Odoo 19: invoice a sales order by policy, delivery and deposit
Choose ordered or delivered quantities, check partial delivery arithmetic and deduct a deposit without treating an invoice as collected cash.
Applicability
Odoo 19 Sales plus Invoicing/Accounting and authorized invoice posting; Inventory needed for tracked-goods delivery workflow. Confirm installed edition/app entitlement. Online, Odoo.sh and on-premise menus depend on installed modules.
Research method
Research of official Odoo 19 documentation, including its published source where pages were unavailable; examples are fictitious editorial calculations. No new Odoo product testing, customer case study or hardware trial was performed.
Confirming a sales order makes invoicing possible under its products’ policies. It does not mean every order is automatically invoiced or that money has arrived.
Contents
- Choose the policy before billing
- Worked example: partial delivery
- Worked example: deduct the deposit once
- Troubleshooting and next step
Choose the policy before billing
With Ordered quantities, an invoice can be created after order confirmation. With Delivered quantities, first validate the delivered quantity; partial delivery can support partial invoicing. Global default changes apply to new products; inspect existing product forms separately. Official invoicing policies.
- Open the confirmed sales order and review ordered, delivered and already invoiced quantities.
- Choose Create Invoice and the appropriate regular or down-payment option.
- Create the draft and check customer, currency, quantities, taxes and totals.
- Confirm/post only after review, then send it to the customer.
- Record and reconcile actual payment separately.
Worked example: partial delivery
Fictitious HKD example, no tax or discount: 10 units × HKD 1,000 = HKD 10,000. Six units are delivered now and four later.
| Policy | First regular invoice | Later regular invoice |
|---|---|---|
| Ordered quantities, all 10 billed once | 10,000 | 0 for the same 10 units |
| Delivered quantities, 6 then 4 | 6,000 | 4,000 |
The delivered-policy control is (6 + 4) × 1,000 = 10,000. Check “already invoiced” before creating the second invoice; do not bill all ten again.
Worked example: deduct the deposit once
Separate scenario: the same HKD 10,000 order has an agreed 30% deposit. Request 10,000 × 30% = HKD 3,000 using a down-payment invoice. After the full order becomes invoiceable, the final draft should show HKD 10,000 goods less HKD 3,000 previously invoiced deposit = HKD 7,000. Total invoiced is 3,000 + 7,000 = 10,000.
Review the final draft’s deposit deduction instead of adding a second manual discount. Official down-payment workflow also warns about delivered-value limitations: a deposit larger than currently invoiceable deliveries cannot simply be deducted into a negative regular invoice. A 100% deposit still needs the final invoicing workflow; it is not identical to a regular full invoice.
Troubleshooting and next step
“No invoiceable lines” calls for checking policy, validated delivery and quantities already billed. A posted invoice is a receivable; a payment status depends on configuration and settlement. Follow the same order through bank reconciliation. If the starting document is wrong, return to quotation preparation. Contact APAA for help reviewing the policy and exception workflow.
The cover is a generic illustration, not an Odoo 19 operation screenshot.
Sources
- Odoo 19 — Invoicing policies
Ordered versus delivered quantities, partial deliveries and manual draft-invoice creation.
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- Odoo 19 — Down payments
Percentage/fixed deposits, draft review, final deduction and delivered-value limitations. Read using official documentation 19.0 branch RST when rendered page timed out.
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- Odoo 19 — Payments
Payment status depends on outstanding-account and reconciliation configuration.
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