diff --git a/content/applications/sales/sales/invoicing/down_payment.rst b/content/applications/sales/sales/invoicing/down_payment.rst index a0526dae7..e7d0e5f56 100644 --- a/content/applications/sales/sales/invoicing/down_payment.rst +++ b/content/applications/sales/sales/invoicing/down_payment.rst @@ -2,19 +2,22 @@ Down payments ============= -A down payment is a partial payment made by the buyer when a sales contract is concluded. This -implies both parties' (seller and buyer) full commitment to honor the contract. +A down payment is an initial, up-front payment made during the confirmation of a sales transaction. +Down payments reduce the risk for both parties (the seller and the buyer) as they indicate a mutual +commitment to complete the sales transaction. With a down payment, the buyer pays a portion of the total amount owed while agreeing to pay the -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. +remaining amount at a later date. In turn, the seller provides goods or services to the buyer upon +or after accepting the down payment, trusting that the remaining amount will be paid later on. + +In the Odoo **Sales** app, down payments can be customized to fit the needs of each individual sales +transaction. 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. +:guilabel:`Create Invoice` button. When clicked, a :guilabel:`Create invoice(s)` pop-up appears. .. image:: down_payment/create-invoices-popup-form.png :align: center @@ -37,51 +40,26 @@ On the :guilabel:`Create invoices` pop-up, there are 3 options to choose from in Initial down payment request ============================ -On the :guilabel:`Create invoices` pop-up form, the down payment options are: +On the :guilabel:`Create invoice(s)` pop-up window, the down payment options are: - :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. +Select the desired down payment option, then 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. +Once all fields are filled in, click the :guilabel:`Create Draft` button. Upon clicking this button, +Odoo reveals the :guilabel:`Customer Invoice Draft`. -.. image:: down_payment/create-invoices-popup-form-filled-out.png - :align: center - :alt: A create invoices pop-up form with down payment fields filled in with information. - -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`. +.. important:: + If an :guilabel:`Invalid Operation` error appears, double-check that the + :doc:`invoicing policy ` is configured correctly. In some cases, for example, + the invoicing policy is configured to require delivery before invoicing. 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:`Based on Delivered Quantity (Manual)` is chosen as the :guilabel:`Invoicing - Policy`, an invoice will **not** be able to be created. - .. _sales/invoicing/50-percent-down-payments: Example: request 50% down payment @@ -242,8 +220,8 @@ down payment `, but with fewer steps. be generated, and **will not** display the *Create Invoice* button on the Sales Order. Following this example **will** cause the *Create Invoice* button to be displayed on the Sales - Order. This is because Odoo expects another invoice to be created after the down payment - to complete payment of the sales order. + Order. This is because Odoo expects another invoice to be created after the down payment to + complete payment of the sales order. The *Solar Panel Installation* product is being used in this example. @@ -273,13 +251,13 @@ an :guilabel:`Income Account` and :guilabel:`Customer Taxes` in their respective :align: center :alt: The Down payment (percentage) option selected with 100% set as the Down Payment. -Next, click :guilabel:`Create Draft Invoice` to create an invoice draft. This will also -bring the draft invoice into view, which includes the :guilabel:`Down payment` as a -:guilabel:`Product` in the :guilabel:`Invoice Lines` tab. +Next, click :guilabel:`Create Draft Invoice` to create an invoice draft. This will also bring the +draft invoice into view, which includes the :guilabel:`Down payment` as a :guilabel:`Product` in the +:guilabel:`Invoice Lines` tab. -The invoice can now 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. +The invoice can now 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. The payment can be registered by clicking the :guilabel:`Register Payment` button. diff --git a/content/applications/sales/sales/invoicing/down_payment/create-invoices-popup-form.png b/content/applications/sales/sales/invoicing/down_payment/create-invoices-popup-form.png index ae14dde32..5980de575 100644 Binary files a/content/applications/sales/sales/invoicing/down_payment/create-invoices-popup-form.png and b/content/applications/sales/sales/invoicing/down_payment/create-invoices-popup-form.png differ diff --git a/content/applications/sales/sales/invoicing/down_payment/down-payment-product-inv-draft.png b/content/applications/sales/sales/invoicing/down_payment/down-payment-product-inv-draft.png index e6ef4b725..1cb56028c 100644 Binary files a/content/applications/sales/sales/invoicing/down_payment/down-payment-product-inv-draft.png and b/content/applications/sales/sales/invoicing/down_payment/down-payment-product-inv-draft.png differ diff --git a/content/applications/sales/sales/invoicing/down_payment/down-payment-product.png b/content/applications/sales/sales/invoicing/down_payment/down-payment-product.png deleted file mode 100644 index b2e713b4c..000000000 Binary files a/content/applications/sales/sales/invoicing/down_payment/down-payment-product.png and /dev/null differ