odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/sales/sales/invoicing/down_payment.md

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+---
+title: "Down payments"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/invoicing/down_payment.html"
+---
+
+=============
+# Down payments
+
+A down payment is an initial, up-front payment made during the confirmation of a sales transaction.
+Down payments reduce the risk for both parties (the seller and the buyer) as they indicate a mutual
+commitment to complete the sales transaction.
+
+With a down payment, the buyer pays a portion of the total amount owed while agreeing to pay the
+remaining amount at a later date. In turn, the seller provides goods or services to the buyer upon
+or after accepting the down payment, trusting that the remaining amount will be paid later on.
+
+In the Odoo **Sales** app, down payments can be customized to fit the needs of each individual sales
+transaction.
+
+# Create invoices
+
+When a sales order is confirmed, the option to create an invoice becomes available, via the
+:guilabel:`Create Invoice` button. When clicked, a :guilabel:`Create invoice(s)` pop-up appears.
+
+.. image:: down_payment/create-invoices-popup-form.png
+   :align: center
+   :alt: Create invoices pop-up form that appears in Odoo Sales.
+
+> **note**:
+>    Invoices are automatically created as drafts, so they can be reviewed before validation.
+
+On the :guilabel:`Create invoices` pop-up, there are 3 options to choose from in the
+:guilabel:`Create Invoice` field:
+
+- :guilabel:`Regular invoice`
+- :guilabel:`Down payment (percentage)`
+- :guilabel:`Down payment (fixed amount)`
+
+# Initial down payment request
+
+On the :guilabel:`Create invoice(s)` pop-up window, the down payment options are:
+
+- :guilabel:`Down payment (percentage)`
+- :guilabel:`Down payment (fixed amount)`
+
+Select the desired down payment option, then designate the desired amount, either as a percentage or
+a fixed amount, in the :guilabel:`Down Payment Amount` field.
+
+Once all fields are filled in, click the :guilabel:`Create Draft` button. Upon clicking this button,
+Odoo reveals the :guilabel:`Customer Invoice Draft`.
+
+> **important**:
+>    If an :guilabel:`Invalid Operation` error appears, double-check that the
+   :doc:`invoicing policy <invoicing_policy>` is configured correctly. In some cases, for example,
+   the invoicing policy is configured to require delivery before invoicing.
+
+In the :guilabel:`Invoice Lines` tab of the :guilabel:`Customer Invoice Draft`, the down payment
+that was just configured in the :guilabel:`Create invoices` pop-up form appears as a
+:guilabel:`Product`.
+
+.. _sales/invoicing/50-percent-down-payments:
+
+# Example: request 50% down payment
+
+> **note**:
+>    The following example involves a 50% amount down payment on a product (:guilabel:`Cabinet with
+   Doors`) with :guilabel:`Ordered quantities` as the :guilabel:`Invoicing Policy`.
+
+   .. image:: down_payment/cabinet-product-details.png
+      :align: center
+      :alt: Cabinet with doors product form showcasing various details and fields.
+
+.. seealso::
+   :doc:`invoicing_policy`
+
+First, navigate to :menuselection:`Sales app --> New`, and add a :guilabel:`Customer` to the
+quotation.
+
+Then, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, and select the
+:guilabel:`Cabinet with Doors` product.
+
+When the order is confirmed (via the :guilabel:`Confirm` button), the quotation turns into a sales
+order. Once this occurs, create and view the invoice by clicking :guilabel:`Create Invoice`.
+
+.. image:: down_payment/cabinet-sales-orders-confirmed.png
+   :align: center
+   :alt: Cabinet with doors sales order that's been confirmed in the Odoo Sales application.
+
+Next, on the :guilabel:`Create invoices` pop-up window that appears, select :guilabel:`Down payment
+(percentage)`, and type `50` in the :guilabel:`Down Payment Amount` field.
+
+> **note**:
+>    The :guilabel:`Income Account` attached to the :guilabel:`Down payment` product can be changed.
+
+   For more information, check out the documentation on :ref:`income account modification on down
+   payments <sales/invoicing/income-account-modification>`.
