For a requirement of Invoice-based prepayments and to apply this to the upcoming Invoices of a Customer, here’s an approach that we can implement that will help in the auto applying of payments.
- For the prepaid reserve capacity amount, we will create a Sales Order, instead of an Invoice with the prepaid reserve capacity service item and then send the PDF (with a custom template) to the Customer. The PDF will be modified to look like an Invoice PDF.
- The amount paid by the customer will be saved as a payment record without applying to any transaction as the prepaid amount.
- While creating monthly Invoices, the NetSuite customisation scripts will find the items that need to be applied for payment and calculate the total amount that is due. Later, the scripts will find the pre-payment record and apply the invoice with the required amount that was fetched as per the items listed in the Invoice.
- And then the invoice can be sent to the Customer that contains the total amount and due amount.
- A sample invoice has been created and a specific amount to the pre-payment.