100 lines
3.5 KiB
ReStructuredText
100 lines
3.5 KiB
ReStructuredText
=================================
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Overview of the invoicing process
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=================================
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Depending on your business and the application you use, there are
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different ways to automate the customer invoice creation in Odoo.
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Usually, draft invoices are created by the system (with information
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coming from other documents like sales order or contracts) and
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accountant just have to validate draft invoices and send the invoices in
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batch (by regular mail or email).
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Depending on your business, you may opt for one of the following way to
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create draft invoices:
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:menuselection:`Sales Order --> Invoice`
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----------------------------------------
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In most companies, salespeople create quotations that become sales order
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once they are validated. Then, draft invoices are created based on the
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sales order. You have different options like:
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- Invoice on ordered quantity: invoice the full order before
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triggering the delivery order
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- Invoice based on delivered quantity: see next section
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Invoice before delivery is usually used by the eCommerce application
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when the customer pays at the order and we deliver afterwards.
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(pre-paid)
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For most other use cases, it's recommended to invoice manually. It
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allows the salesperson to trigger the invoice on demand with options:
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invoice ready to invoice line, invoice a percentage (advance), invoice a
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fixed advance.
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This process is good for both services and physical products.
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Read more: *Invoice based on sales orders.*
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:menuselection:`Sales Order --> Delivery --> Invoice`
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-----------------------------------------------------
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Retailers and eCommerce usually invoice based on delivered quantity ,
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instead of sales order. This approach is suitable for businesses where
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the quantities you deliver may differs from the ordered quantities:
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foods (invoice based on actual Kg).
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This way, if you deliver a partial order, you only invoice for what you
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really delivered. If you do back orders (deliver partially and the rest
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later), the customer will receive two invoices, one for each delivery
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order.
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.. todo::
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Read more: *Invoice based on delivery orders.*
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:menuselection:`Recurring Contracts (subscriptions) --> Invoices`
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-----------------------------------------------------------------
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For subscriptions, an invoice is triggered periodically, automatically.
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The frequency of the invoicing and the services/products invoiced are
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defined on the contract.
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.. todo::
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Read more: *Subscription based invoicing.*
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:menuselection:`eCommerce Order --> Invoice`
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--------------------------------------------
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An eCommerce order will also trigger the creation of the order when it
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is fully paid. If you allow paying orders by check or wire transfer,
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Odoo only creates an order and the invoice will be triggered once the
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payment is received.
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Creating an invoice manually
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----------------------------
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Users can also create invoices manually without using contracts or a
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sales order. It's a recommended approach if you do not need to manage
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the sales process (quotations), or the delivery of the products or
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services.
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Even if you generate the invoice from a sales order, you may need to
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create invoices manually in exceptional use cases:
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- if you need to create a refund
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- If you need to give a discount
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- if you need to change an invoice created from a sales order
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- if you need to invoice something not related to your core business
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Others
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------
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Some specific modules are also able to generate draft invoices:
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- membership: invoice your members every year
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- repairs: invoice your after-sale services |