+
+   A :guilabel:`Down payment Account` can also be set on a product category. If set, this account is
+   prioritized.
+
+Lastly, click :guilabel:`Create Draft Invoice` to create and view the invoice draft.
+
+Clicking :guilabel:`Create Draft Invoice` reveals the draft invoice, which includes the down
+payment as a :guilabel:`Product` in the :guilabel:`Invoice Lines` tab.
+
+From there, the invoice can be confirmed and posted by clicking :guilabel:`Confirm`. Confirming the
+invoice changes the status from :guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new
+series of buttons at the top of the page.
+
+.. image:: down_payment/draft-invoice-sample.png
+   :align: center
+   :alt: A sample draft invoice with down payment mentioned in Odoo Sales.
+
+From those buttons, the payment can be registered by clicking :guilabel:`Register Payment`.
+
+.. image:: down_payment/register-payment-button.png
+   :align: center
+   :alt: Showcase of the Register Payment button on a confirmed customer invoice.
+
+Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-populated with the
+necessary information. Confirm the information provided is correct, and make any necessary
+adjustments. When ready, click the :guilabel:`Create Payment` button.
+
+.. image:: down_payment/register-payment-pop-up-window.png
+   :align: center
+   :alt: Showcase of the Register Payment pop-up window with create payment button.
+
+After clicking :guilabel:`Create Payment`, Odoo reveals the customer invoice, now with a green
+:guilabel:`In Payment` banner in the upper-right corner.
+
+.. image:: down_payment/customer-invoice-green-payment-banner.png
+   :align: center
+   :alt: Customer Invoice with a green In Payment banner located in the upper-right corner.
+
+Now, when the customer wants to pay the remaining amount of the order, another invoice must be
+created. To do that, return to the sales order, via the breadcrumb links.
+
+Back on the sales order, a new :guilabel:`Down Payments` section is present in the :guilabel:`Order
+Lines` tab, along with the down payment that was just invoiced and posted.
+
+.. image:: down_payment/down-payments-section-order-lines.png
+   :align: center
+   :alt: The down payments section in the order lines tab of a sales order.
+
+Next, click the :guilabel:`Create Invoice` button.
+
+On the :guilabel:`Create invoices` pop-up window that appears, there are two new fields:
+:guilabel:`Already invoiced` and :guilabel:`Amount to invoice`.
+
+.. image:: down_payment/create-invoices-pop-up-already-invoiced.png
+   :align: center
+   :alt: The deduct down payment option on the create invoices pop up in Odoo Sales.
+
+If the remaining amount is ready to be paid, select the :guilabel:`Regular Invoice` option. Odoo
+will create an invoice for the exact amount needed to complete the total payment, as indicated in
+the :guilabel:`Amount to invoice` field.
+
+Once ready, click :guilabel:`Create Draft Invoice`.
+
+Doing so reveals another :guilabel:`Customer Invoice Draft` page, listing *all* the invoices for
+that specific sales order in the :guilabel:`Invoice Lines` tab. Each invoice line item displays all
+the necessary information related to each invoice.
+
+To complete the flow, click :guilabel:`Confirm`, which changes the status of the invoice from
+:guilabel:`Draft` to :guilabel:`Posted`. Then, click :guilabel:`Register Payment`.
+
+Once again, the :guilabel:`Register Payment` appears, with all fields auto-populated with the
+necessary information, including the remaining amount left to be paid on the order.
+
+.. image:: down_payment/second-register-payment-popup.png
+   :align: center
+   :alt: The second register payment pop-up form in Odoo sales.
+
+After confirming that information, click :guilabel:`Create Payment`. Doing so reveals the final
+:guilabel:`Customer Invoice` with a green :guilabel:`In Payment` banner in the upper-right corner.
+Also, both down payments are present in the :guilabel:`Invoice Lines` tab.
+
+.. image:: down_payment/second-down-payment-in-payment-invoice.png
+   :align: center
+   :alt: The second down payment invoice with in payment banner in Odoo Sales.
+
+At this point, the flow is now complete.
+
+> **note**:
+>    This flow is also possible with the :guilabel:`Fixed amount` down payment option.
