Invoice Milestone from Project

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: V12
Environment: Enterprise

Terms and Conditions
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Story behind the feature

odoo behavior

For service product, the invoice control can be done only on ordered quantity for 100%. It's not possible to plan the invoice based on a milestone validation and not east to simply invoice an order line in %.

clueDOO BEHAVIOR
By adding the notion of invoice term, each sales order line can have the list of milestone and the milestone validation will automatically generate the related invoice.

MODULE +

In some sales cases, we usually have payment terms split into several payment, such as Payment I : 30%, Payment II : 50%, Payment III : 20%. How to make it? How can we know how much %, we already invoiced?
The answer is Invoice milestone. We can split the invoice, schedule it, and control the % invoiced.

CLUEDOO RECOMMENDATION    

 

Our features as solution

Extend Sales to have Invoice Milestone menu


How to use this module

1.

User: 

Advisor
Go to Sales > Configuration > Invoice Term

2.

Add Invoice Term Name, select type, add an item product, input the percentage term, and set the invoice date term, then save.

3.

Display invoice term line on invoice milestone

4.

On Analytic Account add the Invoice Term

5.

User: Sales

Create Quotation, select customer, click add an item

6.

On order lines, select product, add unit price, select analytic account, then the Invoice Term and Invoice Milestone line displayed automatically, click Save & Close

7.

Click confirm

After confirm the sale order, the invoice will be created with the same date as the invoice term date

8.

The invoice is created automatically based on invoice term template