Plăți anticipate

Un avans este o plată parțială efectuată de către cumpărător la încheierea unui contract de vânzare. Aceasta implică angajamentul deplin al ambelor părți (vânzător și cumpărător) de a onora contractul.

Cu un avans, cumpărătorul plătește o parte din suma totală datorată în timp ce este de acord să plătească suma rămasă la o dată ulterioară. La rândul său, vânzătorul furnizează bunuri sau servicii cumpărătorului după acceptarea avansului, având încredere că suma rămasă va fi plătită ulterior.

Cerere de plată inițială

Când o comandă de vânzare este confirmată, opțiunea de a crea o factură devine disponibilă, prin intermediul butonului Creează factură, situat în colțul din stânga sus al formularului de comandă de vânzare. Când faceți clic, apare o fereastră pop-up Creați facturi.

Notă

Invoices are automatically created in drafts, so they can be reviewed before validation.

În fereastra pop-up Creați facturi, există 3 opțiuni din care puteți alege în câmpul Creați facturi:

  • Factură obișnuită

    Notă

    If Regular Invoice is selected the other fields disappear, as they only pertain to down payment configurations.

  • Down payment (percentage)

  • Down payment (fixed amount)

In terms of a down payment, it can either be a fixed amount or a percentage of the total amount.

Once the desired down payment option is selected in the Create Invoice field, designate the desired amount (either as a percentage or fixed amount) in the Down Payment Amount field.

Then, select the appropriate income account for the invoice in the Income Account field, and add a tax amount, if necessary, in the Customer Taxes field. These settings will be reused for future down payments.

How to configure a down payment on Odoo Sales.

Important

When a down payment is first requested, a new product called Down payment is created. This product is registered as a Service product, with an invoicing policy of Ordered quantities. This product can be edited and modified at any time.

Atenționare

If Delivered quantities is chosen as the invoicing policy, an invoice will not be able to be created.

Request a 50% down payment

For the following example, the flow involves a 50% amount down payment on a product with Ordered quantities as the invoicing policy.

When the order is confirmed (via the Confirm button), it’s time to create/view the invoice, by clicking Create Invoice.

Then, on the Create invoices pop-up window that appears, select Down payment (percentage), and type 50 in the Down Payment Amount field. Lastly, click Create and View Invoice to create and view the invoice.

Create invoices pop up window in Odoo Sales.

Doing so reveals the draft invoice, which mentions the down payment.

Un exemplu de factură cu avans menționat în Odoo Sales.

From there, the invoice can be confirmed/posted, and the payment can be registered. Return to the sales order, via the breadcrumbs.

On the sales order, the option to view what the customer will see is available, via the Customer Preview smart button, and the Invoice button reveals the drafted invoice. In either case, the down payment is mentioned on both the sales order and draft invoice.

How the down payment is mentioned on the sales order in Odoo Sales.

To confirm and register the first payment of the down payment, click the Invoices smart button to return to the invoice. On the Customer Invoice page, click Confirm, then Register Payment to open a Register Payment pop-up form.

How the register payment pop up looks in Odoo Sales.

On this form, select the appropriate Journal and confirm that the down payment amount is correct in the Amount field. Then, make any other modifications to the other fields, if necessary, before clicking Create Payment.

Odoo returns to the invoice, which now has a green In Payment banner visible in the upper-right corner.

How the initial down payment invoice has a green paid banner in Odoo Sales.

Now, when the customer wants to pay the remaining amount of the order, another invoice must be created. To do that, return to the sales order, and click Create Invoice.

On the Create invoices pop-up window, there is now an option to Deduct down payments, which is selected by default.

Opțiunea de deducere a plății în avans din fereastra de creare a facturilor apare în Odoo Sales.

If the remaining amount is ready to be paid, the Regular Invoice option should be selected, and the Deduct down payments option should stay selected. Then, click Create and View Invoice.

Doing so reveals a separate Invoices page, listing all the invoices for that specific sales order. Each invoice line item displays all the necessary information related to each invoice, along with the current Payment Status.

The down payment invoices page in Odoo Sales.

To complete the flow, select the invoice with the Not Paid status, which opens that invoice. On the invoice page, click Confirm, then Register Payment, and confirm that the remaining Amount is correct. Then, click Create Payment.

That pop-up window disappears, and a green In Payment banner is now present on the invoice. The line items on the invoice show that the total amount has been paid, including mentions of the down payment, and the flow is complete.

Acest flux este posibil și cu opțiunea de avans Sumă fixă.

Important

If a down payment is used with a product that has a Delivered quantities invoicing policy, the down payments will not be able to be deducted when it comes time to invoice the customer. This is because, due to the invoicing policy, the product(s) would have to be delivered before creating the final invoice.

If nothing has been delivered, a Credit Note is created, which cancels the draft invoice that was created after the down payment. To utilize the Credit Note option, the Inventory application must be installed, in order to confirm the delivery. Otherwise, the delivered quantity can be entered manually directly on the sales order.

Income account and customer taxes modifications

Pentru a ajusta contul de venit și taxele clienților atașate unui avans, navigați la pagina Produse (Aplicația de vânzări ‣ Produse ‣ Produse), căutați produsul Plată în avans în bara de căutare și selectați-o pentru a afișa pagina cu detaliile produsului.

On the Down Payment product page, click Edit, then scroll down to the General Information tab. In this tab, the customer taxes can be modified in the Customer Taxes field.

Cum să modificați contul de venituri legat de încasările în avans

To change or adjust the income account attached to the Down Payment product page, the Accounting app must be installed. With the Accounting app installed, the Accounting tab becomes available on the product page. That tab will not be accessible without the Accounting app installed.

In the Accounting tab, the income account can be changed in the Income Account field, in the Receivables section. Once all desired changes are complete, click Save.

Cum să modificați contul de venituri legat de încasările în avans