+
+> **important**:
+>    If a down payment is used with a product that has a :guilabel:`Delivered quantities` invoicing
+   policy, and the cost of the product *exceeds* the 50% down payment (as in most cases), a regular
+   invoice is created.
+
+   However, for products that cost *less* than the 50% down payment, the down payments will **not**
+   be able to be deducted when it comes time to invoice the customer.
+
+   This is because the product(s) would have to be delivered *before* creating the final invoice due
+   to Odoo not allowing negative totals for invoices.
+
+   If nothing has been delivered, a :guilabel:`Credit Note` is created, which cancels the draft
+   invoice that was created after the down payment.
+
+   To utilize the :guilabel:`Credit Note` option, the *Inventory* application must be installed, in
+   order to confirm the delivery. Otherwise, the delivered quantity can be entered manually directly
+   on the sales order.
+
+.. _sales/invoicing/100-percent-down-payments:
+
+# Example: request 100% down payment
+
+The process of requesting a 100% down payment is similar to the process of setting up a :ref:`50%
+down payment <sales/invoicing/50-percent-down-payments>`, but with fewer steps.
+
+> **note**:
+>    A 100% down payment is **not** the same as a full payment of the sales order.
+
+   A sales order paid through the regular invoice process will not allow any additional invoices to
+   be generated, and **will not** display the *Create Invoice* button on the Sales Order.
+
+   Following this example **will** cause the *Create Invoice* button to be displayed on the Sales
+   Order. This is because Odoo expects another invoice to be created after the down payment to
+   complete payment of the sales order.
+
+The *Solar Panel Installation* product is being used in this example.
+
+To configure a 100% down payment, begin by navigating to :menuselection:`Sales app --> New`, and add
+a :guilabel:`Customer` to the quote.
+
+Next, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, and select the
+`Solar Panel Installation` product.
+
+Upon clicking the :guilabel:`Confirm` button, the quotation turns into a sales order. At that point,
+an invoice can now be created by clicking :guilabel:`Create Invoice` in the top-left corner.
+
+On the :guilabel:`Create invoices` pop-up window that appears, select :guilabel:`Down payment
+(percentage)`, and type `100` in the :guilabel:`Down Payment Amount` field.
+
+.. image:: down_payment/100p-down-payment-percentage.png
+   :align: center
+   :alt: The Down payment (percentage) option selected with 100% set as the Down Payment.
+
+Next, click :guilabel:`Create Draft Invoice` to create an invoice draft. This will also bring the
+draft invoice into view, which includes the :guilabel:`Down payment` as a :guilabel:`Product` in the
+:guilabel:`Invoice Lines` tab.
+
+The invoice can now be confirmed and posted by clicking :guilabel:`Confirm`. Confirming the invoice
+changes the status from :guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new series of
+buttons at the top of the page.
+
+The payment can be registered by clicking the :guilabel:`Register Payment` button.
+
+Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-populated with the
+necessary information. Confirm the information provided is correct and make any necessary
+adjustments. When ready, click the :guilabel:`Create Payment` button.
+
+
+After clicking :guilabel:`Create Payment`, Odoo reveals the customer invoice, now with a green
+:guilabel:`In Payment` banner in the upper-right corner.
+
+.. image:: down_payment/100p-invoice.png
+   :align: center
+   :alt: Customer Invoice with a green In Payment banner located in the upper-right corner.
+
+The process is now complete, and the 100% down payment has been successfully applied.
+
+.. _sales/invoicing/income-account-modification:
+
+# Income account modification on down payments
+
+To change or adjust the income account attached to the :guilabel:`Down Payment` product page, the
+*Accounting* app **must** be installed.
+
+Navigate to the :guilabel:`Products` page (:menuselection:`Sales app --> Products --> Products`),
+search for the `Down Payment` product in the search bar, and select it to reveal the product detail
+page.
+
+With the *Accounting* app installed, the :guilabel:`Accounting` tab becomes available on the product
+page.
+
+In the :guilabel:`Accounting` tab, the income account can be changed in the :guilabel:`Income
+Account` field, located in the :guilabel:`Receivables` section.
