Martin Trigaux
88 lines
3.2 KiB
ReStructuredText
88 lines
3.2 KiB
ReStructuredText
=======================================================
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How to define an installment plan on customer invoices?
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=======================================================
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In order to manage installment plans related to an invoice, you should
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use payment terms in Odoo. They apply on both customer invoices and
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supplier bills.
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Example, for a specific invoice:
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- Pay 50% within 10 days
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- Pay the remaining balance within 30 days
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.. note::
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payment terms are not to be confused with a payment in several parts. If,
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for a specific order, you invoice the customer in two parts, that's not a
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payment term but an invoice policy.
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Configuration
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=============
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Configure your usual installment plans from the application :menuselection:`Accounting -->
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Configuration > Payment Terms`.
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A payment term may have one line (ex: 21 days) or several lines (10%
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within 3 days and the balance within 21 days). If you create a payment
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term with several lines, make sure the latest one is the balance. (avoid
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doing 50% in 10 days and 50% in 21 days because, with the rounding, it
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may not compute exactly 100%)
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.. image:: ./media/installment01.png
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:align: center
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.. tip::
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The description of the payment term will appear on the invoice or the sale order.
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Payment terms for customers
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===========================
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You can set payment terms on:
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- **a customer**: the payment term automatically applies on new sales
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orders or invoices for this customer. Set payment terms on
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customers if you grant this payment term for all future orders
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for this customer.
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- **a quotation**: the payment term will apply on all invoices created
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from this quotation or sale order, but not on other quotations
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- **an invoice**: the payment term will apply on this invoice only
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If an invoice contains a payment term, the journal entry related to the
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invoice is different. Without payment term, an invoice of $100 will
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produce the following journal entry (for the clarity of the example, we
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did not set any tax on the invoice):
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+----------------------+------------+---------+----------+
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| Account | Due date | Debit | Credit |
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+======================+============+=========+==========+
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| Account Receivable | | 100 | |
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+----------------------+------------+---------+----------+
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| Income | | | 100 |
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+----------------------+------------+---------+----------+
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If you do an invoice the 1st of January with a payment term of 10%
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within 3 days and the balance within 30 days, you get the following
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journal entry:
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+----------------------+------------+---------+----------+
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| Account | Due date | Debit | Credit |
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+======================+============+=========+==========+
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| Account Receivable | Jan 03 | 10 | |
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+----------------------+------------+---------+----------+
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| Account Receivable | Jan 30 | 90 | |
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+----------------------+------------+---------+----------+
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| Income | | | 100 |
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+----------------------+------------+---------+----------+
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On the customer statement, you will see two lines with different due
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dates. To get the customer statement, use the menu Sales > Customers
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Statement.
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.. seealso::
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* :doc:`overview`
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* :doc:`payment_terms`
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