Odoo Help

0

Why REFUND option is visible and usable when a Sales/Purchase Quotation

By
Nilim
on 2/9/16, 5:34 AM 626 views

While creating a Draft Sales Quotation when we confirm it, we are directed to a page where we can view Delivery order and Create Invoice.Now once we have created an invoice and on validating it we have the option to either Register Payment or Refund Invoice.

My query is why is the Refund Button functional when we are required to register the payment, its because till now we have n't made the payment hence how can we Refund it. Plz explain

2

Ray Carnes

--Ray Carnes--
16611
| 9 7 9
Atlanta, United States
--Ray Carnes--

Senior Odoo Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0.

Completed Odoo Functional and Technical Training.

Major Skills:

  • User Needs and GAP Analysis;

  • Functional and Technical Design;

  • Prototyping and Proof of Concepts;

  • Requirements Specifications;

  • Agile Implementation;

  • Data Migration;

  • Configuration & Customization (UI and code);

  • Integration - Odoo and non Odoo Applications and Services;

  • Training and Knowledge Transfer;

  • Go Live Support;

  • Helpdesk;

  • Version Upgrades and Migration.

  • Accounting Expert.

I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

I am a skilled Communicator and I only take the serious things seriously!

Ray Carnes
On 2/9/16, 1:34 PM

An Invoice can be refunded before payment is received - you probably think of it more as a 'credit note'.

Think about this case:  You deliver products, they get lost/broken or are the wrong type.  The Customer decides to cancel the entire order, but you already have an Invoice, so you will never get paid.  You need to refund it and use the refund to close it.

Thank you Ray Carnes. It solved my problem :)

Nilim
on 2/10/16, 12:27 AM
0
Nilim
On 2/29/16, 3:18 AM

Hi Ray,


I am still confused with the REFUND option.Would you please explain me with few illustrations 

About This Community

This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.

Register

Odoo Training Center

Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.

Test it now

Question tools

1 follower(s)

Stats

Asked: 2/9/16, 5:34 AM
Seen: 626 times
Last updated: 3/15/16, 3:27 AM