diff --git a/content/applications/sales/sales/invoicing/down_payment.rst b/content/applications/sales/sales/invoicing/down_payment.rst index 5489bcd51..de899600a 100644 --- a/content/applications/sales/sales/invoicing/down_payment.rst +++ b/content/applications/sales/sales/invoicing/down_payment.rst @@ -9,176 +9,252 @@ With a down payment, the buyer pays a portion of the total amount owed while agr 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. -Initial down payment request -============================ +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. +.. image:: down_payment/create-invoices-popup-form.png + :align: center + :alt: Create invoices pop-up form that appears in Odoo Sales. + .. note:: - Invoices are automatically created in drafts, so they can be reviewed before validation. + Invoices are automatically created as drafts, so they can be reviewed before validation. On the :guilabel:`Create invoices` pop-up, there are 3 options to choose from in the :guilabel:`Create Invoice` field: - :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. +.. note:: + If :guilabel:`Regular Invoice` is selected, the other fields disappear, as they only pertain to + down payment configurations. -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. +Initial down payment request +============================ -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. +On the :guilabel:`Create invoices` pop-up form, the down payment options are: -.. image:: down_payment/create-invoices-popup-form.png +- :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. + +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. + +.. image:: down_payment/create-invoices-popup-form-filled-out.png :align: center - :alt: How to configure a down payment on Odoo Sales. + :alt: A create invoices pop-up form with down payment fields filled in with information. -.. important:: - 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. +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`. + +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:`Delivered quantities` is chosen as the invoicing policy, an invoice will **not** be - able to be created. + If :guilabel:`Based on Delivered Quantity (Manual)` is chosen as the :guilabel:`Invoicing + Policy`, an invoice will **not** be able to be created. -Request a 50% down payment -========================== +Example: request 50% down payment +================================= -For the following example, the flow involves a 50% amount down payment on a product with -:guilabel:`Ordered quantities` as the invoicing policy. +.. note:: + The following example involves a 50% amount down payment on a product (:guilabel:`Cabinet with + Doors`) with :guilabel:`Ordered quantities` as the :guilabel:`Invoicing Policy`. + + .. image:: down_payment/cabinet-product-details.png + :align: center + :alt: Cabinet with doors product form showcasing various details and fields. .. seealso:: - :doc:`/applications/sales/sales/invoicing/invoicing_policy` + :doc:`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`. +First, navigate to :menuselection:`Sales app --> New`, and add a :guilabel:`Customer` to the +quotation. -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. +Then, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, and select the +:guilabel:`Cabinet with Doors` product. -.. image:: down_payment/create-invoices-popup.png +When the order is confirmed (via the :guilabel:`Confirm` button), the quotation turns into a sales +order. Once this occurs, create and view the invoice by clicking :guilabel:`Create Invoice`. + +.. image:: down_payment/cabinet-sales-orders-confirmed.png :align: center - :alt: Create invoices pop up window in Odoo Sales. + :alt: Cabinet with doors sales order that's been confirmed in the Odoo Sales application. -Doing so reveals the draft invoice, which mentions the down payment. +Next, 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. -.. image:: down_payment/draft-invoice.png +.. 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 `. + +Lastly, click :guilabel:`Create Draft Invoice` to create and view the invoice draft. + +Clicking :guilabel:`Create Draft Invoice` reveals the draft invoice, which includes the down +payment as a :guilabel:`Product` in the :guilabel:`Invoice Lines` tab. + +From there, the invoice can 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. + +.. image:: down_payment/draft-invoice-sample.png :align: center :alt: A sample draft invoice with down payment mentioned in Odoo Sales. -From there, the invoice can be confirmed/posted, and the payment can be registered. Return to the -sales order, via the breadcrumbs. +From those buttons, the payment can be registered by clicking :guilabel:`Register Payment`. -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 +.. image:: down_payment/register-payment-button.png :align: center - :alt: How the down payment is mentioned on the sales order in Odoo Sales. + :alt: Showcase of the Register Payment button on a confirmed customer invoice. -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. +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. -.. image:: down_payment/register-payment-popup.png +.. image:: down_payment/register-payment-pop-up-window.png :align: center - :alt: How the register payment pop up looks in Odoo Sales. + :alt: Showcase of the Register Payment pop-up window with create payment button. -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`. +After clicking :guilabel:`Create Payment`, Odoo reveals the customer invoice, now with a green +:guilabel:`In Payment` banner in the upper-right corner. -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 +.. image:: down_payment/customer-invoice-green-payment-banner.png :align: center - :alt: How the initial down payment invoice has a green paid banner in Odoo Sales. + :alt: Customer Invoice with a green In Payment banner located in the upper-right corner. 