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guidance needed for PO setup

edited Jan 30, 2019 4:31PM in Receivables & Collections 5 comments

Summary

How do we set up PO so that services consumed are reconciled with invoices issued every billing cycle?

Content

Customer X issues a PO for $4,000 to us for our services, meaning, they will buy our services up until the amount of services consumed reaches $4,000 for say Q1 2019. The customer is not sending us money, they will pay on a monthly basis as usual until  they run out of funds. Then, we need to reach out to them to let them know they’re nearing or have run out of funds to continue to consume our services.

We need a way in our Fusion Financials to enter that amount as a (pre-payment or any other way) for services to be consumed and reconcile with invoices issued every billing cycle.

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