[IMP] Sales: down payment update

closes odoo/documentation#15557

X-original-commit: c3a14b1575
Signed-off-by: Thomas Jude Cavazos (thjud) <thjud@odoo.com>
Co-authored-by: Jess Rogers <jero@odoo.com>

content/applications/sales/sales/invoicing/down_payment.rst

@@ -2,10 +2,7 @@
 Down payments
 =============
 
-A down payment is an initial, up-front payment made during the confirmation of a sales transaction.
-Down payments reduce the risk for both parties (the seller and the buyer) as they indicate a mutual
-commitment to complete the sales transaction.
-
+A down payment is an initial up-front payment made during the confirmation of a sales transaction.
 With a down payment, the buyer pays a portion of the total amount owed while agreeing to pay the
 remaining amount at a later date. In turn, the seller provides goods or services to the buyer upon
 or after accepting the down payment, trusting that the remaining amount will be paid later on.
@@ -16,17 +13,16 @@ transaction.
 Create invoices
 ===============
 
-When a sales order is confirmed, the option to create an invoice becomes available, via the
+When a sales order is confirmed, the option to create an invoice becomes available via the
 :guilabel:`Create Invoice` button. When clicked, a :guilabel:`Create invoice(s)` pop-up appears.
 
 .. image:: down_payment/create-invoices-popup-form.png
-   :align: center
-   :alt: Create invoices pop-up form that appears in Odoo Sales.
+   :alt: Create invoice(s) pop-up form that appears in Odoo Sales.
 
 .. note::
-   Invoices are automatically created as drafts, so they can be reviewed before validation.
+   Invoices are automatically created as drafts so they can be reviewed before validation.
 
-On the :guilabel:`Create invoices` pop-up, there are 3 options to choose from in the
+On the :guilabel:`Create invoice(s)` pop-up, there are 3 options to choose from in the
 :guilabel:`Create Invoice` field:
 
 - :guilabel:`Regular invoice`
@@ -41,247 +37,195 @@ On the :guilabel:`Create invoice(s)` pop-up window, the down payment options are
 - :guilabel:`Down payment (percentage)`
 - :guilabel:`Down payment (fixed amount)`
 
-Select the desired down payment option, then designate the desired amount, either as a percentage or
-a fixed amount, in the :guilabel:`Down Payment Amount` field.
+Select a down payment option and set the desired payment, either as a percentage or a fixed amount,
+in the :guilabel:`Down Payment Amount` field.
 
 Once all fields are filled in, click the :guilabel:`Create Draft` button. Upon clicking this button,
 Odoo reveals the :guilabel:`Customer Invoice Draft`.
 
 .. important::
-   If an :guilabel:`Invalid Operation` error appears, double-check that the
-   :doc:`invoicing policy <invoicing_policy>` is configured correctly. In some cases, for example,
-   the invoicing policy is configured to require delivery before invoicing.
+   If an :guilabel:`Invalid Operation` error appears, double-check that the :doc:`invoicing policy
+   <invoicing_policy>` is configured correctly. In some cases, for example, the invoicing policy is
+   configured to require delivery before sending an invoice.
 
 In the :guilabel:`Invoice Lines` tab of the :guilabel:`Customer Invoice Draft`, the down payment
-that was just configured in the :guilabel:`Create invoices` pop-up form appears as a
-:guilabel:`Product`.
+that was just configured in the :guilabel:`Create invoice(s)` pop-up form appears under a new
+:guilabel:`Down Payments` section.
 
 .. _sales/invoicing/50-percent-down-payments:
 
-Example: request 50% down payment
-=================================
+Example: requesting a 50% down payment
+======================================
 
 .. note::
-   The following example involves a 50% amount down payment on a product (:guilabel:`Cabinet with
-   Doors`) with :guilabel:`Ordered quantities` as the :guilabel:`Invoicing Policy`.
+   The following example involves a 50% amount down payment on a (:guilabel:`Cabinet with Doors`)
+   with :guilabel:`Ordered quantities` as the :guilabel:`Invoicing Policy`.
 
