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Purchase Invoice Plan - Deposit on 1st invoice

purchase_invoice_plan_deposit folder_open OCA/purchase-workflow open_in_new
Purchase License: AGPL-3

This module bridge features from purchase_invoice_plan and purchase_deposit. Now, it posssible create invoice plan with 1st invoice as a deposit invoice.

auto_awesome What this module does

AI-generated from the code · Odoo 14.0

Lets you include a deposit (advance payment) as the first installment of a purchase invoice plan, and warns you to register that deposit before invoicing the rest of the plan.

This module links the purchase invoice plan feature with the purchase deposit feature, so a deposit can be the first step of an invoice plan.

When you create an invoice plan on a purchase order, the wizard now shows a 'Deposit on 1st Invoice' checkbox and a 'Percent Deposit' field. If you tick it, an extra installment numbered 0 is added to the plan with type 'Deposit' and the percentage you entered.

On the purchase order form, a highlighted 'Register Deposit' button appears when the order is confirmed and a deposit installment exists but no deposit has been registered yet. The standard deposit button is hidden, because only one deposit is allowed.

Business rules added: - Only installment 0 can be of type 'Deposit'; any other installment set to Deposit raises an error. - If the plan requires a deposit and none is registered, trying to create an invoice raises an error asking you to register the deposit first. - When the deposit invoice is created, its date and invoice date are set to the planned deposit date. - The deposit amount is pre-filled from the plan percentage. - When creating planned invoices, the deposit is invoiced first using its percentage; the remaining installments follow.

It touches purchase orders, purchase invoice plans, and the invoice creation wizards.

Depends on

purchase_invoice_planpurchase_deposit
Models and fields (5)
  • purchase.order · extends an existing modelneed_advance
  • purchase.invoice.plan · extends an existing modelinvoice_type
  • purchase.advance.payment.inv · extends an existing model
  • purchase.create.invoice.plan · extends an existing modeladvance (Deposit on 1st Invoice), advance_percent (Percent Deposit)
  • purchase.make.planned.invoice · extends an existing model

Text generated by AI (DeepSeek) from reading the Odoo 14.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 2 confirmed, 7 with no information of 9 versions.

Sources · Odoo 14.0

Confirmed on 2026-11-03 in branch 14.0 of OCA/purchase-workflow.

terminal Installation and usage

OCA documentation · Odoo 14.0

Usage

Source · Odoo 14.0
  • Create new purchase quotation as per normal process
  • Select option "Use Invoice Plan", a new Invoice Plan tab will appear
  • Click on "=> Create Invoice Plan" link to open invoice planning wizard
  • Do plan for number of installment and/or Deposit on 1st invoice, start date and interval
  • Double check that each installment has correct plan percentage (Deposit's plan percentage must > 0)
  • After confirm purchases order, we have new option to "Create Bill by Plan"
  • User can create only next bill or create all bills at the same time

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.