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Agreements / Invoice Fulfillment

Track what was delivered without using “paid” as a delivery status.

Create fulfillment from a product invoice, record partial delivery, post stock movements when goods leave, and keep the customer payment history separate from what was shipped.

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OverviewQuotesApprovalsInvoicesCredits & fulfillment

Create fulfillment from the product invoice

Lynka can create a fulfillment record from an invoice and associate fulfillment quantities with the invoiced products.

That gives Operations a delivery record tied to what the customer was billed for instead of a second product list maintained elsewhere.

Quote to invoice
Show the action state and the right-side import flow.
Draft invoice
Converted from quote
Import from Quote
Finalize Invoice
Customer or Deal
BluePeak Trading
Due date
10/01/2026
Currency
USD
Line item
Qty
Unit
Tax
Line total
Operations platform annual plan
1
1,176.15
15%
USD 1,352.57
Items imported
Imported 1 line item from Q000271.
Import from Quote
Search quotes...
Q000271
Tunnel Lounge
USD 115.00
Ready
Q000289
Summit Advisory
USD 243.80
Expired
Q000257
BluePeak Trading
USD 1,352.57
Ready

Record partial delivery when the whole order does not leave at once

Delivered quantities are tracked separately from the invoice quantity, so an order can leave in stages.

The team can record what went out now and keep the remaining quantity open for another fulfillment event.

Receiving against the purchase order
Goods receipt and stock movement in the same scene.
PO line
Ordered
Received
Status
Launch Kit
25
25
Complete
Support Add-on
10
8
Partial
Onsite training
4
4
Complete
Stock movement
The operational audit beside the receipt.
Warehouse
Main storage
Receipt number
GRN-10024
Matched supplier
Summit Supply Co.
Updated inventory
33 units now available
Last movement
Posted Sep 04, 2026

Post the delivery to stock when it actually leaves inventory

Posting fulfillment can create outbound stock movements for stocked products.

That connects customer delivery with the stock movement history instead of reducing inventory merely because an invoice exists.

Lynka
Products
Suppliers
Purchase Orders
Goods Receipts
Create product
⌂
◔
≣
⌁
▦
Search products...
My records
Product
SKU
Price
Status
Brand
Lemon CRM Suite
PRD-0007
USD 200.00
Active
Northstar
Launch Kit
PRD-0004
USD 30,000.00
Active
BluePeak
Support Add-on
PRD-0008
USD 3,000.00
Active
Cedar Grove
Service Credit
PRD-0011
USD 110.00
Inactive
Atlas
Launch Kit
PRD-0004
Product information
Pricing
Stock
Related
Product name
Launch Kit
Description
Implementation and setup bundle
Category
Services
Brand
BluePeak
Item type
Stocked item
Installation
Standard product

Post the inventory cost with eligible delivery

Fulfillment lines can keep a unit-cost snapshot. When Accounting is enabled, posting eligible fulfillment can create the related cost-of-goods-sold and inventory accounting entry.

That places the inventory cost around the delivery event rather than treating the customer invoice total as the inventory cost.

Inventory valuation
Use color in the stage, not the UI itself.
Stock on hand
284 units
Committed
USD 18,400
Inventory value
USD 142,880
Average margin
34.2%
Profitability by product
Product
Revenue
Margin
Launch Kit
USD 92,000
41%
Support Add-on
USD 37,800
28%
Training bundle
USD 19,500
35%

Do not confuse delivered with paid

Fulfillment records product delivery. Invoice payments record money received. The two states can move at different speeds.

A customer can pay before the final shipment, or receive the full order before the last payment arrives. Lynka does not force those events into one status.

Void a fulfillment when a posted delivery record needs to be reversed

A fulfillment can be voided with a reason while the original fulfillment record remains in the history.

That gives Operations a correction path when a delivery posting was wrong or needs to be reversed.

Do not post a delivery the warehouse cannot cover

Before a stocked-product fulfillment is posted, Lynka can check whether enough stock is available when the workspace does not allow negative stock. If the requested delivery exceeds stock on hand, posting can be stopped instead of creating an unexplained negative balance.

A workspace can choose to allow negative stock through its inventory preference. That makes the behavior explicit rather than leaving shortages to accidental data entry.

Partial delivery stays understandable on a real order

If a customer was invoiced for 100 units and only 60 leave today, the first fulfillment can record 60. A later fulfillment can cover the remaining 40 when the stock is ready.

Payment can still move on its own schedule. The customer may pay before the second shipment, after it, or in parts. Lynka keeps those records separate so delivery progress is not inferred from the invoice balance.

That matters as soon as a customer receives an order in more than one shipment or pays on different timing from delivery.

Product sales often have three different facts: what was billed, what was delivered and what was paid. Lynka keeps those facts related without collapsing them into one status.

Continue through Agreements

Agreements overview

Move customer work into quotes, invoices and payments.

Quotes

Move customer work into quotes, invoices and payments.

Approvals

Move customer work into quotes, invoices and payments.

Invoices

Move customer work into quotes, invoices and payments.

Questions about Invoice Fulfillment

Can I fulfill only part of an invoice?

Yes. Delivered quantities are tracked separately, so product delivery can be recorded in stages.

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