    .. image:: down_payment/cabinet-product-details.png
-      :align: center
       :alt: Cabinet with doors product form showcasing various details and fields.
 
-.. seealso::
-   :doc:`invoicing_policy`
-
-First, navigate to :menuselection:`Sales app --> New`, and add a :guilabel:`Customer` to the
-quotation.
-
+Navigate to :menuselection:`Sales app --> New`, and add a :guilabel:`Customer` to the quotation.
 Then, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, and select the
-:guilabel:`Cabinet with Doors` product.
-
-When the order is confirmed (via the :guilabel:`Confirm` button), the quotation turns into a sales
-order. Once this occurs, create and view the invoice by clicking :guilabel:`Create Invoice`.
+:guilabel:`Cabinet with Doors` product. When the order is confirmed (via the :guilabel:`Confirm`
+button), the quotation turns into a sales order. Once this occurs, create and view the invoice by
+clicking :guilabel:`Create Invoice`.
 
 .. image:: down_payment/cabinet-sales-orders-confirmed.png
-   :align: center
    :alt: Cabinet with doors sales order that's been confirmed in the Odoo Sales application.
 
-Next, on the :guilabel:`Create invoices` pop-up window that appears, select :guilabel:`Down payment
-(percentage)`, and type `50` in the :guilabel:`Down Payment Amount` field.
+Next, on the :guilabel:`Create invoice(s)` pop-up window that appears, select :guilabel:`Down
+payment (percentage)`, and type `50` in the :guilabel:`Down Payment` field.
 
 .. note::
-   The :guilabel:`Income Account` attached to the :guilabel:`Down payment` product can be changed.
-
-   For more information, check out the documentation on :ref:`income account modification on down
-   payments <sales/invoicing/income-account-modification>`.
-
-   A :guilabel:`Down payment Account` can also be set on a product category. If set, this account is
-   prioritized.
-
-Lastly, click :guilabel:`Create Draft Invoice` to create and view the invoice draft.
-
-Clicking :guilabel:`Create Draft Invoice` reveals the draft invoice, which includes the down
-payment as a :guilabel:`Product` in the :guilabel:`Invoice Lines` tab.
+   The :guilabel:`Income Account` attached to the :guilabel:`Down payment` can be changed. For more
+   information, check out the documentation on :ref:`income account modification on down payments
+   <sales/invoicing/income-account-modification>`. A :guilabel:`Down payment Account` can also be
+   set on a product category. If set, this account is prioritized for future down payments.
 
+Lastly, click :guilabel:`Create Draft Invoice` to create and view the invoice draft, which includes
+the down payment under the :guilabel:`Down Payments` section of the :guilabel:`Invoice Lines` tab.
 From there, the invoice can be confirmed and posted by clicking :guilabel:`Confirm`. Confirming the
 invoice changes the status from :guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new
 series of buttons at the top of the page.
 
 .. image:: down_payment/draft-invoice-sample.png
-   :align: center
    :alt: A sample draft invoice with down payment mentioned in Odoo Sales.
 
-From those buttons, the payment can be registered by clicking :guilabel:`Register Payment`.
-
-.. image:: down_payment/register-payment-button.png
-   :align: center
-   :alt: Showcase of the Register Payment button on a confirmed customer invoice.
-
-Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-populated with the
-necessary information. Confirm the information provided is correct, and make any necessary
-adjustments. When ready, click the :guilabel:`Create Payment` button.
+From those buttons, the payment can be registered by clicking :guilabel:`Pay`. Doing so reveals a
+:guilabel:`Pay` pop-up form, which is auto-populated with the necessary information. Confirm the
+information provided is correct, and make any necessary adjustments. When ready, click the
+:guilabel:`Create Payment` button.
 
 .. image:: down_payment/register-payment-pop-up-window.png
-   :align: center
-   :alt: Showcase of the Register Payment pop-up window with create payment button.
+   :alt: Showcase of the Pay pop-up window with create payment button.
 
 After clicking :guilabel:`Create Payment`, Odoo reveals the customer invoice, now with a green
-:guilabel:`In Payment` banner in the upper-right corner.
+:guilabel:`In Payment` or :guilabel:`Paid` banner in the upper-right corner, depending on how the
+database has configured and if manual confirmation of payments is required.
 