+
+.. image:: down_payment/income-account.png
+   :align: center
+   :alt: How to modify the income account link to down payments.
+
+.. seealso::
+   :doc:`invoicing_policy`

package/payload/skills/odoo18-docs/references/docs/applications/sales/sales/invoicing/expense.md

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+---
+title: "Reinvoice expenses to customers"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/invoicing/expense.html"
+---
+
+===============================
+# Reinvoice expenses to customers
+
+While working on a project for a client, employees often have to spend their own money on various
+expenses related to the project.
+
+For example, an employee may need to use their own money to pay for a hotel, while they provide an
+on-site service for a client. As a company, this expense should be reinvoiced to the customer. With
+Odoo, these kinds of expenses can quickly be reinvoiced to the customer related to the project.
+
+# Expenses application
+
+To be able to reinvoice a customer for an expense, the *Expenses* application **must** be installed.
+
+To install the *Expenses* application, navigate to :menuselection:`main Odoo dashboard --> Apps`,
+and click :guilabel:`Install` on the *Expenses* application block. When clicked, Odoo installs the
+application, refreshes the page, and returns to the main Odoo dashboard.
+
+# Add expenses to sales orders
+
+To begin, have a sales order confirmed in the *Sales* app to which a reinvoiced expense can be
+added. Or, create a new sales order from scratch. To do that, navigate to the :menuselection:`Sales
+app --> New`. Doing so reveals a blank quotation form.
+
+Then, add a :guilabel:`Customer`, and add a product to the :guilabel:`Order Lines` tab, by clicking
+:guilabel:`Add a product`. Next, select a product from the drop-down menu.
+
+Lastly, click :guilabel:`Confirm` to confirm the sales order.
+
+.. image:: expense/confirmed-sales-order.png
+   :align: center
+   :alt: This is how a confirmed sales order looks in the Odoo Sales application.
+
+With the sales order confirmed, it's time to create an expense.
+
+To do that, navigate to the *Expenses* application, by going to :menuselection:`main Odoo dashboard
+--> Expenses`.
+
+Then, from the *Expenses* dashboard, click :guilabel:`New` to reveal a blank expenses form.
+
+.. image:: expense/blank-expenses-form.png
+   :align: center
+   :alt: A blank expenses form in the Odoo Expenses application.
+
+On the expenses form, add a :guilabel:`Description` to easily reference the expense.
+
+Then, in the :guilabel:`Category` field, select one of the following options from the drop-down
+menu:
+
+- :guilabel:`Communication`: any form of communication related to a project/order.
+- :guilabel:`Others`: expense that doesn't fit into any other categories.
+- :guilabel:`Meals`: any form of meal costs related to a project/order.
+- :guilabel:`Gifts`: any form of gift costs related to a project/order.
+- :guilabel:`Mileage`: any form of mileage (gas) costs related to project/order.
+- :guilabel:`Travel \& Accommodation`: any travel or accommodation costs related to a project/order.
+
+> **tip**:
+>    New expense categories can be created from an expense form, by clicking the :guilabel:`Category`
+   field drop-down menu, selecting :guilabel:`View All`, and clicking :guilabel:`New` from the
+   :guilabel:`Search:Category` pop-up window.
+
+   .. image:: expense/expense-category-pop-up.png
+      :align: center
+      :alt: The Search:Category expenses pop-up window from a blank expenses form in Odoo Expenses.
+
+For this sample workflow, which will reinvoice a customer for a brief hotel stay, the
+:guilabel:`Category` for this example is :guilabel:`[TRANS \& ACC] Travel \& Accommodation`.
+
+> **note**:
+>    The following example requires the *Sales*, *Accounting*, and *Expense* apps to view/modify all
+   the fields mentioned during the workflow.
+
+Beneath the :guilabel:`Category` field, enter in the amount to be expensed in the :guilabel:`Total`
+field.
+
+Next, designate if there are any :guilabel:`Included taxes` in the :guilabel:`Total`. If a
+preconfigured tax amount is selected from the :guilabel:`Included taxes` field, Odoo auto-calculates
+the taxed amount, based on the amount entered in the :guilabel:`Total` field.
