81 lines
3.4 KiB
ReStructuredText
81 lines
3.4 KiB
ReStructuredText
================================================
|
|
Invoice based on delivered or ordered quantities
|
|
================================================
|
|
|
|
Different business policies might require different options for invoicing:
|
|
|
|
- The **Invoice what is ordered** rule is used as **default mode** in Odoo Sales, which means that
|
|
customers will be invoiced once the sales order is confirmed.
|
|
|
|
- The **Invoice what is delivered** rule will invoice customers once the delivery is done. This rule
|
|
concerns businesses that sell materials, liquids or food in large quantities. In these cases, the
|
|
quantity might diverge a little bit and it is, therefore, preferable to invoice the quantity
|
|
actually delivered.
|
|
|
|
Being able to have different invoicing options allow you more flexibility. Indeed, you need to know
|
|
exactly how to invoice your customers for different situations.
|
|
|
|
Activate these features
|
|
=======================
|
|
|
|
Go to :menuselection:`Sales --> Configuration --> Settings` and under **Invoicing policy** choose
|
|
the rule you want to apply.
|
|
|
|
.. image:: media/invoicing_policy_1.png
|
|
:align: center
|
|
:class: img-thumbnail
|
|
:alt: How to choose your invoicing policy on Odoo Sales?
|
|
|
|
.. important::
|
|
If you decide to choose the **Invoice what is delivered** rule, you will not be able to
|
|
activate the feature called **Automatic invoice**, which automatically generates invoices when
|
|
the online payment is confirmed.
|
|
|
|
Choose an invoicing policy on a product form
|
|
============================================
|
|
|
|
From any product page, under the **Sales tab**, you will find the invoicing policy, which can be
|
|
manually changed.
|
|
|
|
.. image:: media/invoicing_policy_5.png
|
|
:align: center
|
|
:class: img-thumbnail
|
|
:alt: How to change your invoicing policy on a product form on Odoo Sales?
|
|
|
|
Impact on sales flow
|
|
====================
|
|
|
|
On Odoo Sales, the basic sales flow will be to create a quotation, send it to your customer,
|
|
wait for confirmation, confirm the sales order and create an invoice.
|
|
|
|
- **Invoice what is ordered**: No impact on this basic sales flow. Indeed, you can invoice as soon
|
|
as the sale is confirmed.
|
|
|
|
- **Invoice what is delivered**: Small impact on sales flow because you will have to manually
|
|
enter the delivered quantity on the sales order or to install the **Inventory App** to confirm the
|
|
delivered quantity before creating an invoice, with the **Sales App**. Indeed, if you try to
|
|
create an invoice without validating the delivered quantity, you will receive an error message as
|
|
below.
|
|
|
|
.. image:: media/invoicing_policy_3.png
|
|
:class: img-thumbnail
|
|
:alt: How the choice of your invoicing policy impacts your sales flow on Odoo Sales?
|
|
|
|
.. note::
|
|
Once the quotation is confirmed and that the status went from **Quotation sent** to
|
|
**Sales order**, you are able to see your delivered and invoiced quantities directly from your
|
|
sales order (it is true for both rules).
|
|
|
|
.. image:: media/invoicing_policy_4.png
|
|
:align: center
|
|
:class: img-thumbnail
|
|
:alt: How to see your delivered and invoiced quantities on Odoo Sales?
|
|
|
|
Odoo will automatically add the quantities to the invoice (even if it is a partial delivery).
|
|
|
|
Finally, to create an invoice, you will have different possibilities: regular invoice or down
|
|
payment (percentage or fixed amount).
|
|
|
|
.. important::
|
|
Be sure to check out our documentation about down payment here: :doc:`down_payment`, to master
|
|
this incredible feature. |