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Odoo Global Discount on Invoice with Tax calculation

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Required Apps Inventory (stock)
Invoicing (account)
Sales (sale_management)
Discuss (mail)
Technical Name bi_invoice_discount_with_tax
License OPL-1
Also available in version 16.0 15.0 14.0
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Technical Name bi_invoice_discount_with_tax
License OPL-1
Also available in version v 16.0 v 15.0 v 14.0

Introduction

The Global Discount on Invoice with Tax Calculation module for Odoo allows businesses to apply global discounts on customer invoices with accurate tax calculation. It supports both fixed and percentage discounts, applied to taxed or untaxed amounts, ensuring precise invoicing and compliance.

Key Features

  • Fixed and Percentage Discounts: Apply fixed or percentage discounts globally on invoices.

  • Taxed or Untaxed Amounts: Configure discounts on taxed or untaxed totals according to business requirements.

  • Automatic Tax Recalculation: Ensure taxes are automatically recalculated after applying discounts.

  • Journal Entries: Automatically create accounting journal entries for discounted invoices.

  • Invoice Reporting: Display discount details clearly on printed invoices for transparency.

Benefits

  • Enhanced Flexibility: Offer tailored discount options to customers to improve sales strategies.

  • Accurate Tax Calculations: Maintain compliance with tax regulations by recalculating taxes precisely.

  • Streamlined Accounting: Reduce manual accounting tasks with automated journal entries for discounts.

  • Improved Reporting: Provide clear discount information on invoices, supporting better record-keeping and transparency.

Compatibility & Technical Details

  • Technical Name: bi_invoice_discount_with_tax

  • Dependencies: Requires Odoo modules: Invoicing, Sales, Inventory, Discuss.

  • License: Odoo Proprietary License v1.0 (OPL-1).

  • Codebase: Approximately 476 lines of code, robust and maintainable.

  • Installation: Install via Odoo Apps; setup is straightforward and ready to use for applying global discounts on invoices.

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Global Discount on Invoice and Vendor Bill with Tax Calculation Odoo Apps

Vendor Bill & Invoice Global Discount

Apply Global Discount on Odoo Invoices

Global Invoice Discount with Tax Support

Global Discount with Auto Tax Recalculation

Browseinfo

Odoo doesn't have features to apply discount with tax calculation. This Odoo apps is used to apply discount in Customer Invoice and vendor bills with luxury of two Discount Methods (Fixed and Percentage) in Odoo. here you can also apply discount on line or on whole amount , You can configure & apply discount on Taxed amount or Untaxed amount like discount after tax amount and discount before tax amount. Odoo doesn't provide such features like fixed discount, % discount, discount type, discount amount, tax calculation with discount. It's also possible to configure & apply discount globally or order line wise with fixed amount or percentage in app Odoo. You can have option to configure discount account for sales order and purchase order separately and once invoice is validated with discount, it will create journal entry for discount account. After installing this odoo module applied discount type and discount amount will print on invoice report (default odoo reports).

Looking for Global Discount without Tax calculation, please check below module link

Global Discount on Sale,Purchase and Invoice Odoo Apps.



Looking for Sales Discount without accounting entry, please check below module link

Invoice Discount Odoo Apps.

Apply Fixed Discount.

User can apply fixed discount on customer invoice and vendor bill.

Apply Percentage Discount.

User can apply percentage discount on customer invoice and vendor bill.

Apply Discount on Orderline.

User can apply fixed and percentage type of discount on customer invoice lines and vendor bill lines.

Apply Global Discount.

User can apply discount globally on customer invoice and vendor bill.

Apply Discount on Taxed Amount.

User have option to apply discount on taxed amount.

Apply Discount on Untaxed Amount.

User have option to apply discount on untaxed amount.

Chart of Accounts Configuration

Under Invoicing > Configuration > Chart of Accounts menu user have to enable "Discount Account".



