Sale Advance Payment Module

The sale_advance_payment module adds support for advance payment management on the sale.

The module adds a new document: the Advance Payment Term that defines how the shipment or the supply processes should be managed. Either process can be completely delayed until the advance payments are paid.

Two new fields are added to Sale:

  • Advance Payment Term
  • Advance Payment Conditions

The conditions are computed at the quotation of the sale if a payment term is set.

When the sale is processed the advance payment invoices are created, final invoices will be generated when this advance payment invoices are paid. Those invoices will take into the account the amount previously paid by the customer.

Warning

If an advance payment invoice is cancelled and not recreated when processing the exception. The condition of the cancelled invoice will be concidered as met.

Advance Payment Term

It defines how advance payment invoices should be created and what they block until they are paid.

  • Name: The name of the term.
  • Lines:
    • Description: The description used for the invoice line.
    • Account: The account used for the invoice line. If it has default taxes, the taxes will be applied.
    • Block Supply: If checked, it prevents the creation of any supply request before the payment of the advance payment invoice.
    • Block Shipping: If checked, the shipments can not be packed before the payment of the advance payment invoice.
    • Invoice Delay: The delay to apply on the sale date for the date of the advance payment invoice.
    • Formula: It computes the amount of the invoice line.