Sale Deposit Invoice At Sales Agreement

Managing down payments within Sales Agreements (SA) can be a complex process, especially when handling multiple quotations and ensuring accurate financial tracking. The Down Payment for Sales Agreements module enhances Odoo by integrating down payment invoicing directly within Sales Agreements, ensuring that down payments are properly recorded, tracked, and adjusted across quotations.

This module introduces a dedicated Down Payment Invoice process, eliminating manual tracking and ensuring that quotations originating from Sales Agreements correctly apply the remaining down payment balance before confirmation. It automatically manages visibility conditions, prevents over-allocation, and ensures that adjustments are validated to maintain accurate financial records.

Key Features & Benefits:

1. Down Payment Invoice Creation in Sales Agreements

• Adds a "Create Down Payment Invoice" button when:
  • Total Sales Agreement (SA) amount > 0
  • SA is not in the "New" stage
• Allows down payments to be defined as:
  • Fixed Amount
  • Percentage-Based
• Removes Standard Invoice Option – Only allows Down Payment Invoices for SAs.
• Links Invoice to SA through a smart button for easy tracking.

2. Automated Down Payment Handling & Restrictions

• Hides "Create Down Payment Invoice" if an active down payment invoice exists (unless canceled).
• Ensures quotations cannot proceed without correctly applying down payment adjustments.

3. Down Payment Application in Quotations

• If a Sales Agreement has an active down payment, the "Apply Down Payment" button appears in Quotations.
• Users are prompted to enter an adjustment amount before finalizing the quotation.
• Prevents over-adjustment:
  • If the input amount exceeds the remaining down payment, an error message appears.
  • If valid, a Down Payment Line is added to the Quotation.
• Once all Down Payment Amount is adjusted, the system creates the Quotation as usual.
• Adjustments are only considered valid until the Quotation is not canceled.

Example Use Case:

A company manages long-term sales agreements with customers, requiring down payments before order fulfillment.

Step 1: The salesperson creates a Sales Agreement (SA) worth $10,000 and records a $2,000 down payment invoice.

Step 2: While creating a Sales Quotation, the system prompts them to apply the down payment:

1. If they enter $1,000, the Quotation reflects it, reducing the remaining balance.
2. If they try to enter more than $2,000, an error message appears, preventing over-adjustment.

Step 3: Once the full down payment is used, Quotations proceed as usual.

This ensures accurate financial tracking, prevents misallocations, and streamlines the sales agreement workflow.

Summary:

The Down Payment for Sales Agreements module automates and streamlines down payment handling within Odoo’s Sales module. It ensures that down payments are properly invoiced, tracked, and applied when creating quotations from a Sales Agreement.

By preventing over-adjustments, removing manual tracking, and automating financial accuracy, this module is ideal for businesses handling long-term sales agreements requiring structured down payment management.