1.
Down Payment in
Odoo 15 POS
www.cybrosys.com

2.
INTRODUCTION
❖ Down payments are the payment methodology that entertains various business
organizations to provide its customers with an option to make the payment for the purchase
in terms of a longer or a shorter period of time.
❖ The down payment operations are well appreciated among people as it will allow the
customers to acquire the product only for a percentage of the total amount at the initial
stage and could pay back to the seller in small amounts for a duration until the total sum is
met.
❖ The down payment options can be seen under the various companies which are included in
the retail as well as the wholesale operations.
❖ Odoo supports the down payment operations and allows the users to configure it as per the
company requirement.

3.
❖ Go to your POS module, before starting a new session anad making orders go to shop’s
settings.

4.
❖ In the Settings window, select/create down payment product and save your changes.

5.
❖ From products form make sure Invoicing policy as Prepaid - This will allow the
customer down payment.

6.
❖ Now let’s start a new session by clicking NEW SESSION

7.
❖ Add the opening control balance then CONFIRM.

8.
❖ We will get opening cash details if correct open session.

9.
❖ You can add the product by clicking on the product.And based on your no of clicks on product
added to the line.

10.
❖ Now let’s check with the down payment in PoS.So click on the button Quotation/Order
and we will get the orders with customer name.Search for your customer and select.

11.
❖ So will get a prompt window.Click on Apply a Down payment.

12.
❖ Enter the percentage of the price and OK

13.
❖ The down payment product will added to the line with calculated percentage amount. And
we can see the customer name is also updated.

14.
❖ We will be directed to the window like below.We can see the payment amount,payment
methods,customer name etc.

15.
❖ By selecting the Payment option you will be redirected to the payment screen. The payment
method can be using Cash, Bank or Customer Account.
❖ Select the method and enter the amount paid by the customer. To generate and save the
payment invoice select the Invoice button. To validate the payment select the Validate
button.

16.
❖ The receipt is displayed which can also be printed by selecting the Print Receipt option.
Also the receipt can be emailed to the mail id inserted.

17.
❖ After that close the window by clicking on Close.

18.
❖ While closing the order page, you
will receive a window in which you
can view the details of the sales
made, payments received and
payment method.
❖ Any notes related to the sales order
can be recorded at the Notes field.
❖ You can keep the session open,
continue the sales or close the
session after accepting the payment
difference and post a profit or loss
journal entry.

19.
❖ The orders made at the point of sale can also be viewed by selecting the Orders option
from Orders > Orders.

20.
❖ Order Ref: The reference ID of the placed order.
❖ Session: The details of the session during which the order was placed.
❖ Date: The date and time of making the order.
❖ Receipt Number: The number of the receipt is displayed.
❖ Customer: Name of the customer who purchased the product.
❖ Employee: Name of the employee who made the sales order.
❖ Total: The total amount of each product is displayed.
❖ Status: The status of the payment is denoted in this field.

21.
❖ And we can see that the downpayment product added to the line.

22.
❖ By Clicking on that smart button Transferred from sale,we will get the order details.

23.
❖ From invoice smart button we can view the invoice created in posted state.

24.
❖ Now click on the Settle the order button.To pay the balance amount.

25.
❖ Now we can see that from orderline with the down payment product .

26.
❖ Now click on the Payment button the deducted amount will be displayed on screen then
Validate.

27.
For More
Details
Check our company website for related blogs and Odoo
book.
POS - Odoo 15 Enterprise Book
Check our YouTube channel for functional and technical
videos in Odoo.
Down Payment in Odoo 15 POS

28.
Thank You