From 1863c2e1d40045b0690ae1d60be72fa19086f39a Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?=E2=80=9CDallas=E2=80=9D?= Date: Fri, 4 Apr 2025 09:31:29 +0200 Subject: [PATCH] [IMP] accounting: explain payment terms days end of the month on the task-4320205 closes odoo/documentation#12793 Signed-off-by: Dallas Dean (dade) --- .../customer_invoices/payment_terms.rst | 45 +++++++++++++++++++ 1 file changed, 45 insertions(+) diff --git a/content/applications/finance/accounting/customer_invoices/payment_terms.rst b/content/applications/finance/accounting/customer_invoices/payment_terms.rst index 2187c24d2..24762ff52 100644 --- a/content/applications/finance/accounting/customer_invoices/payment_terms.rst +++ b/content/applications/finance/accounting/customer_invoices/payment_terms.rst @@ -42,6 +42,8 @@ payment dates defined beforehand by the seller. - `Odoo Tutorials: payment terms `_ - :doc:`cash_discounts` +.. _accounting/payment-terms/configuration: + Configuration ============= @@ -61,6 +63,12 @@ To create new payment terms, follow these steps: To add a term, click on :guilabel:`Add a line`, define the discount's value and type in the :guilabel:`Due` fields, then fill out the :guilabel:`After` fields to determine the due date. + + .. tip:: + The :guilabel:`Days end of the month on the` option allows you to add a :ref:`buffer period + ` so that an invoice registered at the end of the month isn't + due at the beginning of the month that immediately follows. + #. Enter the text to be displayed on the document (sales order, invoice, etc.) in the gray textbox in the :guilabel:`Preview` column. #. Tick the :guilabel:`Show installment dates` checkbox to display a breakdown of each payment and @@ -85,6 +93,41 @@ using these payment terms. :alt: Example of Payment Terms. The first line is the 30% due immediately. The second line is the remaining 70% due at the end of the following month. +.. _accounting/payment-terms/buffer: + +End of the month buffer +----------------------- + +The :guilabel:`Days end of the month on the` option allows users to add a buffer period so that an +invoice registered at the end of the month isn't due at the beginning of the month that immediately +follows. + +When using this option, Odoo calculates the due date by taking the invoice date, adding the integer +in the :guilabel:`After` field, going to the end of the resulting month, and then adding the integer +from the :guilabel:`Days on the next month` field. + +.. example:: + For example, take two invoices, one dated 5 March and the other dated 28 March. Both use the same + payment terms with a single :guilabel:`Due Terms` line for 100% of the due amount, due `5` + :guilabel:`Days end of the month on the` `1`. + + For the invoice dated 5 March, the due date is computed as **1 April** with the following + calculations: + + - 5 March + 5 days = 10 March + - 10 March + end of the month = 31 March + - 31 March + on the 1 = 1 April + + + For the invoice dated 28 March, the due date is computed as **1 May** with the following + calculations: + + - 28 March + 5 days = 2 April + - 2 April + end of the month = 30 April + - 30 April + on the 1 = 1 May + +.. _accounting/payment-terms/use: + Using payment terms =================== @@ -107,6 +150,8 @@ drop-down list on: installments or cash discounts. Otherwise, manually setting the **due date** is enough. If payment terms are already defined, empty the field to select a date. +.. _accounting/payment-terms/journal-entries: + Journal entries ===============