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odoo accounting v14 pos v15
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Hashem Omran

I work on a contract that has the following payment terms:
1. 30% as a down payment  at contract signing (to prepare the Execution drawing, installing the drainage System)

2. 25% before requesting the Indoor unit and installing the air Duct

3. 25% before requesting the outdoor unit and installing the copper pipes

4. 10% before installing the thermostat and diffusers 

5. 10% before starting up and commissioning 

There is no date to add due to the scope of work, and the customer requests the next phase after finishing.

-How can I issue a VAT invoice for the down payment if I d payment if I did not do any work as per the customer's request?

-How to add the above payment terms in the Quotation and keep the system understanding the phase with percentage?


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Cybrosys Techno Solutions Pvt.Ltd
Nejlepší odpověď

Hi,


You can issue a VAT invoice for a down payment in Odoo even if no work has started. Simply create the down payment invoice from the quotation or sales order using the “Create Invoice → Down Payment (Percentage)” option and enter the agreed percentage, such as 30%. This advance payment is legally valid as it represents payment for future services or products.


For phase-based payment terms, you can define each phase as a line in a payment term with its corresponding percentage. Go to Accounting → Configuration → Payment Terms, create a new term, and add lines for each phase with the agreed percentages (e.g., 30%, 25%, 25%, 10%, 10%) and descriptions. Assign this payment term to your quotation, and Odoo will automatically calculate the invoice amounts for each phase as the customer requests the next step.


This setup allows you to manage the project in phases, issue VAT invoices for down payments and subsequent milestones, and ensure correct accounting and VAT handling for each stage.


Hope it helps

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