Module Customers Invoices: Difference between revisions

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Module Customers Invoices (view source)

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→‎Reduce total amount/remain amount to pay
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= Reduce total amount/remain amount to pay =
= Reduce total amount/remain amount to pay =
{{ToTranslate}}
It is possible to reduce the total and / or the balance amount to pay a bill, but it should make a distinction between discount and a reduction, although the two terms are somewhat amalgamated in places).
Il est possible de réduire le montant total et/ou le solde à payer d'une facture, mais il convient de faire une distinction entre une remise et une réduction, bien que ces deux termes soient un peu amalgamés par endroits.---('''Translation:''' It is possible to reduce the total and / or the balance amount to pay a bill, but it should make a distinction between discount and a reduction, although the two terms are somewhat amalgamated in places).


== Réduction (Reduction) ==
== Reduction ==
Une '''réduction''' est une réduction relative (pourcentage) du prix de vente d'un ou de plusieurs produits ou services détaillés dans la facture. Cette réduction doit être définie ligne par ligne lors de l'édition de la facture et être comprise entre 0% et 100% (le pourcentage de remise est alors remplacé par la mention ''offert'').---
A 'reduction' is a relative reduction (percentage) of the selling price of one or more products or services detailed in the invoice. This reduction should be set line by line while editing the invoice and be between 0% and 100% (the discount percentage is then replaced by the words ''available''.


('''Translation:''' A 'reduction' is a relative reduction (percentage) of the selling price of one or more products or services detailed in the invoice. This reduction should be set line by line while editing the invoice and be between 0% and 100% (the discount percentage is then replaced by the words'' available'').
== Discount ==
A 'discount' is a reduction of the total invoice price. It can be defined in two ways depending on whether or not combined with another bill, that is to say, a payment already received or not.


== Remise (Discount) ==
=== Discount associated with payment already received ===
Une '''remise''' est une réduction du prix total de la facture. Elle peut être définie de deux manières selon qu'elle est ou non associée à une autre facture, c'est-à-dire à un versement déjà perçus ou non.
Bills and have bills payment, awarded payments already received, can be converted into future '' reduction'' (incidentally we note the blurring of ''discount'' and ''reduced'' ). In this case the reduction, once assigned to the current invoice via the section ''Rebates'', is mentioned in the bottom of the document as a reference to the advance payments in question, which are so obviously the amount total bill to specify the balance due. This discount is NOT mentioned as a line in the invoice detail.


('''Translation:''' A 'discount' is a reduction of the total invoice price. It can be defined in two ways depending on whether or not combined with another bill, that is to say, a payment already received or not).
=== Not associated with a payment already received delivery ===
It is also possible to define a discount that is not related to a payment already received. In this case, go to the customer record, customer tab, and define or fixed discounts (amount) or relative (percentage) attributed to that customer, and why (commercial gesture compensation due to late delivery, etc.). Once the rebates granted to the customer, they will be available when editing any bill the customer, under the heading ''discounts'' to the top. Unlike consecutive discounts for payments already received, they will be referred to as negative lines in the detail of the bill, and thus reduce the total amount thereof, before deducting payments may already collected. But these discounts are NOT associated with an invoice or have a deposit.


=== Remise associée à un versement déjà perçu (Discount associated with payment already received) ===
== Summary ==  
Les factures d'avoir et factures d'acompte, qui sanctionnent des versements déjà perçus, peuvent être ''converties en réduction future'' (on notera d'ailleurs l'amalgame fait entre ''remise'' et ''réduction''). Dans ce cas la réduction, une fois attribuée à la facture en cours via la section '''Remises''', sera mentionnée dans le bas du document sous la forme d'une mention des versements anticipés considérés, qui sont donc déduis du montant total de la facture pour spécifier le solde à payer. Cette remise n'est donc PAS mentionnée comme une ligne dans le détail de la facture.---
So there are three possibilities to reduce the price of an invoice:
* assign a '''reduction''' percentage on certain products / services detailed in the invoice, which will effectively define a'' total amount'' lower than normally expected.


('''Translation:''' Bills and have bills payment, awarded payments already received, can be converted into future '' reduction'' (incidentally we note the blurring of ''discount'' and ''reduced'' ). In this case the reduction, once assigned to the current invoice via the section ''Rebates'', is mentioned in the bottom of the document as a reference to the advance payments in question, which are so obviously the amount total bill to specify the balance due. This discount is NOT mentioned as a line in the invoice detail).
* assign the customer '''overall discount''', is not associated with or have an invoice payment, which will be added as a line of negative amount will reduce the ' total amount ' of the invoice.


=== Remise non associée à un versement déjà perçu (Not associated with a payment already received delivery) ===
* Use a 'credit note or deposit' transformed into future reductions that advance payments have been received, thereby reducing the 'balance payable' but not the total amount of bill.
Il est aussi possible de définir une remise qui n'est pas relative à un versement déjà perçu. Dans ce cas, il faut aller sur la fiche du client, onglet ''client'', et définir la ou les remises fixes (montant) ou relatives (pourcentage) qu'on attribue à ce client, et pourquoi (geste commercial, compensation suite à retard de livraison, etc). Une fois ces remises attribuées au client, elles seront disponibles lors de l'édition de n'importe quelle facture de ce client, dans la rubrique '''Remises''' en haut de page. A l'inverse des remises consécutives à des versements déjà perçus, celles-ci seront mentionnées comme des lignes négatives dans le détail de la facture, et réduiront donc le montant total de celle-ci, avant déduction des versements éventuellement déjà perçus. Mais ces remises ne sont PAS associées à une facture avoir ou d'acompte.---
 
('''Translation:''' It is also possible to define a discount that is not related to a payment already received. In this case, go to the customer record, customer tab, and define or fixed discounts (amount) or relative (percentage) attributed to that customer, and why (commercial gesture compensation due to late delivery, etc.). Once the rebates granted to the customer, they will be available when editing any bill the customer, under the heading ''discounts'' to the top. Unlike consecutive discounts for payments already received, they will be referred to as negative lines in the detail of the bill, and thus reduce the total amount thereof, before deducting payments may already collected. But these discounts are NOT associated with an invoice or have a deposit).
 
== Résumé (Summary) ==
Il y a donc 3 possibilités pour réduire le prix d'une facture: ('''Translation:''' So there are three possibilities to reduce the price of an invoice):
* attribuer une '''réduction''' en pourcentage sur certains produits/service détaillés dans la facture, ce qui aura pour effet de définir un '''montant total''' plus bas que normalement prévu;---('''Translation:''' assign 'reduction' percentage on certain products / services detailed in the invoice, which will effectively define a'' total amount'' lower than normally expected);
 
* attribuer au client une '''remise globale''', non associée à une facture avoir ou d'acompte, et qui sera alors ajoutée comme une ligne de montant négatif qui réduira le '''montant total''' de la facture;---('''Translation:''' assign the customer 'overall discount', is not associated with or have an invoice payment, which will be added as a line of negative amount will reduce the ' total amount ' of the invoice);
 
* mentionner, via des '''factures avoir ou d'acompte''' transformées en réduction future, que des versements anticipés ont déjà été perçus, ce qui réduira le '''solde à payer''' mais pas le montant total de la facture;---('''Translation:''' mention, via 'bills have or deposit' transformed into future reductions that advance payments have been received, thereby reducing the 'balance payable' but not the total amount of bill);


= PDF generation, printing =
= PDF generation, printing =
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