 .. image:: down_payment/customer-invoice-green-payment-banner.png
-   :align: center
-   :alt: Customer Invoice with a green In Payment banner located in the upper-right corner.
+   :alt: Customer Invoice with a green Paid banner located in the upper-right corner.
 
-Now, when the customer wants to pay the remaining amount of the order, another invoice must be
-created. To do that, return to the sales order, via the breadcrumb links.
-
-Back on the sales order, a new :guilabel:`Down Payments` section is present in the :guilabel:`Order
-Lines` tab, along with the down payment that was just invoiced and posted.
+On the sales order, a new :guilabel:`Down Payments` section is present in the :guilabel:`Order
+Lines` tab, along with the down payment that was just invoiced and posted. When the customer wants
+to pay the remaining amount of the order, another invoice must be created.
 
 .. image:: down_payment/down-payments-section-order-lines.png
-   :align: center
    :alt: The down payments section in the order lines tab of a sales order.
 
-Next, click the :guilabel:`Create Invoice` button.
-
-On the :guilabel:`Create invoices` pop-up window that appears, there are two new fields:
-:guilabel:`Already invoiced` and :guilabel:`Amount to invoice`.
+Next, click the :guilabel:`Create Invoice` button. On the :guilabel:`Create invoice(s)` pop-up
+window that appears, there is a new field: :guilabel:`Already invoiced` and :guilabel:`Amount to
+invoice`.
 
 .. image:: down_payment/create-invoices-pop-up-already-invoiced.png
-   :align: center
-   :alt: The deduct down payment option on the create invoices pop up in Odoo Sales.
+   :alt: The deduct down payment option on the Create invoice(s) pop up in Odoo Sales.
 
 If the remaining amount is ready to be paid, select the :guilabel:`Regular Invoice` option. Odoo
 will create an invoice for the exact amount needed to complete the total payment, as indicated in
 the :guilabel:`Amount to invoice` field.
 
-Once ready, click :guilabel:`Create Draft Invoice`.
+Once ready, click :guilabel:`Create Draft Invoice`. Doing so reveals another :guilabel:`Customer
+Invoice Draft` page, listing all the invoices for that specific sales order in the
+:guilabel:`Invoice Lines` tab. Each invoice line item displays all the necessary information related
+to each invoice.
 
-Doing so reveals another :guilabel:`Customer Invoice Draft` page, listing *all* the invoices for
-that specific sales order in the :guilabel:`Invoice Lines` tab. Each invoice line item displays all
-the necessary information related to each invoice.
-
-To complete the flow, click :guilabel:`Confirm`, which changes the status of the invoice from
-:guilabel:`Draft` to :guilabel:`Posted`. Then, click :guilabel:`Register Payment`.
-
-Once again, the :guilabel:`Register Payment` appears, with all fields auto-populated with the
-necessary information, including the remaining amount left to be paid on the order.
+To complete the flow, click :guilabel:`Confirm` to change the status of the invoice from
+:guilabel:`Draft` to :guilabel:`Posted`. Then, click :guilabel:`Pay`. The :guilabel:`Pay` form
+appears, with all fields auto-populated with the necessary information, including the remaining
+amount left to be paid on the order.
 
 .. image:: down_payment/second-register-payment-popup.png
-   :align: center
-   :alt: The second register payment pop-up form in Odoo sales.
+   :alt: The second Pay pop-up form in Odoo sales.
 
 After confirming that information, click :guilabel:`Create Payment`. Doing so reveals the final
-:guilabel:`Customer Invoice` with a green :guilabel:`In Payment` banner in the upper-right corner.
-Also, both down payments are present in the :guilabel:`Invoice Lines` tab.
+:guilabel:`Customer Invoice` with a green :guilabel:`In Payment` or :guilabel:`Paid` banner in the
+upper-right corner, depending on how the database has configured and if manual confirmation of
+payments is required. Upon returning to the sales order, both down payments are present in the
+:guilabel:`Order Lines` tab.
 
