Progressive Payment Terms

$ 457.89

v 18.0 Third Party

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Discuss (mail) • Invoicing (account) • Project (project) • Sales (sale_management) • Employees (hr)
Lines of code	3671
Technical Name	`vpcs_progressive_payment_terms`
License	LGPL-3
Website	https://www.vperfectcs.com
Versions	17.0 18.0 19.0

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Discuss (mail) • Invoicing (account) • Project (project) • Sales (sale_management) • Employees (hr)
Lines of code	3671
Technical Name	`vpcs_progressive_payment_terms`
License	LGPL-3
Website	https://www.vperfectcs.com
Versions	17.0 18.0 19.0

Progressive Payment Terms

A milestone-based payment management system for Odoo 18 Enterprise

Streamline sale order billing with progressive payments, delivered ratio analysis, milestone tracking, automated invoicing, balance Carryforward.

Key Features

🎯 Milestone Management

Complete state workflow: Draft → Ready → Invoiced → Paid
Sub-milestone support when ready for invoice material less than milestone percentage
Automatic status updates from sub-milestones
Real-time progress calculation with visual indicators
Flexible configuration for different milestone types and categories
Balance Carryforward to next milestones with maintain their total amount matching
Automatically syncs milestones when sale order lines are added, removed, or modified — creates a new milestone if all existing ones are invoiced, or updates the last draft milestone's amount and percentage to keep the total in sync
Create Submilestone when delivered ratio is less then milestone ratio to not to invoice more than the delivered ratio

💰 Smart Invoicing

Dedicated sale order lines for each milestone
Create Invoice of order lines for the ready to invoice materials
Immediate payment terms for milestone invoices
Automated invoice generation on milestone readiness
Analytic distribution for project costing
Full integration with Odoo's accounting system

🔧 Advanced Reset Functionality

Reset invoices across draft, posted, and paid states
Automatic payment cleanup and reconciliation removal
Restore original sale order lines after reset
Ensure accounting data integrity
Independent reset for sub-milestones

📊 Real-time Tracking

Track invoiced vs paid amounts directly from invoice residuals
Automatic progress percentage calculation
Visual indicators with progress bars and badges
Dashboard integration with smart buttons for milestone tracking

⚖️ Balance Carryforward & Adjusted Amount / Percentage Engine

When the invoiceable amount for a milestone differs from the originally planned amount — due to partial delivery, sub-milestone splits, or manual adjustments — the system automatically redistributes the outstanding balance to subsequent milestones. Every adjustment is tracked through dedicated tracking fields: Adjusted Amount, Adjusted Percentage, and Balance, ensuring the sum of all milestones always equals the total sale order value.

📤 Balance Carryforward

Automatically carries any over-invoiced balance forward to the next pending milestone
Guarantees the sum of all milestones always matches the sale order total
Cascades across multiple milestones until the full balance is absorbed
Triggered on invoice confirmation, milestone reset, and sub-milestone closure
Skips locked or paid milestones — carries to the next eligible one
Carryforward amount is visible on both the milestone line and the sale order view

💲 Adjusted Amount

Calculate amount based on original milestone amount ± carryforward received from the immediately preceeding invoiced milestone
Reflects the actual invoiceable value after carryforward has been applied and milestone invoiced
Used as the unit price on the milestone's sale order line at invoice time
Automatically recalculated when any upstream milestone is reset or re-invoiced
Preserves the original planned amount separately for full audit traceability
Sub-milestones reflect their adjusted amount back to the parent milestone

📐 Adjusted Percentage

Calculate percentage based on adjusted amount
Always sums to exactly 100% across all active (non-cancelled) milestones
Automatically recalculated whenever a carryforward changes any milestone's amount
Shown in milestone list view and progress indicators
Used to validate invoice readiness — warns if percentage would exceed delivered ratio
At project end: adjusted percentage reaches 100%, confirming full reconciliation

📊 Balance ($)

Show Difference between planned milestone amount − adjusted_amount
Shows exactly how much was added or deducted by the carryforward on this milestone
Positive balance: this milestone received extra amount from a previous milestone's shortfall
Negative balance: this milestone gave up amount (partial delivery / sub-milestone split)
Balance is nill (zero) at the end when all milestones are fully invoiced and reconciled
Displayed in the milestone column view for instant at-a-glance reconciliation check

