diff --git a/content/applications/sales/sales/invoicing/invoicing_policy.rst b/content/applications/sales/sales/invoicing/invoicing_policy.rst index 595c0de01..b4da02c06 100644 --- a/content/applications/sales/sales/invoicing/invoicing_policy.rst +++ b/content/applications/sales/sales/invoicing/invoicing_policy.rst @@ -4,78 +4,82 @@ Invoice based on delivered or ordered quantities Different business policies might require different options for invoicing: -- The **Invoice what is ordered** rule is used as **default mode** in Odoo Sales, which means that - customers will be invoiced once the sales order is confirmed. +- The *Invoice what is ordered* rule is used as the default mode in Odoo *Sales*, which means + customers are invoiced once the sales order is confirmed. +- The *Invoice what is delivered* rule invoices customers once the delivery is done. This rule is + often used for businesses that sell materials, liquids, or food in large quantities. In these + cases, the ordered quantity may differ slightly from the delivered quantity, making it preferable + to invoice the quantity actually delivered. -- The **Invoice what is delivered** rule will invoice customers once the delivery is done. This rule - concerns businesses that sell materials, liquids or food in large quantities. In these cases, the - quantity might diverge a little bit and it is, therefore, preferable to invoice the quantity - actually delivered. +Being able to have different invoicing options provides more flexibility. -Being able to have different invoicing options allow you more flexibility. Indeed, you need to know -exactly how to invoice your customers for different situations. +Invoicing policy features +========================= -Activate these features -======================= +To activate the necessary invoicing policy features, go to :menuselection:`Sales app --> +Configuration --> Settings`, and under the :guilabel:`Invoicing` heading, select an +:guilabel:`Invoicing Policy` rule: :guilabel:`Invoice what is ordered` or :guilabel:`Invoice what is +delivered`. -Go to :menuselection:`Sales --> Configuration --> Settings` and under **Invoicing policy** choose -the rule you want to apply. - -.. image:: invoicing_policy/invoicing_policy_1.png +.. image:: invoicing_policy/invoicing-policy-setting.png :align: center - :class: img-thumbnail - :alt: How to choose your invoicing policy on Odoo Sales? + :alt: Choosing an invoicing policy on Odoo Sales. .. important:: - If you decide to choose the **Invoice what is delivered** rule, you will not be able to - activate the feature called **Automatic invoice**, which automatically generates invoices when - the online payment is confirmed. + If the :guilabel:`Invoice what is delivered` rule is chosen, it is **not** possible to activate + the :guilabel:`Automatic Invoice` feature, which automatically generates invoices when an online + payment is confirmed. -Choose an invoicing policy on a product form -============================================ +Invoicing policy on product form +================================ -From any product page, under the **Sales tab**, you will find the invoicing policy, which can be -manually changed. +On any product page, via the :menuselection:`Sales app --> Products --> Products dashboard`, locate +the :guilabel:`Invoicing Policy` option located under the :guilabel:`General Information` tab. It +can be changed manually using the drop-down menu. -.. image:: invoicing_policy/invoicing_policy_5.png +.. image:: invoicing_policy/invoicing-policy-general-info-tab.png :align: center - :class: img-thumbnail - :alt: How to change your invoicing policy on a product form on Odoo Sales? + :alt: How to change your invoicing policy on a product form on Odoo Sales. Impact on sales flow ==================== -On Odoo Sales, the basic sales flow will be to create a quotation, send it to your customer, -wait for confirmation, confirm the sales order and create an invoice. +In Odoo *Sales*, the basic sales flow starts with the creation of a quotation. Then, that quotation +is sent to a customer. Next, it needs to be confirmed, which turns the quotation into a sales order. +This, in turn, creates an invoice. -- **Invoice what is ordered**: No impact on this basic sales flow. Indeed, you can invoice as soon - as the sale is confirmed. +The following is a breakdown of how invoicing policy rules impact the aforementioned sales flow: -- **Invoice what is delivered**: Small impact on sales flow because you will have to manually - enter the delivered quantity on the sales order or to install the **Inventory App** to confirm the - delivered quantity before creating an invoice, with the **Sales App**. Indeed, if you try to - create an invoice without validating the delivered quantity, you will receive an error message as - below. +- :guilabel:`Invoice what is ordered`: No impact on the basic sales flow. An invoice is created as + soon as a sale is confirmed. +- :guilabel:`Invoice what is delivered`: Minor impact on sales flow, because the delivered quantity + needs to be manually entered on the sales order. Or, the *Inventory* app can be installed and used + to confirm the delivered quantity before creating an invoice with the *Sales* app. - .. image:: invoicing_policy/invoicing_policy_3.png - :class: img-thumbnail - :alt: How the choice of your invoicing policy impacts your sales flow on Odoo Sales? +.. warning:: + If a user attempts to create an invoice without validating the delivered quantity, the following + error message appears: :guilabel:`There is no invoiceable line. If a product has a Delivered + quantities invoicing policy, please make sure that a quantity has been delivered.` + + .. image:: invoicing_policy/invoicing-policy-error-message.png + :align: center + :alt: If Delivered Quantities invoicing policy is chosen, ensure a quantity has been delivered. .. note:: - Once the quotation is confirmed and that the status went from **Quotation sent** to - **Sales order**, you are able to see your delivered and invoiced quantities directly from your - sales order (it is true for both rules). + Once a quotation is confirmed, and the status changes from :guilabel:`Quotation sent` to + :guilabel:`Sales order`, the delivered and invoiced quantities are available to view, directly + from the sales order. This is true for both invoicing policy rule options. - .. image:: invoicing_policy/invoicing_policy_4.png + .. image:: invoicing_policy/invoicing-policy-order-lines.png :align: center - :class: img-thumbnail - :alt: How to see your delivered and invoiced quantities on Odoo Sales? + :alt: How to see your delivered and invoiced quantities on Odoo Sales. - Odoo will automatically add the quantities to the invoice (even if it is a partial delivery). + Odoo automatically adds the quantities to the invoice, both :guilabel:`Delivered` and + :guilabel:`Invoiced`, even if it's a partial delivery, when the quotation is confirmed. -Finally, to create an invoice, you will have different possibilities: regular invoice or down -payment (percentage or fixed amount). +Finally, there are a few different options to create an invoice: :guilabel:`Regular invoice`, +:guilabel:`Down payment (percentage)` or :guilabel:`Down payment (fixed amount)`. -.. important:: - Be sure to check out our documentation about down payment here: :doc:`down_payment`, to master - this incredible feature. +.. seealso:: + Be sure to check out the documentation explaining down payment options to learn more: + :doc:`/applications/sales/sales/invoicing/down_payment` diff --git a/content/applications/sales/sales/invoicing/invoicing_policy/invoicing_policy_3.png b/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-error-message.png similarity index 100% rename from content/applications/sales/sales/invoicing/invoicing_policy/invoicing_policy_3.png rename to content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-error-message.png diff --git a/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-general-info-tab.png b/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-general-info-tab.png new file mode 100644 index 000000000..658440b14 Binary files /dev/null and b/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-general-info-tab.png differ diff --git a/content/applications/sales/sales/invoicing/invoicing_policy/invoicing_policy_4.png b/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-order-lines.png similarity index 100% rename from content/applications/sales/sales/invoicing/invoicing_policy/invoicing_policy_4.png rename to content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-order-lines.png diff --git a/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-setting.png b/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-setting.png new file mode 100644 index 000000000..890c769aa Binary files /dev/null and b/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-setting.png differ diff --git a/content/applications/sales/sales/invoicing/invoicing_policy/invoicing_policy_1.png b/content/applications/sales/sales/invoicing/invoicing_policy/invoicing_policy_1.png deleted file mode 100644 index 8a74347eb..000000000 Binary files a/content/applications/sales/sales/invoicing/invoicing_policy/invoicing_policy_1.png and /dev/null differ diff --git a/content/applications/sales/sales/invoicing/invoicing_policy/invoicing_policy_5.png b/content/applications/sales/sales/invoicing/invoicing_policy/invoicing_policy_5.png deleted file mode 100644 index 6e3db46e1..000000000 Binary files a/content/applications/sales/sales/invoicing/invoicing_policy/invoicing_policy_5.png and /dev/null differ