Steps to Add Discounts on Invoices in Odoo 18

Managing invoices is a big part of running any business. Sometimes, you want to reward loyal customers with a discount, run a special promotion, or adjust pricing for bulk orders. With Odoo 18 Accounting, applying discounts on invoices is easier than ever — you just need to know how to set it up correctly.

In this blog, we’ll walk you through step-by-step on how to add discounts on invoices in Odoo 18.

Why Discounts Matter in Invoicing?

Before we jump into the steps, let’s quickly understand why discounts are important:

Now, let’s see how to configure and apply discounts in Odoo 18 invoices.

Step 1: Enable Discounts in Odoo 18

By default, Odoo doesn’t show a discount field in invoices. You need to activate it:

1. Go to Sales > Configuration > Settings.
2. Scroll down to the Pricing section.
3. Enable the option Discounts (this allows you to add a discount column in invoices and sales orders).
4. Click Save.

Now the Discount (%) field will appear in your invoice lines.

Step 2: Create a Customer Invoice

1. Navigate to Accounting > Customers > Invoices.
2. Click Create to generate a new invoice.
3. Select the Customer.
4. Add your products or services to the invoice lines.

Step 3: Apply Discount on Invoice Lines

1. In each invoice line, you’ll see a Discount (%) column.
2. Enter the percentage you want to apply (e.g., 10 for 10% off).
3. Odoo will automatically adjust the price and totals.

Step 4: Validate & Send Invoice

1. Double-check the invoice totals and discount calculations.
2. Click Confirm to validate.
3. Send the invoice by email or download the PDF.

Step 5: Monitor Discounts in Reports

To see how discounts impact your business:

1. Go to Accounting > Reporting > Invoices Analytics.
2. Apply filters to track discounts over a specific period.
3. Use these insights to improve your pricing and promotion strategy.

Final Thoughts

Adding discounts on invoices in Odoo 18 is a simple yet powerful way to improve customer satisfaction and drive more sales. Just enable the discount option, apply it to invoice lines, and let Odoo handle the rest automatically.