Partially Invoice a Sales Order in Dynamics 365

Description: This operation is common when only part of the order needs to be shipped, while the remainder will be charged at a later date.

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1. Navigate to Modules > Accounts receivable > Orders > All sales orders.
   
2. Create an order following the steps provided in the Create a Sales Order in Dynamics 365 article, and add 2 separate line items to the order.
   
3. Select Complete and accept the Authorization following the steps provided in Process Payments for Sales Orders (Auth) in Dynamics 365.
   
4. Once a payment has been accepted, navigate to the Invoice tab, and under Generate, select Invoice.
   
5. Under Quantity, select All.
   
6. At the bottom of the page, select and Delete one of the line items to invoice it separately.
   
   Note: The same steps can be performed if splitting a refund into two separate payments, the only difference being that you’d do this when invoicing a Return order.
7. Once finished, select OK.
   
   Note: This will capture the original authorization for the partial amount and create a 2nd authorization for the remainder in Lighthouse Transaction Manager (LTM).
8. Go back to the Invoice tab, and under Generate, select Invoice.
   
9. Under Quantity, select All again.
   
10. The only item you should see is the one that has not been invoiced yet, select OK.
    
11. This will capture the second authorization that was previously generated at step 7 and verify in LTM that the transaction amounts and tax calculations are accurate.