diff --git a/sales/invoicing/invoicing_policy.rst b/sales/invoicing/invoicing_policy.rst index 4493fbb64..8224df604 100644 --- a/sales/invoicing/invoicing_policy.rst +++ b/sales/invoicing/invoicing_policy.rst @@ -2,48 +2,80 @@ Invoice based on delivered or ordered quantities ================================================ -Depending on your business and what you sell, you have two options for -invoicing: +Different business policies might require different options for invoicing: -- Invoice on ordered quantity: invoice the full order as soon as the sales - order is confirmed. -- Invoice on delivered quantity: invoice on what you delivered even if - it's a partial delivery. +- 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. -Invoice on ordered quantity is the default mode. +- 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. -The benefits of using *Invoice on delivered quantity* depends on your -type of business, when you sell material, liquids or food in large -quantities the quantity might diverge a little bit and it is therefore -better to invoice the actual delivered quantity. +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:: - You also have the ability to invoice manually, letting you - control every options: invoice ready to invoice lines, invoice a - percentage (advance), invoice a fixed advance. + 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). -Decide the policy on a product page -=================================== + .. image:: media/invoicing_policy_4.png + :align: center + :class: img-thumbnail + :alt: How to see your delivered and invoiced quantities on Odoo Sales? -From any products page, under the invoicing tab you will find the -invoicing policy and select the one you want. + Odoo will automatically add the quantities to the invoice (even if it is a partial delivery). -.. image:: media/invoicing_policy01.png - :align: center +Finally, to create an invoice, you will have different possibilities: regular invoice or down +payment (percentage or fixed amount). -Send the invoice -================ - -Once you confirm the sale, you can see your delivered and invoiced -quantities. - -.. image:: media/invoicing_policy02.png - :align: center - -If you set it in ordered quantities, you can invoice as soon as the sale -is confirmed. If however you selected delivered quantities, you will -first have to validate the delivery. - -Once the products are delivered, you can invoice your customer. Odoo -will automatically add the quantities to invoice based on how many you -delivered if you did a partial delivery. +.. important:: + Be sure to check out our documentation about down payment here: :doc:`down_payment`, to master + this incredible feature. \ No newline at end of file diff --git a/sales/invoicing/media/invoicing_policy01.png b/sales/invoicing/media/invoicing_policy01.png deleted file mode 100644 index 2c8f9bb8d..000000000 Binary files a/sales/invoicing/media/invoicing_policy01.png and /dev/null differ diff --git a/sales/invoicing/media/invoicing_policy02.png b/sales/invoicing/media/invoicing_policy02.png deleted file mode 100644 index bc47ecc52..000000000 Binary files a/sales/invoicing/media/invoicing_policy02.png and /dev/null differ diff --git a/sales/invoicing/media/invoicing_policy_1.png b/sales/invoicing/media/invoicing_policy_1.png new file mode 100644 index 000000000..8a74347eb Binary files /dev/null and b/sales/invoicing/media/invoicing_policy_1.png differ diff --git a/sales/invoicing/media/invoicing_policy_2.png b/sales/invoicing/media/invoicing_policy_2.png new file mode 100644 index 000000000..621a21915 Binary files /dev/null and b/sales/invoicing/media/invoicing_policy_2.png differ diff --git a/sales/invoicing/media/invoicing_policy_3.png b/sales/invoicing/media/invoicing_policy_3.png new file mode 100644 index 000000000..52884ede7 Binary files /dev/null and b/sales/invoicing/media/invoicing_policy_3.png differ diff --git a/sales/invoicing/media/invoicing_policy_4.png b/sales/invoicing/media/invoicing_policy_4.png new file mode 100644 index 000000000..34c15bcd0 Binary files /dev/null and b/sales/invoicing/media/invoicing_policy_4.png differ diff --git a/sales/invoicing/media/invoicing_policy_5.png b/sales/invoicing/media/invoicing_policy_5.png new file mode 100644 index 000000000..6e3db46e1 Binary files /dev/null and b/sales/invoicing/media/invoicing_policy_5.png differ