How to Configure Prepayments in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Sales Tutorials

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Published on November 23, 2024 12:00:04 PM ● Video Link: https://www.youtube.com/watch?v=45nzzI4GGOg

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Prepayments in Odoo 18 Sales are a valuable tool for businesses to secure upfront payments from customers, especially for large orders or projects. This feature allows you to create down payment invoices, which can be settled before the final invoice is generated.

Here's a step-by-step guide on how to manage prepayments in Odoo 18 Sales:

1. Create a Sales Order:

Create a new sales order as you normally would, detailing the products or services to be delivered.
Important: Ensure the "Invoicing Policy" for the order lines is set to "Delivered Quantities" or "Prepaid". This setting determines when the invoice will be generated.

2. Create a Down Payment Invoice:

Manual Creation:

Go to the sales order and click on the "Create Down Payment" button.
A new invoice will be created with a down payment product.
You can specify the amount of the down payment.

Automatic Creation:
If the "Automatic Down Payments" option is enabled in the sales order configuration, a down payment invoice will be automatically created when the order is confirmed.

3. Record Payment:

Once the down payment invoice is created, you can record the payment against it.
This can be done manually or by using payment gateways.

4. Create the Final Invoice:

When the products or services are delivered or the project is completed, you can create the final invoice.
The amount of the down payment will be automatically deducted from the final invoice.

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