Feature Request: advanced Appointments/Invoices integration to turn appointment prepayments into invoice deposits
For some of our appointments, the client is required to make a prepayment. We need to track the prepayment as we will be discounting a later invoice by an equal amount. In effect, this prepayment is a type of deposit hence the need to discount the invoice later on.
Because prepayments in Appointments do not create an invoice, instead, it creates a transaction in POS, we feel the best option at this time is to turn off prepayments in Appointments and instead email them an invoice separately once they have booked the appointment to pay upon receipt. We then have to keep tabs on that invoice (it's not ideal, but maybe the best place to do this in Invoices Projects) and then create a second invoice for the goods he will be buying, then create a discount in that invoice to account for the pre-payment from earlier. This procedure is quite messy and we'd rather have a more complete solution.
We don't use POS, only Invoices, and we need to keep everything in Invoices for the reasons explained above. This feature request is to provide the option in Appointments so prepayments "create an invoice instead of a POS transaction" when the client books an appointment.
Going a step further is to provide an option that makes the prepayment in Appointments the deposit in the resulting invoice (as described above). The balance at this point is unknown, so the invoice has to be provisional with "balance amount unknown". This would then be edited later on in Invoices once other items are added to the invoice.
This would greatly enhance the use of Appointments and Invoices by integrating them further. Currently, they are disparate in too many ways and need to be brought together.
Thank you.
