How to Configure Prepayments in Odoo 18 Sales
- 1. How to Configure Prepayments in Odoo 18 Sales Enterprise
- 2. Enterprise Introduction In this slide, we’ll discuss on how to configure prepayments in Odoo 18 Sales module. 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.
- 3. Enterprise To configure the prepayments, we can dive in to the Sales module and from settings we can enable the prepayment and provide a 30% which would allow us to make advance payment.
- 4. Enterprise Also we need ensure that automatic invoice is enabled so that automatic invoice will be generated once the payment is confirmed.
- 5. Enterprise Next we can create a quotation by choosing the customer and the product and we can send the quotation to the customer by clicking on the Send By email.
- 6. Enterprise In the wizard opened, we can click on Send button to send the quotation by email.
- 7. Enterprise Now the quotation will be in Quotation Sent state.
- 8. Enterprise Then we can logout and login as the portal user for this customer using the login credentials.
- 9. Enterprise From the customer portal, we can see the quotation to review and we can click on it.
- 10. Enterprise This shows the quotations that belongs to this customer.
- 11. Enterprise If we open it we can see all details regarding the order and we can click on Sign & pay to confirm the order and make payment.
- 12. Enterprise By signing we can validate the order.
- 13. Enterprise After signing we can continue with payment and since we have added a 30% prepayment in settings, we can make down payment for 30% or else we can make full payment also. We can choose down payment and click on Pay button.
- 14. Enterprise This show the payment has been successfully processed and displays the amount paid.
- 15. Enterprise After making the payment we can logout from the portal and login as admin to the odoo backend.
- 16. Enterprise If we come back to the quotation we can see the quotation is confirmed to the sale order state and also invoice is created for the prepayment since automatic invoice is enabled. We can see to the orderline down payment is added and by clicking on Create invoice button, we can process the full payment.
- 17. Enterprise Here the wizard shows the already invoiced amount and we can create regular invoice.
- 18. Enterprise In the invoice line we can see that the down payment amount is deducted and we can post the invoice by clicking on Confirm button.
- 19. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com