+
+Then, choose which :guilabel:`Employee` was responsible for the expense, and choose an option in the
+:guilabel:`Paid By` field: :guilabel:`Employee (to reimburse)` or :guilabel:`Company`.
+
+In this case, our employee paid for the hotel with their own money, so the :guilabel:`Employee (to
+reimburse)` option is chosen.
+
+On the right-hand side of the expenses form, the option to add a :guilabel:`Bill Reference` is
+available. Beneath that, the auto-populated :guilabel:`Expense Date` and :guilabel:`Account` fields
+are available.
+
+> **note**:
+>    The :guilabel:`Expense Date` and :guilabel:`Account` field can be modified, if needed.
+
+Next, in the :guilabel:`Customer to Reinvoice` field, click the blank field to reveal a drop-down
+menu. From this drop-down menu, select the appropriate sales order to which this expense should be
+attached. This field **must** be filled, in order to reinvoice a customer for an expense.
+
+Lastly, the option to modify the :guilabel:`Analytic Distribution` and :guilabel:`Company` fields
+are available. These fields are *not* required to complete a reinvoiced expense to a customer, but
+are available to modify, if needed.
+
+Also, at the bottom of the expense form, there is a :guilabel:`Notes...` section, wherein any notes
+related to this expense can be added, if needed.
+
+.. image:: expense/filled-in-expense-form.png
+   :align: center
+   :alt: A filled out expenses form in the Odoo Expenses application.
+
+At the top of the expense form, there are buttons to :guilabel:`Attach Receipt`, :guilabel:`Create
+Report`, and :guilabel:`Split Expense`.
+
+If there is a physical or digital receipt that should be attached to the expense, click
+:guilabel:`Attach Receipt`.
+
+If the cost of this expense needs to be split, click :guilabel:`Split Expense`. This feature can be
+used for a number of reasons (spitting expense with another employee, to accommodate different tax
+rates, etc.).
+
+If neither of these options are necessary, click :guilabel:`Create Report` to lock in the expense
+report that was just configured.
+
+Doing so reveals an :guilabel:`Expense Report Summary` for the new expense.
+
+.. image:: expense/expense-report-summary-form.png
+   :align: center
+   :alt: An expense report summary in the Odoo Expenses application.
+
+Here, once the details related to the expense have been confirmed, click :guilabel:`Submit to
+Manager`. This sends the expense report to the approving manager, who will review the expense.
+
+The manager in charge of reviewing and approving the expense will inspect the details related to
+the expense, and if there are no issues, they will click the :guilabel:`Approve` button — which
+*only* appears on the manager's view of the :guilabel:`Expense Report Summary` that's been submitted
+to the manager by the employee.
+
+.. image:: expense/expense-report-summary-manager-approve.png
+   :align: center
+   :alt: An expense report summary that a manager will approve with an Approve button.
+
+Once approved, the buttons at the top of the :guilabel:`Expense Report Summary` change once again.
+At this point, the buttons at the top of the :guilabel:`Expense Report Summary` are: :guilabel:`Post
+Journal Entries`, :guilabel:`Report in Next Payslip`, :guilabel:`Refuse`, and :guilabel:`Reset to
+Draft`.
+
+.. image:: expense/expense-report-summary-manager-post-journal.png
+   :align: center
+   :alt: An expense report summary with post journal entries button at the top of the form.
+
+When the manager is satisfied with the :guilabel:`Expense Report Summary`, they'll click
+:guilabel:`Post Journal Entries`.
+
+Upon clicking :guilabel:`Post Journal Entries`, that button disappears, and the :guilabel:`Analytic
+Distribution` column in the :guilabel:`Expense` tab is filled with the sales order that was
+initially configured to the expense in the :guilabel:`Customer to Reinvoice` field.
+
+> **important**:
+>    By default, the :guilabel:`Customer to Reinvoice` field is enabled for the :guilabel:`[TRANS &
+   ACC] Travel & Accommodation`, :guilabel:`[COMM] Communication`, :guilabel:`[FOOD] Meals`, and
+   :guilabel:`[MIL] Mileage` expense category.
