[IMP] sales: updated down payment doc for 16

closes odoo/documentation#6872

X-original-commit: 9fc9c2f52d
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/sales/sales/invoicing/down_payment.rst

@@ -9,176 +9,252 @@ With a down payment, the buyer pays a portion of the total amount owed while agr
 remaining amount at a later date. In turn, the seller provides goods or services to the buyer after
 accepting the down payment, trusting that the remaining amount will be paid later on.
 
-Initial down payment request
-============================
+Create invoices
+===============
 
 When a sales order is confirmed, the option to create an invoice becomes available, via the
 :guilabel:`Create Invoice` button, located in the upper-left corner of the sales order form. When
 clicked, a :guilabel:`Create invoices` pop-up appears.
 
+.. image:: down_payment/create-invoices-popup-form.png
+   :align: center
+   :alt: Create invoices pop-up form that appears in Odoo Sales.
+
 .. note::
-   Invoices are automatically created in drafts, so they can be reviewed before validation.
+   Invoices are automatically created as drafts, so they can be reviewed before validation.
 
 On the :guilabel:`Create invoices` pop-up, there are 3 options to choose from in the
 :guilabel:`Create Invoice` field:
 
 - :guilabel:`Regular invoice`
-   .. note::
-      If :guilabel:`Regular Invoice` is selected the other fields disappear, as they only pertain to
-      down payment configurations.
 - :guilabel:`Down payment (percentage)`
 - :guilabel:`Down payment (fixed amount)`
 
-In terms of a down payment, it can either be a fixed amount or a percentage of the total amount.
+.. note::
+   If :guilabel:`Regular Invoice` is selected, the other fields disappear, as they only pertain to
+   down payment configurations.
 
-Once the desired down payment option is selected in the :guilabel:`Create Invoice` field, designate
-the desired amount (either as a percentage or fixed amount) in the :guilabel:`Down Payment Amount`
-field.
+Initial down payment request
+============================
 
-Then, select the appropriate income account for the invoice in the :guilabel:`Income Account` field,
-and add a tax amount, if necessary, in the :guilabel:`Customer Taxes` field. These settings will be
-reused for future down payments.
+On the :guilabel:`Create invoices` pop-up form, the down payment options are:
 
-.. image:: down_payment/create-invoices-popup-form.png
+- :guilabel:`Down payment (percentage)`
+- :guilabel:`Down payment (fixed amount)`
+
+Once the desired down payment option is selected in the :guilabel:`Create Invoice` field on the
+pop-up form, designate the desired amount, either as a percentage or a fixed amount, in the
+:guilabel:`Down Payment Amount` field.
+
+Then, select the appropriate income account for the invoice in the :guilabel:`Income Account` field.
+Next, select a tax amount, if necessary, in the :guilabel:`Customer Taxes` drop-down field.
+
+.. image:: down_payment/create-invoices-popup-form-filled-out.png
    :align: center
-   :alt: How to configure a down payment on Odoo Sales.
+   :alt: A create invoices pop-up form with down payment fields filled in with information.
 
-.. important::
-   When a down payment is first requested, a new product called :guilabel:`Down payment` is created.
-   This product is registered as a :guilabel:`Service` product, with an invoicing policy of
-   :guilabel:`Ordered quantities`. This product can be edited and modified at any time.
+Once all fields are filled in with the desired information, click the :guilabel:`Create Draft
+Invoice` button. Upon clicking this button, Odoo reveals the :guilabel:`Customer Invoice Draft`.
+
+In the :guilabel:`Invoice Lines` tab of the :guilabel:`Customer Invoice Draft`, the down payment
+that was just configured in the :guilabel:`Create invoices` pop-up form appears as a
+:guilabel:`Product`.
+
+.. image:: down_payment/down-payment-product-inv-draft.png
+   :align: center
+   :alt: Down payment as a product in the invoice lines tab of a customer invoice draft in Odoo.
+
+.. note::
+   When the :guilabel:`Down payment` product in the :guilabel:`Invoice Lines` tab is clicked, Odoo
+   reveals the product form for the down payment.
+
+   By default, the :guilabel:`Product Type` of down payment products generated for invoices are set
+   as :guilabel:`Service`, with the :guilabel:`Invoicing Policy` set to :guilabel:`Prepaid/Fixed
+   Price`.
+
+   .. image:: down_payment/down-payment-product.png
+      :align: center
+      :alt: Down payment product form with service product type and invoicing policy field.
+
+   This product can be edited/modified at any time.
 
