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    Odoo Discounts on Invoices and Bills

    INTRODUCTION

    Offering discounts to your customers is one of the most useful strategies to attract them towards your website. With Odoo, you are able to provide a percent discount to customers. But what if you are flexible to provide a flat/fixed amount of discount as per your wish. Keeping in mind, Odoo Discounts on Invoices and Bills module allows you to add different types of discounts on sales and invoice purchase bills in Odoo.

    According to Statista, 53.8 percent of internet users stated that discounts and coupons were a very important feature in the overall digital purchasing decision. Keeping in mind, the module provides you with the flexibility to choose in between percent or fixed type discounts so that you can provide fill the desired amount for the discounts without losing your profits.

    Also, it helps you to provide discounts on different levels of Invoices and purchase bills too. You can even provide global discounts that make it easy for you to fulfill the customer’s desire of getting discounts.

    FEATURES

    1. It allows you to set different types of discounts while creating Invoices and Bills in Odoo.
    2. Set discount types at global and inline-level: Fixed and Percent based.
    3. Apply fixed and percent based global discounts while creating Invoices and Bills.
    4. Set fixed discount types on invoice lines in Invoices.
    5. You can apply either fixed or percent discount Types on bill lines in bills.
    6. You can also set Global discounts on taxed and untaxed amounts in Bills and invoices.
    7. Unlike the default functionality, you can even set the fixed type of global discount as per your wish.
    8. You will be able to showcase all the discount details in the invoice and bills.
    9. You can even show the discount details on downloaded/printed invoices and bills.

    INSTALLATION

    1. Once you have purchased the module from our Webkul store, you will receive a link to download the zip file of the module.
    2. Extract the file on your system after the download finishes. You will be able to see a folder named- ‘discount_account_invoice’.
    3. Copy and paste this folder inside your Odoo Add-Ons path.
    4. Now, open the Odoo and click on the Settings menu. Here, click on Activate the Developer Mode. You can activate the developer mode by typing ‘debug’ after ‘web?’ in the URL as well.
    5. Now, open the Apps menu and click on the ‘Update Modules List’.
    6. In the search bar, remove all the filters and search ‘discount_account_invoice’.
    7. You will be able to see the module in the search result. Click on ‘Install’ to install it.

    WORKFLOW

    Module Configuration

    1. As soon as the installation is finished, visit the invoicing app from the Odoo backend.
    1. Navigate through the Configuration tab >> Settings.
    1. Under the customer invoices tab, set whether you want to apply the global discount on ‘tax added amount‘ or ‘untaxed amount‘.
    2. Then, set the ‘invoice discount account‘ and ‘bill discount account‘ and save the configuration.

    For creating an Invoice

    1. After configuring the settings, come back to the invoicing app backend for further process.
    2. You will see the list of all the invoices created by you. Click on the ‘Create’ button to create a new invoice.
    1. A new invoice form will open on your screen. Fill all the details like customer name, invoice date, reference, etc.
    2. After that, add a product in the invoice line for which you want to create the invoice.
    1. As soon as you set the discount price, you will be able to select between the fixed type or percent type discount.

    Note: Unlike default, the Odoo Discounts on Invoices and Bills module helps you to choose between the fixed or percent type. So, choose between the options you want to set the discount as per your wish.

    1. Set the global discount either on the taxed amount or untaxed amount as per your configuration. The global discount can also be chosen between fixed or percent type. Fill all the details and click on the ‘Save’ button.

    For creating a bill

    1. Once again, visit the invoicing app front page of the Odoo backend.
    1. Navigate to the Vendors tab >> Bills.
    1. Here you will see the list of bills created by you. Click on the ‘Create’ button to make a new bill.
    1. A new bill form will open on your screen. Fill all the details like vendor name, bill date, accounting date, etc.
    2. Add a product in the bill line for which you want to create the invoice and bill.
    1. As soon as you set the discount price, you will be able to select between the fixed type or percent type discount.
    1. After that, you can set the global discount either on the taxed amount or untaxed amount as per your configuration. The global discount can also be chosen between fixed or percent type.
    1. Fill all the details and click on the ‘Save’ button. Like this, you will be able to create a bill with the discount you wish to provide your customers.

    NEED HELP?

    If you have any issues/queries regarding the module please raise a ticket at https://webkul.uvdesk.com/en/customer/create-ticket/.

    Did you find the guide helpful? Please feel free to share your feedback in the comments below.

    For any doubt contact us at support@webkul.com.

    Thanks for paying attention!!

    Current Product Version - Odoo V13, V12, V11

    Supported Framework Version - 1.0.0

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