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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!!
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.
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:
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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1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
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