[IMP] sales: updated down payment doc for RST and image reasons

closes odoo/documentation#4897

X-original-commit: 802dc467de
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

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

@@ -1,99 +1,184 @@
-======================
-Request a down payment
-======================
+=============
+Down payments
+=============
 
 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.
+implies both parties' (seller and buyer) full commitment to honor the contract.
 
-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.
+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.
 
-First time you request a down payment
-=====================================
+Initial down payment request
+============================
 
-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:
+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.
 
-- Regular invoice
-- Down payment (percentage)
-- Down payment (fixed amount)
+.. note::
+   Invoices are automatically created in drafts, so they can be reviewed before validation.
 
-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.
+On the :guilabel:`Create invoices` pop-up, there are 3 options to choose from in the
+:guilabel:`Create Invoice` field:
 
-.. image:: down_payment/down_payment_1.png
+- :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.
+
+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.
+
+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.
+
+.. image:: down_payment/create-invoices-popup-form.png
    :align: center
-   :alt: How can you do a down payment on Odoo Sales?
+   :alt: How to configure a down payment on Odoo Sales.
 
 .. 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**.
+   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.
 
-Basic sales flow using down payments
-====================================
+.. warning::
+   If :guilabel:`Delivered quantities` is chosen as the invoicing policy, an invoice will **not** be
+   able to be created.
 
-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).
+Request a 50% down payment
+==========================
 
-.. image:: down_payment/down_payment_2.png
+For the following example, the flow involves a 50% amount down payment on a product with
+:guilabel:`Ordered quantities` as the invoicing policy.
+
+.. seealso::
+   :doc:`/applications/sales/sales/invoicing/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`.
+
+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.
+
+.. image:: down_payment/create-invoices-popup.png
    :align: center
-   :alt: What is a basic sales flow using down payments on Odoo Sales (1)?
+   :alt: Create invoices pop up window in Odoo Sales.
 
-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).
+Doing so reveals the draft invoice, which mentions the down payment.
 
-.. image:: down_payment/down_payment_3.png
+.. image:: down_payment/draft-invoice.png
    :align: center
-   :alt: What is a basic sales flow using down payments on Odoo Sales (2)?
+   :alt: A sample draft invoice with down payment mentioned in Odoo Sales.
 
-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.
+From there, the invoice can be confirmed/posted, and the payment can be registered. Return to the
+sales order, via the breadcrumbs.
 
-.. image:: down_payment/down_payment_4.png
+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
    :align: center
-   :alt: What is a basic sales flow using down payments on Odoo Sales (3)?
+   :alt: How the down payment is mentioned on the sales order in Odoo Sales.
 
-This flow is also possible with a down payment taking into account a fixed amount.
+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.
+
+.. image:: down_payment/register-payment-popup.png
+   :align: center
+   :alt: How the register payment pop up looks in Odoo Sales.
+
+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`.
+
+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
+   :align: center
+   :alt: How the initial down payment invoice has a green paid banner in Odoo Sales.
+
+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`.
+
+On the :guilabel:`Create invoices` pop-up window, there is now an option to :guilabel:`Deduct down
+payments`, which is selected by default.
+
+.. image:: down_payment/deduct-down-payments-option.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`.
+
+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`.
+
+.. image:: down_payment/down-payment-invoices-page.png
+   :align: center
+   :alt: The down payment invoices page 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`.
+
+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.
+
+This flow is also possible with the :guilabel:`Fixed amount` down payment option.
 
 .. 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.
+   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.
 
-Modify the income account and customer taxes
-============================================
+   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.
 
-From the products list, search for the **Down Payment** product.
+Income account and customer taxes modifications
+===============================================
 
-.. image:: down_payment/down_payment_5.png
+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.
+
+.. image:: down_payment/customer-taxes-field.png
    :align: center
-   :alt: Creation of a down payment product on Odoo Sales
+   :alt: How to modify the income account link to down payments
 
-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.
+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.
 
-.. image:: down_payment/down_payment_6.png
+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`.
+
+.. image:: down_payment/income-account.png
    :align: center
    :alt: How to modify the income account link to down payments
 
 .. seealso::
-  - :doc:`invoicing_policy`
+   :doc:`/applications/sales/sales/invoicing/invoicing_policy`