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[IMP] sales: down payment tax breakdown
- Since odoo/odoo@a11f402 the taxes on the down payment Invoices are broken down in proportion of the Sales Order Lines taxes. And the customer tax on the down payment product is not used anymore. - Since odoo/odoo@d919334 the down payment lines are also broken down on accounts. - Since odoo/odoo@7ef3d6a a down payment account can be set on products. closes #12594 Task: 4621266 X-original-commit: 03af82a Signed-off-by: Samuel Lieber (sali) <[email protected]>
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content/applications/sales/sales/invoicing/down_payment.rst

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@@ -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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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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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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.. 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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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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Customer taxes modification on down payments
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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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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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.. 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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.. _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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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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