# Down payments

> A down payment is an initial up-front payment made during the confirmation of a sales transaction. In Odoo 18, by KMEE.

Fonte: https://docs.kmee.com.br/en/odoo/18.0/modules/vendas/pagamentos-de-entrada/

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 is paid later on.

In the Odoo **Sales** app, down payments can be customized to fit the needs of each individual sales transaction.

Note

Down payment invoices are **not** the same as payment terms or installment plans. If a single invoice issued for a sales order requires multiple payment installments, that invoice uses a [payment term with an installment plan](https://docs.kmee.com.br/en/odoo/18.0/modules/financeiro/condicoes-de-pagamento-e-planos-de-parcelamento/).

## Create invoices

When a sales order is confirmed, the option to create an invoice becomes available via the **Create Invoice** button. When clicked, a **Create invoice(s)** pop-up appears.

![Create invoice(s) pop-up form that appears in Odoo Sales.](https://docs.kmee.com.br/odoo/referencias-18.0/img/applications/sales/sales/invoicing/down_payment/create-invoices-popup-form.png)

Note

Invoices are automatically created as drafts so they can be reviewed before validation.

On the **Create invoice(s)** pop-up, there are three options to choose from in the **Create Invoice** field:

- **Regular invoice**
- **Down payment (percentage)**
- **Down payment (fixed amount)**

## Initial down payment request

On the **Create invoice(s)** pop-up window, the down payment options are:

- **Down payment (percentage)**
- **Down payment (fixed amount)**

Select a down payment option and set the desired payment, either as a percentage or a fixed amount, in the **Down Payment Amount** field.

Once all fields are filled in, click the **Create Draft** button. Upon clicking this button, Odoo reveals the **Customer Invoice Draft**.

Important

If an **Invalid Operation** error appears, double-check that the [invoicing policy](https://docs.kmee.com.br/en/odoo/18.0/modules/vendas/faturar-pelo-entregue-ou-pelo-pedido/) is configured correctly. In some cases, for example, the invoicing policy is configured to require delivery before sending an invoice.

In the **Invoice Lines** tab of the **Customer Invoice Draft**, the down payment that was configured in the *Create invoice(s)* pop-up form appears under a new **Down Payments** section.

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### Types of down payments

Odoo offers both fixed amounts and partial down payments (such as 30% of an order's total).

A 100% down payment is possible and differs from a full payment of the sales order. A sales order paid through the regular invoice process does not allow any additional invoices to be generated and does not display the **Create Invoice** button on the sales order.

With a 100% down payment, the **Create Invoice** button is still displayed on the sales Order because the system expects another invoice to be created after the down payment to complete payment of the sales order.

The following are two examples of down payment amounts:

- [Example 1: 50% down payment](https://docs.kmee.com.br/en/odoo/18.0/modules/vendas/pagamentos-de-entrada/#sales-invoicing-50-percent-down-payments)
- [Example 2: 100% down payment](https://docs.kmee.com.br/en/odoo/18.0/modules/vendas/pagamentos-de-entrada/#sales-invoicing-100-percent-down-payments)

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#### Example 1: 50% down payment

Note

This flow is also possible with the **Down payment (fixed amount)** option.

A customer is buying a luxury cabinet from a furniture store. The furniture store has configured the cabinet with an *Invoicing Policy* of *Ordered quantities*. The store requires a 50% down payment on all of its furniture products.

Navigate to **Sales app -> New**, and [create a quotation](https://docs.kmee.com.br/en/odoo/18.0/modules/vendas/criar-cotacoes/#sales-create-quotation) for the cabinet. Once the order is confirmed (via the **Confirm** button), the quotation turns into a sales order. Create an invoice by clicking **Create Invoice**.

![Cabinet with doors sales order that's been confirmed in the Odoo Sales application.](https://docs.kmee.com.br/odoo/referencias-18.0/img/applications/sales/sales/invoicing/down_payment/cabinet-sales-orders-confirmed.png)

On the **Create invoice(s)** pop-up window that appears, select **Down payment (percentage)**, and type `50` in the **Down Payment** field.

Note

The **Income Account** attached to the **Down payment** can be changed. For more information, check out the documentation on [income account modification on down payments](https://docs.kmee.com.br/en/odoo/18.0/modules/vendas/pagamentos-de-entrada/#sales-invoicing-income-account-modification). A **Down payment Account** can also be set on a product category. If set, this account is prioritized for future down payments.

Lastly, click **Create Draft** to create and view the invoice draft, which includes the down payment under the **Down Payments** section of the **Invoice Lines** tab. Click **Confirm** and the invoice's status changes from **Draft** to **Posted**. It also reveals a new series of buttons at the top of the page.

![A sample draft invoice with down payment mentioned in Odoo Sales.](https://docs.kmee.com.br/odoo/referencias-18.0/img/applications/sales/sales/invoicing/down_payment/draft-invoice-sample.png)

To begin the payment process, click **Pay**. A **Pay** pop-up form displays with auto-populated information. Confirm the information provided is correct and make any necessary adjustments. When ready, click the **Create Payment** button.