-.. image:: down_payment/second-down-payment-in-payment-invoice.png
-   :align: center
-   :alt: The second down payment invoice with in payment banner in Odoo Sales.
+.. image:: down_payment/final-sales-order.png
+   :alt: The second down payment invoice with Paid banner in Odoo Sales.
 
-At this point, the flow is now complete.
-
-.. note::
-   This flow is also possible with the :guilabel:`Fixed amount` down payment option.
+At this point, the flow is now complete. This flow is also possible with the :guilabel:`Fixed
+amount` down payment option.
 
 .. important::
    If a down payment is used with a product that has a :guilabel:`Delivered quantities` invoicing
-   policy, and the cost of the product *exceeds* the 50% down payment (as in most cases), a regular
-   invoice is created.
+   policy, and the cost of the product exceeds the 50% down payment, a regular invoice is created.
+   However, for products that cost less than the 50% down payment, the down payments will not be
+   able to be deducted when it comes time to invoice the customer. This is because the product(s)
+   would have to be delivered *before* creating the final invoice due to Odoo not allowing negative
+   totals for invoices. If nothing has been delivered, a :guilabel:`Credit Note` is created, which
+   cancels the draft invoice that was created after the down payment.
 
-   However, for products that cost *less* than the 50% down payment, the down payments will **not**
-   be able to be deducted when it comes time to invoice the customer.
-
-   This is because the product(s) would have to be delivered *before* creating the final invoice due
-   to Odoo not allowing negative totals for invoices.
-
-   If nothing has been delivered, a :guilabel:`Credit Note` is created, which cancels the draft
-   invoice that was created after the down payment.
-
-   To utilize the :guilabel:`Credit Note` option, the *Inventory* application must be installed, in
+   To utilize the :guilabel:`Credit Note` option, the **Inventory** application must be installed in
    order to confirm the delivery. Otherwise, the delivered quantity can be entered manually directly
    on the sales order.
 
 .. _sales/invoicing/100-percent-down-payments:
 
-Example: request 100% down payment
-==================================
+Example: requesting a 100% down payment
+=======================================
 
-The process of requesting a 100% down payment is similar to the process of setting up a :ref:`50%
-down payment <sales/invoicing/50-percent-down-payments>`, but with fewer steps.
+Requesting a 100% down payment is similar to requesting a :ref:`50% down payment
+<sales/invoicing/50-percent-down-payments>`, but with fewer steps.
 
 .. note::
-   A 100% down payment is **not** the same as a full payment of the sales order.
-
-   A sales order paid through the regular invoice process will not allow any additional invoices to
-   be generated, and **will not** display the *Create Invoice* button on the Sales Order.
-
-   Following this example **will** cause the *Create Invoice* button to be displayed on the Sales
-   Order. This is because Odoo expects another invoice to be created after the down payment to
+   A 100% down payment is not the same as a full payment of the sales order. A sales order paid
+   through the regular invoice process will not allow any additional invoices to be generated and
+   will not display the :guilabel:`Create Invoice` button on the Sales Order. Instead, following
+   this example will cause the :guilabel:`Create Invoice` button to be displayed on the Sales Order.
+   This is because the system expects another invoice to be created after the down payment to
    complete payment of the sales order.
 
 The *Solar Panel Installation* product is being used in this example.
 
-To configure a 100% down payment, begin by navigating to :menuselection:`Sales app --> New`, and add
-a :guilabel:`Customer` to the quote.
-
-Next, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, and select the
-`Solar Panel Installation` product.
-
-Upon clicking the :guilabel:`Confirm` button, the quotation turns into a sales order. At that point,
-an invoice can now be created by clicking :guilabel:`Create Invoice` in the top-left corner.
-
-On the :guilabel:`Create invoices` pop-up window that appears, select :guilabel:`Down payment
-(percentage)`, and type `100` in the :guilabel:`Down Payment Amount` field.
+To configure a 100% down payment, navigate to :menuselection:`Sales app --> New` and add a
+:guilabel:`Customer` to the quote. Next, click :guilabel:`Add a product` in the :guilabel:`Order
+Lines` tab, and select the `Solar Panel Installation` product. Upon clicking the :guilabel:`Confirm`
+button, the quotation turns into a sales order. At that point, an invoice can now be created by
+clicking :guilabel:`Create Invoice` in the top-left corner. On the :guilabel:`Create invoice(s)`
+pop-up window that appears, select :guilabel:`Down payment (percentage)`, and type `100` in the
+:guilabel:`Down Payment` field.
 