 .. warning::
-   If :guilabel:`Delivered quantities` is chosen as the invoicing policy, an invoice will **not** be
-   able to be created.
+   If :guilabel:`Based on Delivered Quantity (Manual)` is chosen as the :guilabel:`Invoicing
+   Policy`, an invoice will **not** be able to be created.
 
-Request a 50% down payment
-==========================
+Example: request 50% down payment
+=================================
 
-For the following example, the flow involves a 50% amount down payment on a product with
-:guilabel:`Ordered quantities` as the invoicing policy.
+.. note::
+   The following example involves a 50% amount down payment on a product (:guilabel:`Cabinet with
+   Doors`) with :guilabel:`Ordered quantities` as the :guilabel:`Invoicing Policy`.
+
+   .. image:: down_payment/cabinet-product-details.png
+      :align: center
+      :alt: Cabinet with doors product form showcasing various details and fields.
 
 .. seealso::
-   :doc:`/applications/sales/sales/invoicing/invoicing_policy`
+   :doc:`invoicing_policy`
 
-When the order is confirmed (via the :guilabel:`Confirm` button), it's time to create/view the
-invoice, by clicking :guilabel:`Create Invoice`.
+First, navigate to :menuselection:`Sales app --> New`, and add a :guilabel:`Customer` to the
+quotation.
 
-Then, on the :guilabel:`Create invoices` pop-up window that appears, select :guilabel:`Down payment
-(percentage)`, and type `50` in the :guilabel:`Down Payment Amount` field. Lastly, click
-:guilabel:`Create and View Invoice` to create and view the invoice.
+Then, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, and select the
+:guilabel:`Cabinet with Doors` product.
 
-.. image:: down_payment/create-invoices-popup.png
+When the order is confirmed (via the :guilabel:`Confirm` button), the quotation turns into a sales
+order. Once this occurs, create and view the invoice by clicking :guilabel:`Create Invoice`.
+
+.. image:: down_payment/cabinet-sales-orders-confirmed.png
    :align: center
-   :alt: Create invoices pop up window in Odoo Sales.
+   :alt: Cabinet with doors sales order that's been confirmed in the Odoo Sales application.
 
-Doing so reveals the draft invoice, which mentions the down payment.
+Next, on the :guilabel:`Create invoices` pop-up window that appears, select :guilabel:`Down payment
+(percentage)`, and type `50` in the :guilabel:`Down Payment Amount` field.
 
-.. image:: down_payment/draft-invoice.png
+.. note::
+   The :guilabel:`Income Account` and :guilabel:`Customer Taxes` fields are *not* required fields,
+   and they will *not* appear if they've already been preconfigured in previous down payment
+   requests.
+
+   For more information, check out the documentation on :ref:`customer taxes modification on down
+   payments <sales/invoicing/customer-tax-modification-down-payments>` and :ref:`income account
+   modification on down payments <sales/invoicing/income-account-modification>`.
+
+Lastly, click :guilabel:`Create Draft Invoice` to create and view the invoice draft.
+
+Clicking :guilabel:`Create Draft Invoice` reveals the draft invoice, which includes the down
+payment as a :guilabel:`Product` in the :guilabel:`Invoice Lines` tab.
+
+From there, the invoice can be confirmed and posted by clicking :guilabel:`Confirm`. Confirming the
+invoice changes the status from :guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new
+series of buttons at the top of the page.
+
+.. image:: down_payment/draft-invoice-sample.png
    :align: center
    :alt: A sample draft invoice with down payment mentioned in Odoo Sales.
 
-From there, the invoice can be confirmed/posted, and the payment can be registered. Return to the
-sales order, via the breadcrumbs.
+From those buttons, the payment can be registered by clicking :guilabel:`Register Payment`.
 
-On the sales order, the option to view what the customer will see is available, via the
-:guilabel:`Customer Preview` smart button, and the :guilabel:`Invoice` button reveals the drafted
-invoice. In either case, the down payment is mentioned on both the sales order and draft invoice.
-
-.. image:: down_payment/down-payment-line-item.png
+.. image:: down_payment/register-payment-button.png
    :align: center
-   :alt: How the down payment is mentioned on the sales order in Odoo Sales.
+   :alt: Showcase of the Register Payment button on a confirmed customer invoice.
 
