99 lines
4.7 KiB
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99 lines
4.7 KiB
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======================
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Request a down payment
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======================
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A down payment is a partial payment made by the buyer when a sales contract is concluded. This
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implies both parties' full commitment (seller and buyer) to honor the contract. With a down payment,
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the buyers show their will to acquire the product and agree to pay the rest later, while the sellers
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are obliged to provide the goods by accepting it.
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Sometimes a down payment is required for expensive orders or projects. That way, you can protect
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yourself and make sure that your customer is reliable.
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First time you request a down payment
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=====================================
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When a sales order is confirmed, you then have the possibility to create an invoice. Invoices
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are automatically created in drafts so that you can review them before validation. To create an
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invoice, Odoo Sales offers you 3 options:
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- Regular invoice
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- Down payment (percentage)
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- Down payment (fixed amount)
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In terms of down payment, it can either be a fixed amount or a percentage of the total amount. The
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first time you request a down payment, you can set a percentage or a fixed amount of your choice,
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and select the right income account and taxes. These settings will be reused for future down
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payments.
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.. image:: media/down_payment_1.png
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:align: center
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:alt: How can you do a down payment on Odoo Sales?
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.. important::
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When you request your first down payment, a new product called **Down payment** will be created.
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This product will be registered as a **service** product with an invoicing policy of
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**ordered quantities**. As a reminder, you can edit this product and modify it at any time.
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Please note that if you choose **delivered quantities** as invoicing policy,
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**you will not be able to create an invoice**.
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Basic sales flow using down payments
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====================================
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For this first example, we will use a 50% amount down payment with a product using
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**ordered quantities** as invoicing policy. Make sure to check out our documentation about invoicing
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policies here: :doc:`invoicing_policy` , before requesting your first down payment. When it comes to
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create and view the invoice, you will only have access to a draft invoice mentioning the down
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payment (as you can see below).
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.. image:: media/down_payment_2.png
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:align: center
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:alt: What is a basic sales flow using down payments on Odoo Sales (1)?
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There, you can post the invoice and register the payment of your customer. But, we all know that in
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real life this flow does not happen immediately. So, for now, you can return to the sales order.
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There, you will have the possibility to see the order as a customer with the **Customer preview**
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button or to reach easily the previous draft invoice with the **Invoice** button. In any case, the
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down payment will be mentioned on both (sales order and draft invoice).
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.. image:: media/down_payment_3.png
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:align: center
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:alt: What is a basic sales flow using down payments on Odoo Sales (2)?
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To complete the flow, when the customer wants to pay the rest of his sales order, you must create
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another invoice. Once again, you will have the choice to make another down payment or to deduct all
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the down payments and so, paying the rest of the invoice as a regular invoice.
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.. image:: media/down_payment_4.png
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:align: center
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:alt: What is a basic sales flow using down payments on Odoo Sales (3)?
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This flow is also possible with a down payment taking into account a fixed amount.
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.. important::
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Be careful that if you do a down payment with a product using **delivered quantities** as
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invoicing policy, you won’t be able to deduct all the down payments when it comes to invoicing
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your customer. Indeed, you have to deliver a product before creating the final invoice. If
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nothing has been delivered, you create a **credit note** that cancels the draft invoice
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created after the down payment. To do so, you have to install the **Inventory App** to confirm
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the delivery. Otherwise, you can enter the delivered quantity manually on the sales order.
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Modify the income account and customer taxes
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============================================
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From the products list, search for the **Down Payment** product.
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.. image:: media/down_payment_5.png
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:align: center
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:alt: Creation of a down payment product on Odoo Sales
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You can edit it and under the **General Information Tab** you will be able to change the customer
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taxes. Now, to change the income account, you will need to install the **Accounting App** to have
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the possibility to see the **Accounting Tab** on the product form.
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.. image:: media/down_payment_6.png
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:align: center
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:alt: How to modify the income account link to down payments
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.. seealso::
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- :doc:`invoicing_policy` |