diff --git a/content/applications/sales/sales/invoicing/down_payment.rst b/content/applications/sales/sales/invoicing/down_payment.rst index de899600a..a0526dae7 100644 --- a/content/applications/sales/sales/invoicing/down_payment.rst +++ b/content/applications/sales/sales/invoicing/down_payment.rst @@ -82,6 +82,8 @@ that was just configured in the :guilabel:`Create invoices` pop-up form appears 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 ================================= @@ -141,7 +143,7 @@ From those buttons, the payment can be registered by clicking :guilabel:`Registe :alt: Showcase of the Register Payment button on a confirmed customer invoice. 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 +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-pop-up-window.png @@ -209,11 +211,14 @@ At this point, the flow is now complete. .. 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. + policy, and the cost of the product *exceeds* the 50% down payment (as in most cases), a regular + invoice is created. - This is because, due to the invoicing policy, the product(s) would have to be delivered *before* - creating the final invoice. + However, for products that cost *less* than the 50% down payment, the down payments will **not** + be able to be deducted when it comes time to invoice the customer. + + This is because the product(s) would have to be delivered *before* creating the final invoice due + to Odoo not allowing negative totals for invoices. If nothing has been delivered, a :guilabel:`Credit Note` is created, which cancels the draft invoice that was created after the down payment. @@ -222,6 +227,76 @@ At this point, the flow is now complete. order to confirm the delivery. Otherwise, the delivered quantity can be entered manually directly on the sales order. +.. _sales/invoicing/100-percent-down-payments: + +Example: request 100% down payment +================================== + +The process of requesting a 100% down payment is similar to the process of setting up a :ref:`50% +down payment `, but with fewer steps. + +.. note:: + A 100% down payment is **not** the same as a full payment of the sales order. + + A sales order paid through the regular invoice process will not allow any additional invoices to + 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. + +The *Solar Panel Installation* product is being used in this example. + +To configure a 100% down payment, begin by navigating to :menuselection:`Sales app --> New`, and add +a :guilabel:`Customer` to the quote. + +Next, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, and select the +`Solar Panel Installation` product. + +Upon clicking the :guilabel:`Confirm` button, the quotation turns into a sales order. At that point, +an invoice can now be created by clicking :guilabel:`Create Invoice` in the top-left corner. + +On the :guilabel:`Create invoices` pop-up window that appears, select :guilabel:`Down payment +(percentage)`, and type `100` in the :guilabel:`Down Payment Amount` field. Then, if desired, select +an :guilabel:`Income Account` and :guilabel:`Customer Taxes` in their respective fields. + +.. 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 ` and :ref:`income account + modification on down payments `. + +.. image:: down_payment/100p-down-payment-percentage.png + :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. + +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. + +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. + + +After clicking :guilabel:`Create Payment`, Odoo reveals the customer invoice, now with a green +:guilabel:`In Payment` banner in the upper-right corner. + +.. image:: down_payment/100p-invoice.png + :align: center + :alt: Customer Invoice with a green In Payment banner located in the upper-right corner. + +The process is now complete, and the 100% down payment has been successfully applied. + .. _sales/invoicing/customer-tax-modification-down-payments: Customer taxes modification on down payments diff --git a/content/applications/sales/sales/invoicing/down_payment/100p-down-payment-percentage.png b/content/applications/sales/sales/invoicing/down_payment/100p-down-payment-percentage.png new file mode 100644 index 000000000..6b7352a33 Binary files /dev/null and b/content/applications/sales/sales/invoicing/down_payment/100p-down-payment-percentage.png differ diff --git a/content/applications/sales/sales/invoicing/down_payment/100p-invoice.png b/content/applications/sales/sales/invoicing/down_payment/100p-invoice.png new file mode 100644 index 000000000..fc962d1f2 Binary files /dev/null and b/content/applications/sales/sales/invoicing/down_payment/100p-invoice.png differ