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`. +created. To do that, return to the sales order, via the breadcrumb links. -On the :guilabel:`Create invoices` pop-up window, there is now an option to :guilabel:`Deduct down -payments`, which is selected by default. +Back on the sales order, a new :guilabel:`Down Payments` section is present in the :guilabel:`Order +Lines` tab, along with the down payment that was just invoiced and posted. -.. image:: down_payment/deduct-down-payments-option.png +.. image:: down_payment/down-payments-section-order-lines.png + :align: center + :alt: The down payments section in the order lines tab of a sales order. + +Next, click the :guilabel:`Create Invoice` button. + +On the :guilabel:`Create invoices` pop-up window that appears, there are two new fields: +:guilabel:`Already invoiced` and :guilabel:`Amount to invoice`. + +.. image:: down_payment/create-invoices-pop-up-already-invoiced.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`. +If the remaining amount is ready to be paid, select the :guilabel:`Regular Invoice` option. Odoo +will create an invoice for the exact amount needed to complete the total payment, as indicated in +the :guilabel:`Amount to invoice` field. -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`. +Once ready, click :guilabel:`Create Draft Invoice`. -.. image:: down_payment/down-payment-invoices-page.png +Doing so reveals another :guilabel:`Customer Invoice Draft` page, listing *all* the invoices for +that specific sales order in the :guilabel:`Invoice Lines` tab. Each invoice line item displays all +the necessary information related to each invoice. + +To complete the flow, click :guilabel:`Confirm`, which changes the status of the invoice from +:guilabel:`Draft` to :guilabel:`Posted`. Then, click :guilabel:`Register Payment`. + +Once again, the :guilabel:`Register Payment` appears, with all fields auto-populated with the +necessary information, including the remaining amount left to be paid on the order. + +.. image:: down_payment/second-register-payment-popup.png :align: center - :alt: The down payment invoices page in Odoo Sales. + :alt: The second register payment pop-up form 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`. +After confirming that information, click :guilabel:`Create Payment`. Doing so reveals the final +:guilabel:`Customer Invoice` with a green :guilabel:`In Payment` banner in the upper-right corner. +Also, both down payments are present in the :guilabel:`Invoice Lines` tab. -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. +.. image:: down_payment/second-down-payment-in-payment-invoice.png + :align: center + :alt: The second down payment invoice with in payment banner in Odoo Sales. -This flow is also possible with the :guilabel:`Fixed amount` down payment option. +At this point, the flow is now complete. + +.. note:: + This flow is also possible with the :guilabel:`Fixed amount` down payment option. .. 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. This is because, due to the invoicing policy, the product(s) would have to be delivered - *before* creating the final invoice. + customer. + + This is because, due to the invoicing policy, the product(s) would have to be delivered *before* + creating the final invoice. 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. + invoice that was created after the down payment. -Income account and customer taxes modifications -=============================================== + 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. + +.. _sales/invoicing/customer-tax-modification-down-payments: + +Customer taxes modification on down payments +============================================ 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. +On the :guilabel:`Down Payment` product page, in the :guilabel:`General Information` tab, the +customer taxes can be modified in the :guilabel:`Customer Taxes` field. .. image:: down_payment/customer-taxes-field.png :align: center - :alt: How to modify the income account link to down payments + :alt: How to modify the income account link to down payments. + +.. _sales/invoicing/income-account-modification: + +Income account modification on down payments +============================================ 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. +*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. 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`. +Account` field, located in the :guilabel:`Receivables` section. .. image:: down_payment/income-account.png :align: center - :alt: How to modify the income account link to down payments + :alt: How to modify the income account link to down payments. .. seealso:: - :doc:`/applications/sales/sales/invoicing/invoicing_policy` + :doc:`invoicing_policy` diff --git a/content/applications/sales/sales/invoicing/down_payment/cabinet-product-details.png b/content/applications/sales/sales/invoicing/down_payment/cabinet-product-details.png new file mode 100644 index 000000000..870b55667 Binary files /dev/null and b/content/applications/sales/sales/invoicing/down_payment/cabinet-product-details.png differ diff --git a/content/applications/sales/sales/invoicing/down_payment/cabinet-sales-orders-confirmed.png b/content/applications/sales/sales/invoicing/down_payment/cabinet-sales-orders-confirmed.png new file mode 100644 index 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