 .. image:: down_payment/100p-down-payment-percentage.png
-   :align: center
    :alt: The Down payment (percentage) option selected with 100% set as the Down Payment.
 
 Next, click :guilabel:`Create Draft Invoice` to create an invoice draft. This will also bring the
-draft invoice into view, which includes the :guilabel:`Down payment` as a :guilabel:`Product` in the
-:guilabel:`Invoice Lines` tab.
-
-The invoice can now be confirmed and posted by clicking :guilabel:`Confirm`. Confirming the invoice
-changes the status from :guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new series of
-buttons at the top of the page.
-
-The payment can be registered by clicking the :guilabel:`Register Payment` button.
-
-Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-populated with the
-necessary information. Confirm the information provided is correct and make any necessary
-adjustments. When ready, click the :guilabel:`Create Payment` button.
+draft invoice into view, which includes the :guilabel:`Down payment` under the :guilabel:`Down
+Payments` section of the :guilabel:`Invoice Lines` tab. The invoice can now be confirmed and posted
+by clicking :guilabel:`Confirm`. Confirming the invoice changes the status from :guilabel:`Draft` to
+:guilabel:`Posted`. It also reveals a new series of buttons at the top of the page.
 
+The payment can be registered by clicking the :guilabel:`Pay` button. This brings up the
+:guilabel:`Pay` pop-up form, which is auto-populated with the necessary information. When ready,
+click the :guilabel:`Create Payment` button.
 
 After clicking :guilabel:`Create Payment`, Odoo reveals the customer invoice, now with a green
-:guilabel:`In Payment` banner in the upper-right corner.
-
-.. image:: down_payment/100p-invoice.png
-   :align: center
-   :alt: Customer Invoice with a green In Payment banner located in the upper-right corner.
-
-The process is now complete, and the 100% down payment has been successfully applied.
+:guilabel:`In Payment` or :guilabel:`Paid` banner in the upper-right corner, depending on how the
+database has configured and if manual confirmation of payments is required. The process is now
+complete, and the 100% down payment has been successfully applied.
 
 .. _sales/invoicing/income-account-modification:
 
 Income account modification on down payments
 ============================================
 
-To change or adjust the income account attached to the :guilabel:`Down Payment` product page, the
-*Accounting* app **must** be installed.
+.. important::
+   To change or adjust the income account attached to down payments, the **Accounting** app must be
+   installed. With the **Accounting** app installed, the :guilabel:`Accounting` column becomes
+   available on the draft invoice.
 
-Navigate to the :guilabel:`Products` page (:menuselection:`Sales app --> Products --> Products`),
-search for the `Down Payment` product in the search bar, and select it to reveal the product detail
-page.
-
-With the *Accounting* app installed, the :guilabel:`Accounting` tab becomes available on the product
-page.
-
-In the :guilabel:`Accounting` tab, the income account can be changed in the :guilabel:`Income
-Account` field, located in the :guilabel:`Receivables` section.
+Navigate to the invoice to be modified by going to :menuselection:`Sales app --> Orders --> Orders`.
+Open an order, then click the :guilabel:`Invoices` smart button. Open an invoice, click the
+drop-down arrow on the entry in the :guilabel:`Account` column and click :guilabel:`Search more...`
+to bring up the :guilabel:`Search: Account` form. In this form, a different account can be chosen
+from the list of pre-existing accounts. A new account can also be created by clicking the
+:guilabel:`New` button.
 
 .. image:: down_payment/income-account.png
-   :align: center
-   :alt: How to modify the income account link to down payments.
+   :alt: The Search:Account form with existing accounts displayed and a button to create a new
+         account.
 
 .. seealso::
    :doc:`invoicing_policy`