Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
Hello, In the company I work for, the payment terms are like this: 50% in advance, (Before creating the invoice) 40% when the product is shipped to the customer and 10% when the product is delivered. In the Odoo options we only have x days after the invoice, etc. How will I be able to automate these other forms of payment as much as possible?
Hi,
You can refer to the following resources for a detailed understanding of Payment Terms in odoo.
Video : https://www.youtube.com/watch?v=3HAGV2oRpm8
Hope it helps
Documentation on creating new payment terms is available at https://www.odoo.com/documentation/18.0/applications/finance/accounting/customer_invoices/payment_terms.html#configuration
Créez un compte dès aujourd'hui pour profiter de fonctionnalités exclusives et échanger avec notre formidable communauté !
S'inscrire
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
Hi,
Step 1 :First the lets create a payment term by going to accounting module,Configuration, Payment Terms.
Step 2 :Create a New Payment Term
Step 3 :First the Customer pays Advance 50% before the Invoice First we set the Due Type as Percent and it the value to 50%, This makes the customer pays the Advance 50% before the Invoice.
Step 3 : 40% when the product is shipped to the customer, There is no feature in payment term if the Product delivery state Shipped the customer should pay 40%, You need to customize the Payment terms in order to achieve your condition or If you know the exact number of days the product is in shipped state You can make the Payment 40% of the total amount, X number of days after Shipment and due type is Balance.
Step 4: 10% of the total amount,after the product is delivered,There is no feature in payment term,Like I said you need to customize it in order to achieve your condition or If u know the exact number of days the product is delivered to the customer then you can make the Payment 10% of the total amount, Y number of days after Delivery and set the due type as Balance.
I hope this helps!
Hello,
when you say "You need to customize the Payment terms..." do you mean change in the code or is there a way to do it in a simple way?
thank you