@@ -33,10 +33,6 @@ On the :guilabel:`Create invoices` pop-up, there are 3 options to choose from in
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- :guilabel: `Down payment (percentage) `
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- :guilabel: `Down payment (fixed amount) `
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- .. note ::
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- If :guilabel: `Regular Invoice ` is selected, the other fields disappear, as they only pertain to
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- down payment configurations.
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-
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Initial down payment request
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============================
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@@ -93,13 +89,13 @@ Next, on the :guilabel:`Create invoices` pop-up window that appears, select :gui
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(percentage) `, and type `50 ` in the :guilabel: `Down Payment Amount ` field.
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.. note ::
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- The :guilabel: `Income Account ` and :guilabel: `Customer Taxes ` fields are *not * required fields,
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- and they will *not * appear if they've already been preconfigured in previous down payment
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- requests.
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+ The :guilabel: `Income Account ` attached to the :guilabel: `Down payment ` product can be changed.
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- For more information, check out the documentation on :ref: `customer taxes modification on down
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- payments <sales/invoicing/customer-tax-modification-down-payments>` and :ref: `income account
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- modification on down payments <sales/invoicing/income-account-modification>`.
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+ For more information, check out the documentation on :ref: `income account modification on down
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+ payments <sales/invoicing/income-account-modification>`.
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+
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+ A :guilabel: `Down payment Account ` can also be set on a product category. If set, this account is
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+ prioritized.
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Lastly, click :guilabel: `Create Draft Invoice ` to create and view the invoice draft.
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@@ -235,17 +231,7 @@ Upon clicking the :guilabel:`Confirm` button, the quotation turns into a sales o
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an invoice can now be created by clicking :guilabel: `Create Invoice ` in the top-left corner.
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On the :guilabel: `Create invoices ` pop-up window that appears, select :guilabel: `Down payment
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- (percentage) `, and type `100 ` in the :guilabel: `Down Payment Amount ` field. Then, if desired, select
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- an :guilabel: `Income Account ` and :guilabel: `Customer Taxes ` in their respective fields.
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-
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- .. note ::
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- The :guilabel: `Income Account ` and :guilabel: `Customer Taxes ` fields are *not * required fields,
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- and they will *not * appear if they've already been preconfigured in previous down payment
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- requests.
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-
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- For more information, check out the documentation on :ref: `customer taxes modification on down
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- payments <sales/invoicing/customer-tax-modification-down-payments>` and :ref: `income account
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- modification on down payments <sales/invoicing/income-account-modification>`.
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+ (percentage) `, and type `100 ` in the :guilabel: `Down Payment Amount ` field.
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.. image :: down_payment/100p-down-payment-percentage.png
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:align: center
@@ -275,22 +261,6 @@ After clicking :guilabel:`Create Payment`, Odoo reveals the customer invoice, no
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The process is now complete, and the 100% down payment has been successfully applied.
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- .. _sales/invoicing/customer-tax-modification-down-payments :
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-
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- Customer taxes modification on down payments
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- ============================================
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-
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- To adjust the income account and customer taxes attached to a down payment, navigate to the
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- :guilabel: `Products ` page (:menuselection: `Sales app --> Products --> Products `), search for the
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- `Down Payment ` product in the search bar, and select it to reveal the product detail page.
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-
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- On the :guilabel: `Down Payment ` product page, in the :guilabel: `General Information ` tab, the
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- customer taxes can be modified in the :guilabel: `Customer Taxes ` field.
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-
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- .. image :: down_payment/customer-taxes-field.png
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- :align: center
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- :alt: How to modify the income account link to down payments.
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-
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.. _sales/invoicing/income-account-modification :
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Income account modification on down payments
@@ -299,8 +269,12 @@ Income account modification on down payments
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To change or adjust the income account attached to the :guilabel: `Down Payment ` product page, the
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*Accounting * app **must ** be installed.
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+ Navigate to the :guilabel: `Products ` page (:menuselection: `Sales app --> Products --> Products `),
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+ search for the `Down Payment ` product in the search bar, and select it to reveal the product detail
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+ page.
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+
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With the *Accounting * app installed, the :guilabel: `Accounting ` tab becomes available on the product
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- page. That tab will ** not ** be accessible without the * Accounting * app installed.
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+ page.
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In the :guilabel: `Accounting ` tab, the income account can be changed in the :guilabel: `Income
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Account ` field, located in the :guilabel: `Receivables ` section.
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