diff --git a/content/applications/sales/sales/invoicing/down_payment.rst b/content/applications/sales/sales/invoicing/down_payment.rst index 625404911..5489bcd51 100644 --- a/content/applications/sales/sales/invoicing/down_payment.rst +++ b/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` diff --git a/content/applications/sales/sales/invoicing/down_payment/down_payment_1.png b/content/applications/sales/sales/invoicing/down_payment/create-invoices-popup-form.png similarity index 100% rename from content/applications/sales/sales/invoicing/down_payment/down_payment_1.png rename to content/applications/sales/sales/invoicing/down_payment/create-invoices-popup-form.png diff --git a/content/applications/sales/sales/invoicing/down_payment/create-invoices-popup.png b/content/applications/sales/sales/invoicing/down_payment/create-invoices-popup.png new file mode 100644 index 000000000..151f77855 Binary files /dev/null and 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