Prepayment Amount in Odoo 17 - How to Make Partial Payment in Odoo 17
- 1. Prepayment Amount in Odoo 17 | How to Make Partial Payment in Odoo 17 Enterprise
- 2. Introduction Enterprise A down payment / prepayment is a partial payment made upfront as part of the total amount due for a product or service. It is a common practice in various industries and transactions. In Odoo, handling prepayments typically involves creating a prepayment invoice or using the advance payment feature.
- 3. Enterprise ● To manage the prepayment we need to enable the online payment boolean. ● By enabling this odoo request an online prepayment from our customers to confirm the order. We can ask them to fully pay the order or partially with a down payment.
- 4. Enterprise ● In order to manage the prepayment, we also need to consider the automatic invoice which would generate invoice automatically when online payment is confirmed. ● We also need to set a payment provider
- 5. Enterprise ● Consider that we have just received an order from Joel Wills for a large quantity.
- 6. Enterprise ● Then click on Send by Email and then then send this quotation to the customer so that he can make an online signature and online payment from his account. ● For that we can logout from admin profile and login to Joel Wills account. ● From his account he can select the sale order that we need to review.
- 7. Enterprise ● While opening the order we can see all the details of the sale order. ● To confirm this we can click on the Sign & Pay button.
- 8. Enterprise ● By clicking Accept & sign we can validate order.
- 9. Enterprise ● Then we can click Pay Now.
- 10. Enterprise ● Here we have an option to make down payment of 50% and full payment. After accepting this proposal we can make payment and then the order is confirmed.
- 11. Enterprise ● Now we can logout from Joel Wills and login as Admin. ● Here we can see that quotation is confirmed as sale order.
- 12. Enterprise ● Here we can see that the down payment is added here.
- 13. 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