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[IMP] Sales: Minor invoicing policy clarification #15499

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[IMP] Sales: Minor invoicing policy clarification #15499

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18 changes: 8 additions & 10 deletions content/applications/sales/sales/invoicing/invoicing_policy.rst
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Original file line number Diff line number Diff line change
Expand Up @@ -19,27 +19,26 @@ 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`.
delivered`. This automatically applies the chosen invoicing policy rule to all newly created
products. Existing products must have their invoicing policy updated on their product forms.

.. 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
================================
Invoicing policy on product forms
=================================

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.
:alt: How to change invoicing policy on a product form on Odoo Sales.

Impact on sales flow
====================
Expand All @@ -62,17 +61,16 @@ The following is a breakdown of how invoicing policy rules impact the aforementi
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.
: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.
:alt: How to see 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.
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