+
+   It should be noted that **not** all of the default expense categories that come installed with
+   the *Expenses* application have reinvoicing policies activated. The setting may have to be
+   manually activated.
+
+   To do that, navigate to :menuselection:`Expenses app --> Configuration --> Expenses Categories`
+   to view a list of all expense categories in the database.
+
+   Look in the :guilabel:`Re-Invoice Expenses` column to see which selections have been made for
+   each expense category.
+
+   .. image:: expense/expense-categories-page.png
+      :align: center
+      :alt: The Re-Invoice Expenses column on the Expense Categories page in the Odoo Expenses app.
+
+   To modify an expense category, click the :icon:`fa-arrow-right` :guilabel:`(right arrow)` in the
+   :guilabel:`Category` field, to reveal that specific expense from.
+
+   Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice Expenses` field, select
+   either :guilabel:`At cost` or :guilabel:`Sales price`.
+
+   .. image:: expense/reinvoice-expenses-field.png
+      :align: center
+      :alt: The Re-Invoice Expenses field on an Expense Category form in the Odoo Expenses app.
+
+# Reinvoice expense
+
+With those steps completed, it's time to return to the sales order to complete the reinvoice of the
+expense to the customer.
+
+To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, and select the
+appropriate sales order that should be reinvoiced for the expense.
+
+On the sales form, the newly-configured expense is now in the :guilabel:`Order Lines` tab, with its
+:guilabel:`Delivered` column filled in, and ready to be invoiced.
+
+.. image:: expense/sales-order-with-expense-order-lines.png
+   :align: center
+   :alt: A sales order with the configured expense ready to be invoiced in the Order Lines tab.
+
+After confirming the details of the expense, click :guilabel:`Create Invoice` at the top of the
+sales order. When clicked, a :guilabel:`Create invoices` pop-up window appears.
+
+.. image:: expense/create-invoices-popup.png
+   :align: center
+   :alt: A create invoices pop-up window that appears when the Create Invoice is clicked.
+
+From this pop-up window, leave the :guilabel:`Create Invoice` field on the default
+:guilabel:`Regular invoice` option, and click :guilabel:`Create Draft Invoice`.
+
+Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the expense in the
+:guilabel:`Invoice Lines` tab.
+
+.. image:: expense/customer-invoice-draft-with-expense.png
+   :align: center
+   :alt: A customer invoice draft with the expense in the Invoice Lines tab of the form.
+
+If all the information related to the expense is correct, click :guilabel:`Confirm` to confirm the
+invoice. Doing so moves the status of the invoice from :guilabel:`Draft` to :guilabel:`Posted`.
+
+To send the invoice to the customer, click :guilabel:`Send \& Print`. Doing so reveals a
+:guilabel:`Send` pop-up window, with a preconfigured message and PDF invoice in the body of the
+message. The message can be reviewed and modified, if needed.
+
+Once ready, click :guilabel:`Send \& Print` to send the invoice to the customer. When clicked, the
+pop-up window disappears, and Odoo sends the message/invoice to the customer. Additionally, a PDF of
+the invoice is automatically downloaded for record-keeping and/or printing purposes.
+
+Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register Payment` button when the
+customer pays for the invoiced expense.
+
+.. image:: expense/customer-invoice-register-payment.png
+   :align: center
+   :alt: A customer invoice with the register payment button ready to be clicked.
+
+When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment` pop-up window appears.
+In this pop-up window, the necessary fields are auto-populated with the correct information. After
+reviewing the information, click :guilabel:`Create Payment`.
+
+.. image:: expense/register-payment-popup.png
+   :align: center
+   :alt: A register payment pop-up window on a customer invoice in Odoo Sales.
+
+Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, and a green :guilabel:`In
+Payment` banner is in the upper-right corner of the invoice, signifying this invoice is paid for in
+full. Thus, completing the workflow.
+
+.. image:: expense/expense-invoice-in-payment-banner.png
+   :align: center
+   :alt: A register payment pop-up window on a customer invoice in Odoo Sales.
