 

  Thank you,

  Ryan

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  Rebecca Ward

  • March 13, 2018 16:13

  GRR.  I am sorry.  I am frustrated.  I am struggling to figure out how to modify the PDF.  I have created the extra fields.  Please help me figure out how to add them to the PDF.

   

  Rebecca

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  Ryan Faulkingham

  • March 13, 2018 18:38

  Hi Rebecca,

  I apologize that you are frustrated, can you submit a ticket to our support team so that we can guide you in the right direction here? A ticket can be created at support.accountingseed.com. 

  To add a field to our PDF, a new visualforce page can be created with our out of the box coding and then this is modified to include your custom field. We recommend working with your salesforce admin or one of our service partners for edits to these PDF documents. Another option is using a partner application like Conga or Drawloop to create a PDF through the use of a template instead of coding. 

  Thank you,

  Ryan

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