Guide for Odoo Discounts on Invoices and Bills

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. Odoo Discount on Invoices and Bills show the discount details on downloaded/printed invoices and bills.

INSTALLATION

1. Once you purchase the App from Webkul store, you will receive the 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 App and click on the Settings menu. Here, click on Activate the Developer Mode.
5. Then, open the Apps menu and click on ‘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

Let’s hop on to the configuration of Odoo Discounts on Invoices and Bills.

CONFIGURATION

1. Move to ‘Invoicing> Configuration> Settings’ after installing the module.

2. Under the customer invoices tab, set whether you want to apply ‘A Global Discount on Invoices/bills.’ Also, set the Invoice discount account & bill discount account. Moreover, you can configure the discount on ‘Tax Excluded’ or ‘Tax Included.’ Once done, click the ‘Save’ button.

CREATING A DISCOUNTED INVOICE

3. Next, you will see the list of all the invoices created by you. Click on the ‘Create’ button to create a new invoice.

4. Enter the customer name, invoice date, reference, etc. After that, add a product in the invoice line for which you want to create the invoice.

5. 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.

6. You can check the created invoice in the all invoices list.

7. Also, you can view the discounts on the printed/downloaded invoice.

CREATING A DISCOUNTED VENDOR BILL

8. To create a discounted bill, move to ‘Invoicing> Vendors> Bills.’

9. Here you will see the list of bills created by you. Click on the ‘Create’ button to make a new bill.

10. Fill in the details like vendor name, bill date, accounting date, etc. Add a product in the bill line for which you want to create the invoice and bill. Also, add the ‘Percentage and Fixed’ discount to the bill. And don’t forget to add a global discount. Once done, click the ‘Save’ icon and ‘Confirm’ the bill.

11. Vendor bill preview with discounted price.

OTHER ODOO MODULES

• Odoo Cancel Manufacturing Orders
• Payment Statements and Overdues
• Odoo Employee Work Handover Process
• Odoo Employee Evaluation Management
• WhatsApp Shopping Bot & Order Notifications
• Odoo Survey After Signup

NEED HELP?

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

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

Also, please explore our Odoo development services & an extensive range of quality Odoo Apps.

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

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