-To confirm and register the first payment of the down payment, click the :guilabel:`Invoices` smart
-button to return to the invoice. On the :guilabel:`Customer Invoice` page, click
-:guilabel:`Confirm`, then :guilabel:`Register Payment` to open a :guilabel:`Register Payment`
-pop-up form.
+Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-populated with the
+necessary information. Confirm the information provided is correct and make any necessary
+adjustments. When ready, click the :guilabel:`Create Payment` button.
 
-.. image:: down_payment/register-payment-popup.png
+.. image:: down_payment/register-payment-pop-up-window.png
    :align: center
-   :alt: How the register payment pop up looks in Odoo Sales.
+   :alt: Showcase of the Register Payment pop-up window with create payment button.
 
-On this form, select the appropriate :guilabel:`Journal` and confirm that the down payment amount
-is correct in the :guilabel:`Amount` field. Then, make any other modifications to the other fields,
-if necessary, before clicking :guilabel:`Create Payment`.
+After clicking :guilabel:`Create Payment`, Odoo reveals the customer invoice, now with a green
+:guilabel:`In Payment` banner in the upper-right corner.
 
-Odoo returns to the invoice, which now has a green :guilabel:`In Payment` banner visible in the
-upper-right corner.
-
-.. image:: down_payment/paid-banner-invoice-1.png
+.. image:: down_payment/customer-invoice-green-payment-banner.png
    :align: center
-   :alt: How the initial down payment invoice has a green paid banner in Odoo Sales.
+   :alt: Customer Invoice with a green In Payment banner located in the upper-right corner.
 
 Now, when the customer wants to pay the remaining amount of the order, another invoice must be
-created. To do that, return to the sales order, and click :guilabel:`Create Invoice`.
+created. To do that, return to the sales order, via the breadcrumb links.
 
-On the :guilabel:`Create invoices` pop-up window, there is now an option to :guilabel:`Deduct down
-payments`, which is selected by default.
+Back on the sales order, a new :guilabel:`Down Payments` section is present in the :guilabel:`Order
+Lines` tab, along with the down payment that was just invoiced and posted.
 
-.. image:: down_payment/deduct-down-payments-option.png
+.. image:: down_payment/down-payments-section-order-lines.png
+   :align: center
+   :alt: The down payments section in the order lines tab of a sales order.
+
+Next, click the :guilabel:`Create Invoice` button.
+
+On the :guilabel:`Create invoices` pop-up window that appears, there are two new fields:
+:guilabel:`Already invoiced` and :guilabel:`Amount to invoice`.
+
+.. image:: down_payment/create-invoices-pop-up-already-invoiced.png
    :align: center
    :alt: The deduct down payment option on the create invoices pop up in Odoo Sales.
 
-If the remaining amount is ready to be paid, the :guilabel:`Regular Invoice` option should be
-selected, and the :guilabel:`Deduct down payments` option should *stay* selected. Then, click
-:guilabel:`Create and View Invoice`.
+If the remaining amount is ready to be paid, select the :guilabel:`Regular Invoice` option. Odoo
+will create an invoice for the exact amount needed to complete the total payment, as indicated in
+the :guilabel:`Amount to invoice` field.
 
-Doing so reveals a separate :guilabel:`Invoices` page, listing all the invoices for that specific
-sales order. Each invoice line item displays all the necessary information related to each invoice,
-along with the current :guilabel:`Payment Status`.
+Once ready, click :guilabel:`Create Draft Invoice`.
 
-.. image:: down_payment/down-payment-invoices-page.png
+Doing so reveals another :guilabel:`Customer Invoice Draft` page, listing *all* the invoices for
+that specific sales order in the :guilabel:`Invoice Lines` tab. Each invoice line item displays all
+the necessary information related to each invoice.
+
+To complete the flow, click :guilabel:`Confirm`, which changes the status of the invoice from
+:guilabel:`Draft` to :guilabel:`Posted`. Then, click :guilabel:`Register Payment`.
+
+Once again, the :guilabel:`Register Payment` appears, with all fields auto-populated with the
+necessary information, including the remaining amount left to be paid on the order.
+
+.. image:: down_payment/second-register-payment-popup.png
    :align: center
-   :alt: The down payment invoices page in Odoo Sales.
+   :alt: The second register payment pop-up form in Odoo sales.
 
