diff --git a/content/applications/sales/sales/invoicing/invoicing_policy.rst b/content/applications/sales/sales/invoicing/invoicing_policy.rst index b4da02c067..36137be883 100644 --- a/content/applications/sales/sales/invoicing/invoicing_policy.rst +++ b/content/applications/sales/sales/invoicing/invoicing_policy.rst @@ -1,85 +1,122 @@ -================================================ -Invoice based on delivered or ordered quantities -================================================ +================== +Invoicing policies +================== -Different business policies might require different options for invoicing: +Depending on business needs, it may be advantageous to choose whether to invoice customers based on +the goods and services that they order or when those goods and services are delivered to them. To +allow businesses maximum flexibility to best meet their needs, Odoo offers two invoicing policies +that can be enabled in the **Sales** app: :ref:`Invoice what is ordered ` and +:ref:`Invoice what is delivered `. -- 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. +Configuring an invoicing policy +=============================== -Being able to have different invoicing options provides more flexibility. +To configure an invoicing policy, go to :menuselection:`Sales app --> Configuration --> Settings`, +and under the :guilabel:`Invoicing` heading, select an :guilabel:`Invoicing Policy` option: +:guilabel:`Invoice what is ordered` or :guilabel:`Invoice what is delivered`. -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`. +Activating an invoicing policy option automatically applies the chosen option to all newly created +products. Existing products **must** have their invoicing policy manually updated on their product +forms. .. image:: invoicing_policy/invoicing-policy-setting.png - :align: center - :alt: Choosing an invoicing policy on Odoo Sales. + :alt: Choosing an invoicing policy in the Sales app. -.. important:: - If the :guilabel:`Invoice what is delivered` rule is chosen, it is **not** possible to activate +.. important: + If the :guilabel:`Invoice what is delivered` option 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 -================================ +Changing the invoicing policy for existing products +--------------------------------------------------- -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. +After the invoicing policy has been configured in **Settings**, navigate to a product's form through +:menuselection:`Sales app --> Products --> Products` and choosing a product. Locate the +:guilabel:`Invoicing Policy` option located under the :guilabel:`General Information` tab. Use the +drop-down menu to change the policy. .. 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 in the **Sales** app. -Impact on sales flow -==================== +.. _invoice-on-order: -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. +Invoicing what is ordered +========================= -The following is a breakdown of how invoicing policy rules impact the aforementioned sales flow: +The *Invoice what is ordered* option is used as the default mode in the **Sales** app, which means +customers are invoiced once a quotation has been sent to the customer and confirmed. The creation of +a quotation in turn leads to the creation and confirmation of a sales order. An invoice can then be +created as soon as the sales order is confirmed. -- :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. +This invoicing policy has no impact on the basic Odoo sales flow. -.. 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.` +Invoice ordered quantity workflow +--------------------------------- - .. image:: invoicing_policy/invoicing-policy-error-message.png - :align: center - :alt: If Delivered Quantities invoicing policy is chosen, ensure a quantity has been delivered. +Confirm that the product's invoicing policy is set to :guilabel:`Ordered quantities` in the product +form. :ref:`Create a quotation and sales order ` as normal. After the sales +order has been confirmed, create an invoice by clicking the :guilabel:`Create Invoice` button on the +sales order form. Choose the type of invoice to be sent, click :guilabel:`Create Draft Invoice`, +confirm the invoice when ready, and proceed with the payment flow as normal. + +.. example:: + A independent artisan with a small business sells handmade jewelery nationwide online. Because + they have direct control over their inventory levels and ship with 3rd party carriers, they + invoice their customers after a sales order has been confirmed. + + The artisan receives an order for a necklace. They send their customer a quotation, confirm it, + and create a sales order. After the sales order has been confirmed, an invoice can be created and + sent to the customer for payment without any additional steps be taken. The invoice gets paid, + the necklace is shipped and delivered, and the transaction is complete. + +.. _invoice-on-delivery: -.. 