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Handle financial discounts for early payments

Project description

Production/Stable License: AGPL-3 OCA/account-payment Translate me on Weblate Try me on Runboat

This module adds functionality to handle financial discounts for early payments, and to generate proper write-offs during register payments.

Table of contents

Configuration

Go to Accounting > Configuration > Payment Terms, to define a payment term involving a financial discount:

  • Set a number of days while discount is available after posting

  • Set a discount percentage

Usage

When a payment term with discount is selected on an invoice (i.e Customers invoices or Vendor bills), the available discount will be stored on the first payment term line once the invoice is posted.

The financial discount will then be applied using register payment wizard if the payment is done before the discount date, or if the “Force financial discount” is used on the invoice.

Known issues / Roadmap

  • Storage of available discount is only done if the invoice doesn’t include more than one account.tax.

  • Tax write-off is not only done automatically on register payment.

  • On payment term having multiple term lines, financial discount will be applied even if the statement amount covers only first payment term line

  • Financial discount cannot be applied if the payment is done in another currency than the invoice.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Camptocamp

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

grindtildeath

This module is part of the OCA/account-payment project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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