-To complete the flow, select the invoice with the :guilabel:`Not Paid` status, which opens that
-invoice. On the invoice page, click :guilabel:`Confirm`, then :guilabel:`Register Payment`, and
-confirm that the remaining :guilabel:`Amount` is correct. Then, click :guilabel:`Create Payment`.
+After confirming that information, click :guilabel:`Create Payment`. Doing so reveals the final
+:guilabel:`Customer Invoice` with a green :guilabel:`In Payment` banner in the upper-right corner.
+Also, both down payments are present in the :guilabel:`Invoice Lines` tab.
 
-That pop-up window disappears, and a green :guilabel:`In Payment` banner is now present on the
-invoice. The line items on the invoice show that the total amount has been paid, including mentions
-of the down payment, and the flow is complete.
+.. image:: down_payment/second-down-payment-in-payment-invoice.png
+   :align: center
+   :alt: The second down payment invoice with in payment banner in Odoo Sales.
 
-This flow is also possible with the :guilabel:`Fixed amount` down payment option.
+At this point, the flow is now complete.
+
+.. note::
+   This flow is also possible with the :guilabel:`Fixed amount` down payment option.
 
 .. important::
    If a down payment is used with a product that has a :guilabel:`Delivered quantities` invoicing
    policy, the down payments will **not** be able to be deducted when it comes time to invoice the
-   customer. This is because, due to the invoicing policy, the product(s) would have to be delivered
-   *before* creating the final invoice.
+   customer.
+
+   This is because, due to the invoicing policy, the product(s) would have to be delivered *before*
+   creating the final invoice.
 
    If nothing has been delivered, a :guilabel:`Credit Note` is created, which cancels the draft
-   invoice that was created after the down payment. To utilize the :guilabel:`Credit Note` option,
-   the *Inventory* application must be installed, in order to confirm the delivery. Otherwise, the
-   delivered quantity can be entered manually directly on the sales order.
+   invoice that was created after the down payment.
 
-Income account and customer taxes modifications
-===============================================
+   To utilize the :guilabel:`Credit Note` option, the *Inventory* application must be installed, in
+   order to confirm the delivery. Otherwise, the delivered quantity can be entered manually directly
+   on the sales order.
+
+.. _sales/invoicing/customer-tax-modification-down-payments:
+
+Customer taxes modification on down payments
+============================================
 
 To adjust the income account and customer taxes attached to a down payment, navigate to the
 :guilabel:`Products` page (:menuselection:`Sales app --> Products --> Products`), search for the
 `Down Payment` product in the search bar, and select it to reveal the product detail page.
 
-On the :guilabel:`Down Payment` product page, click :guilabel:`Edit`, then scroll down to the
-:guilabel:`General Information` tab. In this tab, the customer taxes can be modified in the
-:guilabel:`Customer Taxes` field.
+On the :guilabel:`Down Payment` product page, in the :guilabel:`General Information` tab, the
+customer taxes can be modified in the :guilabel:`Customer Taxes` field.
 
 .. image:: down_payment/customer-taxes-field.png
    :align: center
-   :alt: How to modify the income account link to down payments
+   :alt: How to modify the income account link to down payments.
+
+.. _sales/invoicing/income-account-modification:
+
+Income account modification on down payments
+============================================
 
 To change or adjust the income account attached to the :guilabel:`Down Payment` product page, the
-*Accounting* app **must** be installed. With the *Accounting* app installed, the
-:guilabel:`Accounting` tab becomes available on the product page. That tab will **not** be
-accessible without the *Accounting* app installed.
+*Accounting* app **must** be installed.
+
+With the *Accounting* app installed, the :guilabel:`Accounting` tab becomes available on the product
+page. That tab will **not** be accessible without the *Accounting* app installed.
 
 In the :guilabel:`Accounting` tab, the income account can be changed in the :guilabel:`Income
-Account` field, in the :guilabel:`Receivables` section. Once all desired changes are complete, click
-:guilabel:`Save`.
+Account` field, located in the :guilabel:`Receivables` section.
 
 .. image:: down_payment/income-account.png
    :align: center
-   :alt: How to modify the income account link to down payments
+   :alt: How to modify the income account link to down payments.
 
 .. seealso::
-   :doc:`/applications/sales/sales/invoicing/invoicing_policy`
+   :doc:`invoicing_policy`