Partial delivery and invoicing

Move completed work forward without closing the unfinished order.

Ledgez lets a custom order be delivered and invoiced in stages. Finished rooms can move forward while the remaining products stay open, visible and connected to the original sales order.

Built for multi-room and custom-manufactured orders that rarely finish at the same time.

Ledgez workroom dashboard showing production, purchasing and job status
Staged deliverySelect only what is ready
OP
Open remainderUnfinished items stay visible
INV
Flexible invoicingInvoice now or later
1
One order historyNo separate tracking sheet

Designed for how custom projects actually finish

One room may be ready while another is waiting on fabric, hardware or production.

Generic order systems often treat fulfillment as all-or-nothing. Ledgez preserves the ordered quantity, delivered quantity, invoiced quantity and remaining work at the item level.

01

Select completed items

Create a delivery from only the rooms, products or quantities that are physically ready.

02

Keep the rest open

Undelivered items remain on the original sales order with their current production and fulfillment status.

03

Choose when to invoice

Invoice the delivered portion immediately or wait until the full order is complete, based on company policy.

A visible staged order

Everyone can see what moved and what still requires attention.

The current status remains part of the business record instead of living in handwritten notes, emails or an employee’s memory.

  • Ordered, completed, delivered and invoiced status by item
  • Partial quantities remain traceable to the original order
  • Delivery documents reflect only the selected completed work
  • Invoices can be generated from the actual delivery
  • Remaining items stay available for future delivery and billing
Room / productMadeDeliveredInvoiced
Dining Room DraperyCompleteDeliveredInvoiced
Library Roman ShadesCompleteScheduledOpen
Primary Bedroom ValanceIn productionOpenOpen
Living Room HardwareBackorderedOpenOpen
Window treatment installer adjusting a roman shade during on-site completion

What happens in the field matters too

Installation rarely finishes every room at exactly the same time.

A staged fulfillment workflow reflects the reality of custom projects. Some rooms are installed and ready for sign-off while others are still waiting on fabrication, hardware or a follow-up appointment.

  • Support real-world install and completion timing
  • Move completed work to delivery without closing the entire order
  • Keep unfinished items visible for the next visit
  • Reduce confusion between the office, workroom and installer

One order, multiple valid paths

Bill by completed delivery or wait for the final project.

Ledgez supports the financial process without forcing every company into the same billing policy.

A

Invoice the partial delivery

Generate an invoice for the completed and delivered items while the remaining sales-order balance stays open.

  • Improves cash flow on longer custom projects
  • Invoice reflects what the customer actually received
  • Remaining items are available for the next delivery
B

Wait and invoice the full order

Record staged deliveries for tracking, then create the complete invoice after all ordered work is fulfilled.

  • Supports companies that prefer final-project billing
  • Delivery history remains available before invoicing
  • One complete customer invoice at the end

Questions about staged fulfillment

How partial delivery works in practice.

Can we deliver only one room from a multi-room project?

Yes. The delivery can contain only the selected completed items while the remaining rooms stay open on the original sales order.

Do we have to invoice every partial delivery?

No. A company can invoice the delivered portion or wait until the entire order is complete, depending on its billing policy.

What happens to items that are not ready?

They remain visible on the sales order with their remaining quantities and current production or purchasing status.

Can the customer receive a delivery document?

Yes. The delivery document can reflect the products and quantities included in that specific fulfillment event.

Does partial invoicing affect the accounting record?

The invoice, receivable and payment activity remain connected to the original customer order and delivered items.

Bring a multi-room order

See how Ledgez handles a project that finishes in stages.

A representative order lets the demonstration show delivery selection, the remaining balance and the available invoicing paths.

See Ledgez in your workflowSchedule a demo