diff --git a/sales/invoicing/down_payment.rst b/sales/invoicing/down_payment.rst index 8d39780ba..a3026ed40 100644 --- a/sales/invoicing/down_payment.rst +++ b/sales/invoicing/down_payment.rst @@ -2,44 +2,98 @@ Request a down payment ====================== -A down payment is an initial, partial payment, with the agreement that -the rest will be paid later. For expensive orders or projects, it is a -way to protect yourself and make sure your customer is serious. +A down payment is a partial payment made by the buyer when a sales contract is concluded. This +implies both parties' full commitment (seller and buyer) to honor the contract. With a down payment, +the buyers show their will to acquire the product and agree to pay the rest later, while the sellers +are obliged to provide the goods by accepting it. + +Sometimes a down payment is required for expensive orders or projects. That way, you can protect +yourself and make sure that your customer is reliable. First time you request a down payment ===================================== -When you confirm a sale, you can create an invoice and select a down -payment option. It can either be a fixed amount or a percentage of the -total amount. +When a sales order is confirmed, you then have the possibility to create an invoice. Invoices +are automatically created in drafts so that you can review them before validation. To create an +invoice, Odoo Sales offers you 3 options: -The first time you request a down payment you can select an income -account and a tax setting that will be reused for next down payments. +- Regular invoice +- Down payment (percentage) +- Down payment (fixed amount) -.. image:: media/down_payment01.png +In terms of down payment, it can either be a fixed amount or a percentage of the total amount. The +first time you request a down payment, you can set a percentage or a fixed amount of your choice, +and select the right income account and taxes. These settings will be reused for future down +payments. + +.. image:: media/down_payment_1.png :align: center + :alt: How can you do a down payment on Odoo Sales? -You will then see the invoice for the down payment. +.. important:: + When you request your first down payment, a new product called **Down payment** will be created. + This product will be registered as a **service** product with an invoicing policy of + **ordered quantities**. As a reminder, you can edit this product and modify it at any time. + Please note that if you choose **delivered quantities** as invoicing policy, + **you will not be able to create an invoice**. -.. image:: media/down_payment02.png +Basic sales flow using down payments +==================================== + +For this first example, we will use a 50% amount down payment with a product using +**ordered quantities** as invoicing policy. Make sure to check out our documentation about invoicing +policies here: :doc:`invoicing_policy` , before requesting your first down payment. When it comes to +create and view the invoice, you will only have access to a draft invoice mentioning the down +payment (as you can see below). + +.. image:: media/down_payment_2.png :align: center + :alt: What is a basic sales flow using down payments on Odoo Sales (1)? -On the subsequent or final invoice, any prepayment made will be -automatically deducted. +There, you can post the invoice and register the payment of your customer. But, we all know that in +real life this flow does not happen immediately. So, for now, you can return to the sales order. +There, you will have the possibility to see the order as a customer with the **Customer preview** +button or to reach easily the previous draft invoice with the **Invoice** button. In any case, the +down payment will be mentioned on both (sales order and draft invoice). -.. image:: media/down_payment03.png +.. image:: media/down_payment_3.png :align: center + :alt: What is a basic sales flow using down payments on Odoo Sales (2)? + +To complete the flow, when the customer wants to pay the rest of his sales order, you must create +another invoice. Once again, you will have the choice to make another down payment or to deduct all +the down payments and so, paying the rest of the invoice as a regular invoice. + +.. image:: media/down_payment_4.png + :align: center + :alt: What is a basic sales flow using down payments on Odoo Sales (3)? + +This flow is also possible with a down payment taking into account a fixed amount. + +.. important:: + Be careful that if you do a down payment with a product using **delivered quantities** as + invoicing policy, you won’t be able to deduct all the down payments when it comes to invoicing + your customer. Indeed, you have to deliver a product before creating the final invoice. If + nothing has been delivered, you create a **credit note** that cancels the draft invoice + created after the down payment. To do so, you have to install the **Inventory App** to confirm + the delivery. Otherwise, you can enter the delivered quantity manually on the sales order. Modify the income account and customer taxes ============================================ -From the products list, search for *Down Payment*. +From the products list, search for the **Down Payment** product. -.. image:: media/down_payment04.png +.. image:: media/down_payment_5.png :align: center + :alt: Creation of a down payment product on Odoo Sales -You can then edit it, under the invoicing tab you will be able to change -the income account & customer taxes. +You can edit it and under the **General Information Tab** you will be able to change the customer +taxes. Now, to change the income account, you will need to install the **Accounting App** to have +the possibility to see the **Accounting Tab** on the product form. -.. image:: media/down_payment05.png +.. image:: media/down_payment_6.png :align: center + :alt: How to modify the income account link to down payments + +.. seealso:: + - :doc:`invoicing_policy` \ No newline at end of file diff --git a/sales/invoicing/media/down_payment01.png b/sales/invoicing/media/down_payment01.png deleted file mode 100644 index 84c0458e2..000000000 Binary files a/sales/invoicing/media/down_payment01.png and /dev/null differ diff --git a/sales/invoicing/media/down_payment02.png b/sales/invoicing/media/down_payment02.png deleted file mode 100644 index 5694d8fa1..000000000 Binary files a/sales/invoicing/media/down_payment02.png and /dev/null differ diff --git a/sales/invoicing/media/down_payment03.png b/sales/invoicing/media/down_payment03.png deleted file mode 100644 index 806b3b9b2..000000000 Binary files a/sales/invoicing/media/down_payment03.png and /dev/null differ diff --git a/sales/invoicing/media/down_payment04.png b/sales/invoicing/media/down_payment04.png deleted file mode 100644 index 4bceb7d40..000000000 Binary files a/sales/invoicing/media/down_payment04.png and /dev/null differ diff --git a/sales/invoicing/media/down_payment05.png b/sales/invoicing/media/down_payment05.png deleted file mode 100644 index bf1465363..000000000 Binary files a/sales/invoicing/media/down_payment05.png and /dev/null differ diff --git a/sales/invoicing/media/down_payment_1.png b/sales/invoicing/media/down_payment_1.png new file mode 100644 index 000000000..9a023fe4d Binary files /dev/null and b/sales/invoicing/media/down_payment_1.png differ diff --git a/sales/invoicing/media/down_payment_2.png b/sales/invoicing/media/down_payment_2.png new file mode 100644 index 000000000..d58b8798e Binary files /dev/null and b/sales/invoicing/media/down_payment_2.png differ diff --git a/sales/invoicing/media/down_payment_3.png b/sales/invoicing/media/down_payment_3.png new file mode 100644 index 000000000..49fc89866 Binary files /dev/null and b/sales/invoicing/media/down_payment_3.png differ diff --git a/sales/invoicing/media/down_payment_4.png b/sales/invoicing/media/down_payment_4.png new file mode 100644 index 000000000..b317b69fa Binary files /dev/null and b/sales/invoicing/media/down_payment_4.png differ diff --git a/sales/invoicing/media/down_payment_5.png b/sales/invoicing/media/down_payment_5.png new file mode 100644 index 000000000..099ab60d8 Binary files /dev/null and b/sales/invoicing/media/down_payment_5.png differ diff --git a/sales/invoicing/media/down_payment_6.png b/sales/invoicing/media/down_payment_6.png new file mode 100644 index 000000000..2efdd1805 Binary files /dev/null and b/sales/invoicing/media/down_payment_6.png differ