> For the complete documentation index, see [llms.txt](https://docs.rishvi.co.uk/linnworks/llms.txt). > Use it to discover all available pages before exploring further. # Down payments A down payment allows customers to pay a portion of the total order amount in advance, with the remaining balance settled later. Odoo Sales supports flexible down payment options to suit different business scenarios. A down payment is an upfront amount paid by a customer at the time of confirming a sale. The remaining balance is paid later, based on agreed terms. This approach helps businesses secure commitment from customers before delivering products or services. In the **Sales** app, down payments can be configured either as a percentage of the total order or as a fixed amount, depending on the agreement with the customer. ## **Create invoices** Once a quotation is confirmed and converted into a sales order, invoicing options become available through the **Create Invoice** button. Clicking this button opens the **Create invoice(s)** pop-up window. Create invoice(s) pop-up form that appears in Odoo Sales. **Note** Invoices are initially created in draft mode, allowing review and adjustments before final confirmation. Within the **Create invoice(s)** window, you can choose from three options: - **Regular invoice** - **Down payment (percentage)** - **Down payment (fixed amount)** ## **Request a down payment** To request an advance payment: 1. Open the **Create invoice(s)** pop-up 2. Select either: - **Down payment (percentage)**, or - **Down payment (fixed amount)** 3. Enter the desired amount in the **Down Payment Amount** field 4. Click **Create Draft Invoice** This generates a draft invoice displaying the down payment under a dedicated **Down Payments** section. **Important** If an **Invalid Operation** error appears, verify that the **invoicing policy** is correctly configured. Some policies require delivery confirmation before invoicing is allowed. ## **Example: 50% down payment** **Note** This example assumes: - A 50% down payment - Product invoicing policy set to **Ordered quantities** Cabinet with doors product form showcasing various details and fields. ### **Step-by-step process** 1. Go to **Sales app ‣ New** 2. Add a **Customer** 3. Add a product (e.g., *Cabinet with Doors*) 4. Click **Confirm** to create a sales order Cabinet with doors sales order that's been confirmed in the Odoo Sales application. 1. Click **Create Invoice** 2. Select **Down payment (percentage)** 3. Enter `50` in the **Down Payment** field **Note** The income account used for down payments can be modified. You can also define a default down payment account at the product category level. 1. Click **Create Draft Invoice** The system generates a draft invoice showing the down payment. A sample draft invoice with down payment mentioned in Odoo Sales. 1. Click **Confirm** to post the invoice 2. Click **Pay** to register the payment Showcase of the Pay pop-up window with create payment button. After payment, the invoice status updates to **In Payment** or **Paid**, depending on configuration. Customer Invoice with a green Paid banner located in the upper-right corner. Back on the sales order, the down payment appears under the **Order Lines** tab. The down payments section in the order lines tab of a sales order. ### **Final invoice for remaining amount** To invoice the remaining balance: 1. Click **Create Invoice** again 2. Select **Regular Invoice** The system automatically calculates the remaining amount after deducting the down payment. The deduct down payment option on the Create invoice(s) pop up in Odoo Sales. 1. Click **Create Draft Invoice** 2. Confirm and process payment The second Pay pop-up form in Odoo sales. Once completed, the order reflects full payment across all invoices. The second down payment invoice with Paid banner in Odoo Sales. ## **Important considerations** If a down payment is used with products invoiced based on **Delivered quantities**, certain limitations apply: - If the down payment exceeds the value of delivered goods, it cannot be deducted immediately - Odoo does not allow negative invoice totals - A **Credit Note** may be created to balance the transaction To process such scenarios properly: - Install the **Inventory** app, or - Manually update delivered quantities on the sales order ## **Example: 100% down payment** A 100% down payment follows a similar process, but requires fewer steps. **Note** A 100% down payment is not the same as completing the full invoicing cycle. The system still expects a final invoice step. ### **Steps** 1. Create a quotation and add a product (e.g., *Solar Panel Installation*) 2. Confirm the quotation 3. Click **Create Invoice** 4. Select **Down payment (percentage)** 5. Enter `100` as the value The Down payment (percentage) option selected with 100% set as the Down Payment. 1. Click **Create Draft Invoice** 2. Confirm and register payment Once completed, the down payment is fully processed. ## **Modify income account for down payments** **Important** To adjust the income account, the **Accounting** app must be installed. ### **Steps** 1. Go to **Sales app ‣ Orders ‣ Orders** 2. Open the relevant order 3. Click the **Invoices** smart button 4. Open the invoice 5. In the **Account** column, select a different account The Search:Account form with existing accounts displayed and a button to create a new account. You can either: - Select an existing account, or - Create a new one using the **New** button This allows you to align down payment accounting with your financial structure.