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. +Invoicing what is delivered +=========================== - .. image:: invoicing_policy/invoicing-policy-order-lines.png - :align: center - :alt: How to see your delivered and invoiced quantities on Odoo Sales. +The *Invoice what is delivered* option invoices customers as different amounts of the ordered goods +are delivered. This option is often used for businesses that sell large quantities of physical goods +in each sales order, but may not always be able to completely fulfill a given order all at once. In +these cases, the ordered quantity may differ slightly from the delivered quantity based on product +availability. Once a quotation is confirmed, and the status changes from :guilabel:`Quotation sent` +to :guilabel:`Sales order`, Odoo automatically adds both the delivered and invoiced quantities to +the invoice and sales order. Both partial and complete deliveries are tracked. - 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. +This invoicing policy has a minor impact on the sales flow because the delivered quantity of a +product needs to be manually entered on the sales order. + +.. image:: invoicing_policy/invoicing-policy-order-lines.png + :alt: How to see delivered and invoiced quantities on Odoo Sales. + +Invoice delivered quantity workflow +----------------------------------- + +Confirm that the product's invoicing policy is set to :guilabel:`Delivered quantities` in the +product form. :ref:`Create a quotation and sales order ` as normal. After +the sales order has been confirmed, the product must be delivered before an invoice can be created. + +Once the product has been shipped and delivery has been confirmed, click the :guilabel:`Delivery` +smart button on the sales order screen and click :guilabel:`Validate` to validate the delivery +order. Once at least a partial delivery has been confirmed, return to the sales order form. The +:guilabel:`Create Invoice` button is now purple to indicate that an invoice can be created and +confirmed, and that it is possible to proceed with the payment flow as normal. + +.. warning:: + If a user attempts to create an invoice without validating the delivered quantity, the system + returns an error message alerting them to the issue. + + .. image:: invoicing_policy/invoicing-policy-error-message.png + :alt: If Delivered Quantities invoicing policy is chosen, ensure a quantity has been + delivered. -Finally, there are a few different options to create an invoice: :guilabel:`Regular invoice`, -:guilabel:`Down payment (percentage)` or :guilabel:`Down payment (fixed amount)`. +.. example:: + A produce distributor using the invoice what is delivered option sells 50 heads of lettuce to a + local restaurant. At the time the delivery is made, only 40 heads are available. The distributor + delivers the available heads of lettuce and creates an invoice for what was delivered. Later, + when more supply comes in, the distributor delivers the remaning 10 heads of lettuce and creates + a second invoice to complete the order. .. seealso:: - Be sure to check out the documentation explaining down payment options to learn more: + :doc:`/applications/sales/sales/send_quotations/create_quotations` :doc:`/applications/sales/sales/invoicing/down_payment` + :doc:`/applications/inventory_and_mrp/inventory` diff --git a/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-error-message.png b/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-error-message.png index 52884ede76..75759cce17 100644 Binary files a/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-error-message.png and b/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-error-message.png differ diff --git a/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-general-info-tab.png b/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-general-info-tab.png index 658440b148..b08ccb746e 100644 Binary files a/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-general-info-tab.png and b/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-general-info-tab.png differ diff --git a/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-order-lines.png b/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-order-lines.png index 34c15bcd09..d5fc25248a 100644 Binary files a/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-order-lines.png and b/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-order-lines.png differ diff --git a/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-setting.png b/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-setting.png index 890c769aa3..90b472edb0 100644 Binary files a/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-setting.png and b/content/applications/sales/sales/invoicing/invoicing_policy/invoicing-policy-setting.png differ diff --git a/content/applications/sales/sales/send_quotations/create_quotations.rst b/content/applications/sales/sales/send_quotations/create_quotations.rst index 4aebfa8bb0..f868ff67f0 100644 --- a/content/applications/sales/sales/send_quotations/create_quotations.rst +++ b/content/applications/sales/sales/send_quotations/create_quotations.rst @@ -66,6 +66,8 @@ To view and/or modify any listed quotation from the :guilabel:`Quotations` dashb desired quotation line from the list, and Odoo reveals the specific form for that selected quotation. +.. _sales/create-quotation: + Create quotation ================