The "Sales with Invoicing" mode feature allows creating multiple sales invoices based on a single proforma invoice. It is used for phased stock issuance or splitting an order into multiple parts.
Purpose
Stock is not fully available in the warehouse, but the client is ready to collect the available items.
The client wishes to receive the order in installments at different times.
Order delivery is split into several logistics stages.
Need to fiscalize (print a receipt) only for the goods that are actually being handed over now.
Indications
Unable to create a sales invoice because some items from the proforma are out of stock.
Need to track the remaining unfulfilled items for a specific order.
Error when trying to print a receipt for the entire proforma invoice when only a part is being issued.
Why This Happens
Standard logic "one proforma — one invoice" blocks document creation if all items cannot be written off simultaneously or if the partial shipment mode is not activated.
Workflow
Step 1. Configuration and Invoice Creation
1
Open the menu Document — Sales with Invoicing.
2
Go to the Proforma Invoice (Account) tab.
3
Activate the Partial Shipment toggle on the toolbar.
4
Select the required proforma invoice from the list.
5
Click Create Sales Invoice (or "Create invoice and pay").
6
In the "Shipment of goods by proforma" window, check the items to be issued now.
7
In the "To Ship" column, specify the quantity (must not exceed the value in "Available for Shipment").
Important: If there was a prepayment for the proforma:
Upon full proforma closure, the program will suggest reapplying payments to invoices.
If declined — the prepayment will link to the current invoice within the debt limit.
If accepted — the payment is distributed: first to cover debts across all invoices of this proforma, then any remainder as overpayment on the last invoice.
Step 2. Printing the Fiscal Receipt
1
In the same window, switch to the Sales Invoice tab.
2
Select the newly created invoice (containing only the partial items).
3
Click Print Fiscal Receipt (via the "Print" button or "Receipt" action group).
4
In the "Customer Receipt Generation" window, select the print type:
By payment and debt amount (Recommended): fiscalizes the full list of items in this invoice. The paid portion is processed as "Cash/Card", the unpaid portion as "Credit/Post-payment".
By payment amount: fiscalizes only the amount actually paid (used for prepayments).
5
For SRO (Software Register of Operations): specify the payment form (e.g., "Credit") if the program prompts for clarification regarding the unpaid portion.
Result Verification
1
A sales invoice is created, containing only the selected items.
2
The proforma status changes to "Partially Shipped".
3
The prepayment amount (if any) is allocated to the created invoice.
4
The fiscal receipt is printed only for items in the current invoice.
5
After the final part is shipped, the proforma status changes to "Fully Shipped".
Prevention
Excise Goods: do not ship fractional (non-integer) quantities, as this is prohibited by fiscalization rules.
Services: are shipped partially using the same algorithm as goods.
Re-printing: remember that a fiscal receipt for a single invoice can only be printed once.
Settings: Check Settings — Parameters — Receipt (sections "Receipt printing conditions" and "Invoice receipt printing on SRO") to automate payment type selection.
Summary
Enable the "Partial Shipment" toggle on the Proforma tab to create multiple sales invoices for one proforma and print separate receipts for each part of the order.
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