![Showcase of the Pay pop-up window with create payment button.](https://docs.kmee.com.br/odoo/referencias-18.0/img/applications/sales/sales/invoicing/down_payment/register-payment-pop-up-window.png)

The customer invoice changes status with a green **In Payment** or **Paid** banner in the upper-right corner, depending on how the database is configured and if manual confirmation of payments is required.

![Customer Invoice with a green Paid banner located in the upper-right corner.](https://docs.kmee.com.br/odoo/referencias-18.0/img/applications/sales/sales/invoicing/down_payment/customer-invoice-green-payment-banner.png)

On the sales order, a new **Down Payments** section is present in the **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.

![The down payments section in the order lines tab of a sales order.](https://docs.kmee.com.br/odoo/referencias-18.0/img/applications/sales/sales/invoicing/down_payment/down-payments-section-order-lines.png)

Click the **Create Invoice** button. On the **Create invoice(s)** pop-up window, there is a new field: **Already invoiced** and **Amount to invoice**.

![The deduct down payment option on the Create invoice(s) pop up in Odoo Sales.](https://docs.kmee.com.br/odoo/referencias-18.0/img/applications/sales/sales/invoicing/down_payment/create-invoices-pop-up-already-invoiced.png)

Select the **Regular Invoice** option. Odoo creates an invoice for the exact amount needed to complete the total payment, as shown in the **Amount to invoice** field.

Click **Create Draft** to create a **Customer Invoice Draft** page. The draft lists all the invoices for that specific sales order in the **Invoice Lines** tab. Each invoice line item displays all the necessary information related to each invoice.

To complete the flow, click **Confirm** to change the status of the invoice from **Draft** to **Posted**. Then, click **Pay**. The **Pay** form appears, with all fields auto-populated with the necessary information, including the remaining amount left to be paid on the order.

![The second Pay pop-up form in Odoo sales.](https://docs.kmee.com.br/odoo/referencias-18.0/img/applications/sales/sales/invoicing/down_payment/second-register-payment-popup.png)

After confirming that information, click **Create Payment**. Doing so reveals the final **Customer Invoice** with a green **In Payment** or **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 **Order Lines** tab.

![The second down payment invoice with Paid banner in Odoo Sales.](https://docs.kmee.com.br/odoo/referencias-18.0/img/applications/sales/sales/invoicing/down_payment/final-sales-order.png)

At this point, the flow is complete.

Important

If a down payment is used with a product that has a **Delivered quantities** invoicing 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 **Credit Note** is created, which cancels the draft invoice that was created after the down payment.

To utilize the **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.

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#### Example 2: 100% down payment

A solar panel company sells an installation service for residential homes. All installation services require a 100% down payment to cover labor costs. The company prefers down payments as customers often require customization add-ons for the service.

To configure a 100% down payment, navigate to **Sales app -> New**, and [create a quotation](https://docs.kmee.com.br/en/odoo/18.0/modules/vendas/criar-cotacoes/#sales-create-quotation) for the product. Upon clicking the **Confirm** button, the quotation turns into a sales order. At that point, an invoice can now be created by clicking **Create Invoice** in the top-left corner. On the **Create invoice(s)** pop-up window that appears, select **Down payment (percentage)**, and type `100` in the **Down Payment** field.

![The Down payment (percentage) option selected with 100% set as the Down Payment.](https://docs.kmee.com.br/odoo/referencias-18.0/img/applications/sales/sales/invoicing/down_payment/100p-down-payment-percentage.png)

Next, click **Create Draft** to create an invoice draft. This will also bring the draft invoice into view, which includes the **Down payment** under the **Down Payments** section of the **Invoice Lines** tab. The invoice can now be confirmed and posted by clicking **Confirm**. Confirming the invoice changes the status from **Draft** to **Posted**. It also reveals a new series of buttons at the top of the page.

The payment can be registered by clicking the **Pay** button. This brings up the **Pay** pop-up form, which is auto-populated with the necessary information. When ready, click the **Create Payment** button.

After clicking **Create Payment**, Odoo reveals the customer invoice, now with a green **In Payment** or **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.

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## Income account modification on down payments

Important

To change or adjust the income account attached to down payments, the **Accounting** app must be installed. With the **Accounting** app installed, the **Accounting** column becomes available on the draft invoice.

Navigate to the invoice to be modified by going to **Sales app -> Orders -> Orders**. Open an order, then click the **Invoices** smart button. Open an invoice, click the drop-down arrow on the entry in the **Account** column and click **Search more...** to bring up the **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 **New** button.

![The Search:Account form with existing accounts displayed and a button to create a new account.](https://docs.kmee.com.br/odoo/referencias-18.0/img/applications/sales/sales/invoicing/down_payment/income-account.png)

See also

- [Invoicing policies](https://docs.kmee.com.br/en/odoo/18.0/modules/vendas/faturar-pelo-entregue-ou-pelo-pedido/)
- [Payment terms and installment plans](https://docs.kmee.com.br/en/odoo/18.0/modules/financeiro/condicoes-de-pagamento-e-planos-de-parcelamento/)