⚙ How Balance Carryforward Works — Step by Step

Milestone triggered: A milestone reaches "Ready" state with a delivered ratio below its planned percentage.
Sub-milestone created: Wizard call when the total delivered ratio of sale order lines ready for invoice is less than the milestone target percentage.
Gap calculated: Difference between the planned milestone amount and actual invoice amount is stored as balance.
Balance distributed: adjusted_amount on the next pending milestone is updated to absorb the carryforward balance.
Percentage re-computed: adjusted_percentage is recalculated across all remaining milestones to maintain 100% integrity.
Balance column updated: The balance column reflects the difference (planned vs adjusted) for every affected milestone.
Invoice generated: Invoice uses adjusted_amount — the final project total always reconciles with the sale order grand total.
End state: After all milestones are invoiced: adjusted percentage = 100%, adjusted amount = sale order total, balance = nill (zero).

Technical Requirements

Odoo 18.0 Enterprise Edition
Accounting and Analytics modules
Sales modules

Installation

Install the module through the Apps menu
Set up payment terms as progressive payment term in sale order
Begin creating milestones, based on payment terms

Configuration Flow

User Rights

Allow User to give access to user or an manager for progressive payment terms module rights.

User Rights

Progressive Payment configuration

Progressive Payment Terms option which show templates of predetermine payment terms.

Payment Menu

Base on Payment terms Milestones Determine with details like percentage of milestone,
types of milestones like material delivery, advance payment etc. and no. of days etc.,

Sale Order

Link Progressive Payment term to the sale order for generate milestones and sub-milestones.

progressive term

Adjusted (%) : This column show the Percentage base on Adjusted Amount updates when any previous milestone balance left
then it would update this balance in next milestone add/sub on adjusted amount field then adjusted percentage also update.

To Invoice (%) : This column show the total percentage of delivered ratio which are ready for invoice base on total sale order amount.

Adjusted Amount : This column show the updation of amount based on the original planned amount *plus or minus*
the balance carry-over from the immediately preceding invoiced milestone.

Balance ($) : This column show the Difference between Amount and Adjusted Amount.

First Milestone Invoice

For Create Milestone Invoice Make milestone in ready status.

milestone ready

Create First Advance Payment Invoice as a standard odoo down payment.

Invoice btn

Milestone Payment

Confirm the milestone invoice for payment and register payment for that invoice.

confirm milestone

After Payment of advance milestone see sale order view and advance Payment milestone status update in paid

sale order line

Other Milestones Invoice

when other milestones invoice creation than odoo standard invoice create wizard open with details show of
current milestone and all sale order lines.

Product Delivered

After down payment invoice this would recover amount from the next milestone after down payment so in this
milestone advance payment amount deduct and amount reduce of invoice total.

milestone ready

Also you can Reset to draft the milestone with reset button.

Milestone Reset

Sub-Milestones

Sub-Milestones create when the To Invoice percentage ready material for invoicing is less than the milestone percentage.

See below Screenshot To Invoice percentage is less than the Adjusted Percentage so when invoice create
then wizard show of percentage exceeded.

Show the Milestone Exceeded wizard with also percentage of both To Invoice percentage and milestone percentage.

Define the name and amount of percentage for sub-milestone from main milestone.

Sub-Milestone-create

Create this way no. of sub-milestones base on your need.

Milestone Exceeded Wizard

Sub-milestones Adjusted Amount and Balances reflect on their parent milestone adjusted amount and balances
so easy to match the all milestones total at the end.

Sub milestone balances

All milestones view

Invoice each milestone one by one, with the remaining balance automatically carried forward to the next milestone.

After each invoice, the difference between the planned amount and the actual invoiced amount is calculated and
reflected as the balance — ensuring full transparency throughout the billing cycle.

By the final milestone, the adjusted percentage reaches 100%, the adjusted amount matches the Sales Order total,
and the balance clears to zero — completing the workflow seamlessly.

Dynamic Order Line & Milestone Sync

When a sale order line is added, removed, or modified on an ongoing Sales Order, the system automatically
syncs the milestone totals.

If all existing milestones are already invoiced or paid, a new draft milestone is created for the difference.
and If the last milestone is still in draft, its amount and percentage are updated automatically — keeping
the billing always in sync with the sale order total.

Veracious solutions to grow your business.

You can checkout our shop for demo and all apps on the below link

vpcscloud.com

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