+
+.. seealso::
+   - :doc:`invoicing_policy`
+   - :doc:`time_materials`
+   - :doc:`milestone`

package/payload/skills/odoo18-docs/references/docs/applications/sales/sales/invoicing/invoicing_policy.md

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+---
+title: "Invoice based on delivered or ordered quantities"
+source_url: "https://docs.odoo.sbggai.top/applications/sales/sales/invoicing/invoicing_policy.html"
+---
+
+================================================
+# 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 the default mode in Odoo *Sales*, which means
+  customers are invoiced once the sales order is confirmed.
+- The *Invoice what is delivered* rule invoices customers once the delivery is done. This rule is
+  often used for businesses that sell materials, liquids, or food in large quantities. In these
+  cases, the ordered quantity may differ slightly from the delivered quantity, making it preferable
+  to invoice the quantity actually delivered.
+
+Being able to have different invoicing options provides more flexibility.
+
+# Invoicing policy features
+
+To activate the necessary invoicing policy features, go to :menuselection:`Sales app -->
+Configuration --> Settings`, and under the :guilabel:`Invoicing` heading, select an
+:guilabel:`Invoicing Policy` rule: :guilabel:`Invoice what is ordered` or :guilabel:`Invoice what is
+delivered`.
+
+.. image:: invoicing_policy/invoicing-policy-setting.png
+   :align: center
+   :alt: Choosing an invoicing policy on Odoo Sales.
+
+> **important**:
+>    If the :guilabel:`Invoice what is delivered` rule is chosen, it is **not** possible to activate
+   the :guilabel:`Automatic Invoice` feature, which automatically generates invoices when an online
+   payment is confirmed.
+
+# Invoicing policy on product form
+
+On any product page, via the :menuselection:`Sales app --> Products --> Products dashboard`, locate
+the :guilabel:`Invoicing Policy` option located under the :guilabel:`General Information` tab. It
+can be changed manually using the drop-down menu.
+
+.. image:: invoicing_policy/invoicing-policy-general-info-tab.png
+   :align: center
+   :alt: How to change your invoicing policy on a product form on Odoo Sales.
+
+# Impact on sales flow
+
+In Odoo *Sales*, the basic sales flow starts with the creation of a quotation. Then, that quotation
+is sent to a customer. Next, it needs to be confirmed, which turns the quotation into a sales order.
+This, in turn, creates an invoice.
+
+The following is a breakdown of how invoicing policy rules impact the aforementioned sales flow:
+
+- :guilabel:`Invoice what is ordered`: No impact on the basic sales flow. An invoice is created as
+  soon as a sale is confirmed.
+- :guilabel:`Invoice what is delivered`: Minor impact on sales flow, because the delivered quantity
+  needs to be manually entered on the sales order. Or, the *Inventory* app can be installed and used
+  to confirm the delivered quantity before creating an invoice with the *Sales* app.
+
+> **warning**:
+>    If a user attempts to create an invoice without validating the delivered quantity, the following
+   error message appears: :guilabel:`There is no invoiceable line. If a product has a Delivered
+   quantities invoicing policy, please make sure that a quantity has been delivered.`
+
+   .. image:: invoicing_policy/invoicing-policy-error-message.png
+      :align: center
+      :alt: If Delivered Quantities invoicing policy is chosen, ensure a quantity has been delivered.
+
+> **note**:
+>    Once a quotation is confirmed, and the status changes from :guilabel:`Quotation sent` to
+   :guilabel:`Sales order`, the delivered and invoiced quantities are available to view, directly
+   from the sales order. This is true for both invoicing policy rule options.
+
+   .. image:: invoicing_policy/invoicing-policy-order-lines.png
+      :align: center
+      :alt: How to see your delivered and invoiced quantities on Odoo Sales.
+
+   Odoo automatically adds the quantities to the invoice, both :guilabel:`Delivered` and
+   :guilabel:`Invoiced`, even if it's a partial delivery, when the quotation is confirmed.
+
+Finally, there are a few different options to create an invoice: :guilabel:`Regular invoice`,
+:guilabel:`Down payment (percentage)` or :guilabel:`Down payment (fixed amount)`.
+
+.. seealso::
+   Be sure to check out the documentation explaining down payment options to learn more:
+   :doc:`/applications/sales/sales/invoicing/down_payment`