Staged Invoices

This help guide will take you through the process of setting up a staged invoice in the enterprise system.

  1. Select the Sales order you would like to setup for staged invoicing and double click into it.

  1. Click in to the Despatch/Payment tab and select Staged as the invoice type. Tick the save changes icon to save the change.

  1. Highlight the sales order you have just set to staging and Click on the generate invoice button.

  1. You will then be greeted with the Select Sales Order Detail screen. From here you can choose from two options. You can either choose Consolidated (All lines from the Sales Order) or Item By Item (will create an invoice for each product line).

  1. The next screen to appear will be the options relating to the staged invoices placed on the system. From this page you can edit many different options for these invoices but the two we are going to focus on are “Invoice on Day of month:” and “No. Of Stages”.


Invoice on Day Of Month will set those invoice for a particular date of the month from the 1st to the 31st.


The Number of Stages will determine how many staged invoices are created.


Once you are happy with your selection select the Blue Arrow to move to the next stage.

  1. You will then be greeted with your selections. This window will detail all of the staged invoices, the date they are due on and the value. From this screen you can edit the percentage of each individual invoice. To do this double click into a percentage value and type in the percentage you wish that invoice to be. After you edit a percentage value of one of the staged invoices, the other invoices will automatically change to calculate 100%. Click the tick button at the bottom right once you are happy with your invoices.


  1. After saving the changes your staged invoices will now be in the system. To look at your staged invoices navigate to the Sales Invoices screen and select the Rec/Staged Inv button.

  1. You will now be able to see the staged invoices you have created.

  1. From this screen you can select the due dates of the invoices or generate these invoices at any time by highlighted an invoice and selecting the Generate Invoice button. 

When it is a due date of a staged invoice, that invoice will then appear in the Sales Invoicing screen.

  1. If you need to make any changes to your Staged Invoices navigate to Invoices & Payables > Staged Invoices.

Double click in to your staged invoices and this will allow you to edit multiple different aspects of the Staged Invoices.


If you need any further assistance, please contact support on any of the following channels found below.

Tel: +44 (0) 844 509 0030

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