create retainer invoice from sales order
There needs to be a way to show the trail Estimate (Retainer Invoice) to Sales Order (showing retainer payment) to Invoice.
Currently, you can set auto accept to invoice, but not sales order and there needs to be a way to show the retainer payment on the sales order.
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Anonymous
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Andy commented
For us, the flow is Estimate > Sales Order > Retainer Invoice > Payments > Purchase Order > Bill > SO to Invoice (against Retainer) > Delivery.
Would be good to convert SO to Retainer and see a trail through all steps. Generally, Retainer is quite basic, can't even select products....