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1 order -> 3 invoices (% defined in quotation)

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sales
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Bob Test

Hello everyone,

I would like to be able to invoice an order in three installments, each invoice's amount must be a % of the total amout of the quote and is defined in the quote (example: 30% when the quote is placed in order, 60% when the equipment is delivered and 10% at the end of the project). 

The % of the amount of invoices N°1, N°2 & N°3 must be defined in the quotation, but as standard they are 30, 60 & 10%.

Is it possible? without a developpement?

Thank you!!

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Christoph Farnleitner

Unless you actually have your projects meant to be part of the invoicing process, one simplified approach would just be utilizing down payments, see https://www.odoo.com/documentation/18.0/applications/sales/sales/invoicing/down_payment.html

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Manish Bohra
Best Answer

Hello,

In the case of a sales order, we can get an advance as a payment.

For example, our total sales order amount is 1000 USD.

After confirmation, the create invoice button is visible.

PFA

Using this option, we can create a percentage-wise amount, and in the last invoice, we can create a regular invoice. 


Thanks.

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Sumit Mittal
Best Answer

Yes you can do it using a project plan linked to sales order. 

each mile stone will be payed as % of it. 

Go to Project → Projects →

Add 3 tasks:

  • Task 1: “Initial Payment (30%)”
  • Task 2: “Equipment Delivery (60%)”
  • Task 3: “Final Completion (10%)”

You manually mark tasks as complete as the project progresses.


Invoice Each Milestone Using Manual Invoicing

Adjust the invoice amount manually to match 30% / 60% / 10%

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