diff --git a/content/applications/sales/sales/invoicing/down_payment.rst b/content/applications/sales/sales/invoicing/down_payment.rst index d458acee0b..c39af3a2ad 100644 --- a/content/applications/sales/sales/invoicing/down_payment.rst +++ b/content/applications/sales/sales/invoicing/down_payment.rst @@ -20,7 +20,6 @@ When a sales order is confirmed, the option to create an invoice becomes availab :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:: @@ -48,13 +47,13 @@ Once all fields are filled in, click the :guilabel:`Create Draft` button. Upon c Odoo reveals the :guilabel:`Customer Invoice Draft`. .. important:: - If an :guilabel:`Invalid Operation` error appears, double-check that the - :doc:`invoicing policy ` is configured correctly. In some cases, for example, - the invoicing policy is configured to require delivery before invoicing. + If an :guilabel:`Invalid Operation` error appears, double-check that the :doc:`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`. +that was just configured in the :guilabel:`Create invoices` pop-up form appears under a new +:guilabel:`Down Payments` section. .. _sales/invoicing/50-percent-down-payments: @@ -66,7 +65,6 @@ Example: request 50% down payment 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:: @@ -82,14 +80,13 @@ When the order is confirmed (via the :guilabel:`Confirm` button), the quotation 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. + The :guilabel:`Income Account` attached to the :guilabel:`Down payment` can be changed. For more information, check out the documentation on :ref:`income account modification on down payments `. @@ -99,21 +96,19 @@ Next, on the :guilabel:`Create invoices` pop-up window that appears, select :gui 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. +Clicking :guilabel:`Create Draft Invoice` reveals the draft invoice, which includes the down payment +under the :guilabel:`Down Payments` section of 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 @@ -121,14 +116,12 @@ necessary information. Confirm the information provided is correct, and make any 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 @@ -138,7 +131,6 @@ Back on the sales order, a new :guilabel:`Down Payments` section is present in t 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. @@ -147,7 +139,6 @@ On the :guilabel:`Create invoices` pop-up window that appears, there are two new :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 @@ -167,7 +158,6 @@ Once again, the :guilabel:`Register Payment` appears, with all fields auto-popul 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 @@ -175,7 +165,6 @@ After confirming that information, click :guilabel:`Create Payment`. Doing so re 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. @@ -224,8 +213,8 @@ 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. +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. @@ -234,12 +223,11 @@ On the :guilabel:`Create invoices` pop-up window that appears, select :guilabel: (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. +draft invoice into view, which includes the :guilabel:`Down payment` under the :guilabel:`Down +Payments` section of 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 @@ -256,7 +244,6 @@ After clicking :guilabel:`Create Payment`, Odoo reveals the customer invoice, no :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. @@ -266,22 +253,17 @@ The process is now complete, and the 100% down payment has been successfully app 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. +.. important:: + To change or adjust the income account attached to down payments, the **Accounting** app must be + installed. With the *Accounting* app installed, the :guilabel:`Accounting` column becomes + available on the draft invoice. -In the :guilabel:`Accounting` tab, the income account can be changed in the :guilabel:`Income -Account` field, located in the :guilabel:`Receivables` section. +Navigate to the invoice to be modified by going to :menuselection:`Sales app --> Orders --> clicking +the order in question --> Invoices smart button --> clicking the account in the Account column --> +Search more...`. -.. image:: down_payment/income-account.png - :align: center - :alt: How to modify the income account link to down payments. +In the :guilabel:`Search: Account` form, a different account be chosen from the list of pre-existing +accounts. A new account can also be created by clicking the :guilabel:`New` button. .. seealso:: :doc:`invoicing_policy` diff --git a/content/applications/sales/sales/invoicing/down_payment/income-account.png b/content/applications/sales/sales/invoicing/down_payment/income-account.png deleted file mode 100644 index 6c7f991987..0000000000 Binary files a/content/applications/sales/sales/invoicing/down_payment/income-account.png and /dev/null differ