Discount on invoice

Support User
1

My customer (selling books) says it is a legal obligation in france to display public price and discount price on an invoice.

https://www.economie.gouv.fr/entreprises/factures-mentions-obligatoires#

The precise name, quantity, unit price excluding VAT and the rate of VAT added, as well as any discounts and rebates, must also be shown.
Catalog price
This is the unit price excluding VAT for products sold, or the hourly rate excluding VAT for services provided.

i, of course, read, all the discussions about the subject : discount is marketing and no related to invoice…

but it seems to be a legal thing, at least in france

2

What they are talking is when the price is different on the invoice than on the sale order.

3

nope, they says that in the invoice there must be a unit_price and the discount. there is not always a sale.order.

when you go to a bookstore if the shopkeeper gives you a 5% discount it must be on the invoice (if you have an invoice) with the retail price.

his invoice template was designed by a chartered accountant

4

This is exactly what I said.
In France the price of books is fixed by the authorities not the company, so if they change the price it is always after.

This is simple to implement by displaying also on the invoice the official price.

But for me it is enough to display on the sale order.

But also book store should use POS which does not create invoice.

5

and the discount too (percentage or value)

6

when you sell a book the author of the book can ask for all of the invoices related to his book. AND you must have the catalog price (what he earns is related to catalog_price and not sell_price).

of course you can/should/must make the calculation on the sale order but the official paper is the invoice and the author can ask for all the invoices and they must show the catalog price.

anyway i found my way in doing it (well i hope)… i’ll ask for help if it does not work as expected.

i could do it in a small modules in order to make it available for others.

7

There is no need to put the discount nor the catalog price on the invoice for that.

As a seller it is not required to always have an invoice.

For me it is a practical solution (probably dating from manual accounting) based on a specific interpretation of the actual requirement.

8

Hi,

No, the law says the publisher or importer of a book must fix its price and print it on the book (or at least, a letter code for a price with a list of codes and prices).

9

For me it is a practical solution (probably dating from manual accounting) based on a specific interpretation of the actual requirement.

For me it is the solution that my customer ask, and it is what i see each time i buy a book with a discount.

i understood that you decide that the sale document is the official document but that document won’t go in accountancy so it is a contract document not an official document.

anyway i’ll do it on my own and the tryton vanilla will keep that no discount on invoice

10

So the authorities is the publisher or the importer.

Well it is not because everyone is done this way that it is the only way.

For example if the store makes a sale without invoice it (eg: for free), I guess this should also be in the reporting.
Indeed I’m wondering if the reporting should not be based only on the stock move because what happens in case of lost by inventory.

11

everybody understood that you do not want discount on invoice. just say no.

we are loosing time for nothing, i implemented on my own for our little solution so the “debate” is closed. the sale document is not a legal document. and the author will/would ask for the invoice because the invoice is was is in the accountancy.

of course you can not give an invoice, but you can not give a sale_order neither so 1-1 ball in the middle. you are probably not force, in general accountancy, to register base_price and sale_price and discount.

BUT for this particular case we need a official document (i proposed the sale document to my customer-friend, but his expert chartered accountant said no) because i you just use stock (you also use stock because you must prove you did not sell without invoice) it is not possible to follow the price change.
As the base_price is the base of the remuneration it must be indicate somewhere.

for convenience we decided to use the flow sale>invoice instead of direct invoice (for the automatic price and a part of delivery follow) but we must indicate in the invoice (my customer-friend want that, else it is a no-go)

12

there is a special “document” for that. what is given free can raise remuneration, depending on conditions i do not know (and i do not need to know) just have the item count in the right box

13

Indeed because you do not show concret requirements but just the told of someone else.
In such condition it is not possible to discuss and you will not be able to push any improvement to Tryton.

14

i think we did not understand each others. I told you what is needed : an official document with base_price and discount (the 1st link)
you decided that the sale_order was that official document. it is you opinion. ok.

I don’t pretend to push something on tryton. i remember what was the argument for no automatic price in invoice “to act like in other modules” and “not to duplicate code”. there is nothing to argue with that. So from the beginning I understood that it will be to much time to argue to make things change and i am a “nobody” just using for my needs.

I just tell things, not to make changes in tryton or push things in it, i tell things to be found if someone find the same error than me, he will gain time with what i found. and that is my only will.

15

Then post on Message Board - Tryton Discussion if you just want to record your journey.

16

thank you very much for the link.