I have been testing the work flow, from processing quotes to receiving payments and I have come across two errors.
This is my process:
I create a quote with a few line items on it.
Payment plan is set to "Deposit plus user defined"
Customer clicks to accept the quote items.
Customer selects Pay Offline to pay the deposit ("Payment is Required" is set to "Yes")
There is a warning on the front end stating that the quote will not be enacted until payment is received.
In the back-end I click on the "awaiting payment" icon in the Quotes summary. This opens a window to enter in the payment.
I enter in a payment of 40% as if the customer had sent me a check for the deposit.
When the deposit payment is recorded, an order and invoice are automatically created.
When I check in the front-end, the invoice states "Part Paid" and the payment details appear on the invoice.
1st error: When I click on the "Pay this Invoice" button in the front end invoice summary, it states "Invoice #0012 has already been paid. You cannot pay it again!"
In the middle of writing this, I went back to check all my settings and discovered that the nominal ledger amount was incorrect. When I clicked on the "awaiting payment" icon, the payment screen opened with the amount already populated with the total, NOT the deposit amount. When I changed this amount to the deposit amount, the value in the nominal ledger did not change, it remained at the full amount. This caused the invoice to appear paid by nbill even though there was a balance due still showing on the frontend.
2nd error: The above process was attempted with "Auto-create Invoice" set to "No", as this is my desired operation. When I click the "awaiting payment" icon in the quote summary backend, I get an error message that states "NBILL_QUOTE_NO_INVOICE_GENERATED".
I would like to be able to create a quote which will require a 40% deposit to accept. Once the payment is received, I want to auto create the orders (I will be calling them work orders). I will edit the order status to "to be scheduled", "scheduled", "in progress", "completed", or whatever, as the work is being completed. Then, upon completion (or upon a good amount of progress for larger jobs), I will issue an invoice for the remaining payment (or progress payment). I do not want to issue an invoice up-front, because accepting the deposit at the quote stage is acceptable. I do not want my customers to get the "an invoice has been created" message and I don't want the invoice to be available until the work is completed (or partially completed).
Is there any way to accept a deposit for a quote without auto-creating an invoice?