基于已交付或订购数量的开票¶

不同的业务政策可能需要不同的开票选项：

在 Odoo 销售中， 按订单开具发票 规则被用作默认模式，这意味着一旦销售订单得到确认，就会向客户开具发票。
按实际交付数量开票 规则在交付完成后向客户开票。此规则通常用于销售材料、液体或大量食品的企业。在这些情况下，订购的数量可能与实际交付的数量略有不同，因此最好按照实际交付的数量开票。

使用不同的开票策略选项提供了更大的灵活性。

销售开票策略功能¶

要激活必要的开票策略功能，请转到销售应用 ‣ 配置 ‣ 设置，然后在开票标题下，选择一个开票策略规则：按订购数量开票或按实际交付数量开票。

重要

如果选择了按实际交付数量开票规则，则不能激活自动开票功能，该功能会在在线支付确认时自动生成发票。

产品详情表单中的开票策略¶

On any product page, via the Sales app ‣ Products ‣ Products dashboard, locate the Invoicing Policy option located under the General Information tab. It can be changed manually using the drop-down menu.

How to change your invoicing policy on a product form on Odoo Sales.

对销售流程的影响¶

In Odoo Sales, the basic sales flow starts with the creation of a quotation. Then, that quotation is sent to a customer. Next, it needs to be confirmed, which turns the quotation into a sales order. This, in turn, creates an invoice.

以下是开票政策规则如何影响上述销售流程的细目：

Invoice what is ordered: No impact on the basic sales flow. An invoice is created as soon as a sale is confirmed.
Invoice what is delivered: Minor impact on sales flow, because the delivered quantity needs to be manually entered on the sales order. Or, the Inventory app can be installed and used to confirm the delivered quantity before creating an invoice with the Sales app.

警告

If a user attempts to create an invoice without validating the delivered quantity, the following error message appears: There is no invoiceable line. If a product has a Delivered quantities invoicing policy, please make sure that a quantity has been delivered.

If Delivered Quantities invoicing policy is chosen, ensure a quantity has been delivered.

注解

Once a quotation is confirmed, and the status changes from Quotation sent to Sales order, the delivered and invoiced quantities are available to view, directly from the sales order. This is true for both invoicing policy rule options.

How to see your delivered and invoiced quantities on Odoo Sales.

确认报价时，Odoo 会自动将数量添加到发票中，包括已交付和已开具发票数量，即使只执行了部分交货。

最后，创建收据有几个不同选项：普通发票、首付款（百分比）或首付款（固定金额）。