Tax Amount Discount Configuration

Under Invoicing > Configuration > Settings menu user have to select "Discount Applies On : Tax Amount", user also have to select "Purchase Discount Account" and "Sale Discount Account".


Customer Invoice Discount

Fixed & Percentage Discount based on Order Line

On customer invoice user have to select "Discount Applies to : Order Line" user can see "Discount Method" and "Discount Amount" field visible on order line.

On each order line user have to select "Fixed" or "Percentage" discount type and enter discount amount or percentage per order line, based on that user can see added "- Line Discount" on invoice total.


Fixed Global Discount

On customer invoice user have to select "Discount Applies to : Global" user can see "Discount Method" and "Discount Amount" field visible on invoice.

On invoice user have to select "Fixed" discount type and enter discount amount, based on that user can see added "- Discount" on invoice total.


Percentage Global Discount

On invoice user have to select "Percentage" discount type and enter discount percentage, based on that user can see added "- Discount" on invoice total.


Vendor Bill Discount

Fixed & Percentage Discount based on Order Line

On vendor bill user have to select "Discount Applies to : Order Line" user can see "Discount Method" and "Discount Amount" field visible on bill order line.

On each order line user have to select "Fixed" or "Percentage" discount type and enter discount amount or percentage per order line, based on that user can see added "- Line Discount" on bill total.


Fixed Global Discount

On vendor bill user have to select "Discount Applies to : Global" user can see "Discount Method" and "Discount Amount" field visible on invoice.

On vendor bill user have to select "Fixed" discount type and enter discount amount, based on that user can see added "- Discount" on bill total.


Percentage Global Discount

On vendor bill user have to select "Percentage" discount type and enter discount percentage, based on that user can see added "- Discount" on bill total.


Untax Amount Discount Configuration

Under Invoicing > Configuration > Settings menu user have to select "Discount Applies On : Untax Amount".


Customer Invoice Discount

Fixed & Percentage Discount based on Order Line

On customer invoice user have to select "Discount Applies to : Order Line" user can see "Discount Method" and "Discount Amount" field visible on order line.

On each order line user have to select "Fixed" or "Percentage" discount type and enter discount amount or percentage per order line, based on that user can see added "- Line Discount" on invoice total.


Fixed Global Discount

On customer invoice user have to select "Discount Applies to : Global" user can see "Discount Method" and "Discount Amount" field visible on invoice.

On invoice user have to select "Fixed" discount type and enter discount amount, based on that user can see added "- Discount" on invoice total.


Percentage Global Discount

On invoice user have to select "Percentage" discount type and enter discount percentage, based on that user can see added "- Discount" on invoice total.


Vendor Bill Discount

Fixed & Percentage Discount based on Order Line

On vendor bill user have to select "Discount Applies to : Order Line" user can see "Discount Method" and "Discount Amount" field visible on bill order line.

On each order line user have to select "Fixed" or "Percentage" discount type and enter discount amount or percentage per order line, based on that user can see added "- Line Discount" on bill total.


Fixed Global Discount

On vendor bill user have to select "Discount Applies to : Global" user can see "Discount Method" and "Discount Amount" field visible on invoice.

On vendor bill user have to select "Fixed" discount type and enter discount amount, based on that user can see added "- Discount" on bill total.


Percentage Global Discount

On vendor bill user have to select "Percentage" discount type and enter discount percentage, based on that user can see added "- Discount" on bill total.


Version : 16.0.0.0
20 October 2022

Initial release of the app.


Version : 16.0.0.6
18 July 2024

Bug Fixes !!!


This Odoo app can not be used with Odoo Online (SaaS).

Yes, 60 Days Free Support Is provided with module in case any bug or issue with module.

Yes, Starting version 13.0, Every version of the module is sold separately.

You need to copy paste the module that is inside the zip file to your addons folder. If you are installing the module into an existing database, you need to enable the Technical Features to click on Apps > Update Modules List. Your new module will now appear in the list of modules that you can install.

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