Down-payment invoices

Quick summary: Issue the down-payment invoice from the sales order, record its payment on the down-payment account, and set the amount consumed by the final invoice.

Before you start

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• Sales
• Accounting
• Implex Sale Downpayment

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Open sales orders in Odoo

Your Odoo address

Enter the base address of your Odoo instance. It will be stored only in this browser.

Odoo base address

The documentation does not receive your address, username, or password.

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Try an example

Change the order value, down-payment percentage, current delivery share, and tax rate. The example shows the gross available down payment, proportional consumption suggestion, and approximate amount due on the regular invoice.

Order value excluding taxDown-payment percentageOrder share on the current invoiceTax rate

Example result

Down payment excluding tax

€3,000.00

Tax on down payment

€660.00

Available down payment

€3,660.00

Regular invoice before consumption

€6,100.00

Suggested down-payment consumption

€1,830.00

Approximate amount due

€4,270.00

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Note

This is a simplified single-tax-rate example without discounts for a first partial or final invoice. Odoo calculates the actual amounts from invoice lines, taxes, invoices already issued, and the remaining down payment. It consumes the full remainder on the final invoice.

Standard workflow

1. Confirm the sales order with the correct products and taxes.
2. Click Create Invoice and select a percentage or fixed Down Payment.
3. Review, post, and send the invoice.
4. When paid, post the bank transaction to the configured down-payment account and always set the partner.
5. After delivery, create a Regular Invoice from the same sales order.
6. Review Available Down Payment and Consumed Down Payment. Consume the full remainder on the final invoice.
7. Post the invoice and verify the reduced open amount.

Down payment from a previous system

Import it through an approved opening journal entry using the same partner and taxes, the down-payment account, and an open receivable item. Accounting must determine the accounts and tax grids; never copy account numbers or amounts from another company.

Caution

Do not reconcile the down-payment receipt directly against the final invoice. First record it on the down-payment account and then consume it through the dedicated workflow.