[IMP] account_customer_early_payment_discount: readme mentions the base module task#30881

account_customer_early_payment_discount/README.rst

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+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+===============================
+Customer Early Payment Discount
+===============================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:d8a9269d26f62b027ca5fe3619de83a127ac4025d50a915b93fc4cf650fad73d
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/license-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--payment-lightgray.png?logo=github
+    :target: https://github.com/OCA/account-payment/tree/19.0/account_customer_early_payment_discount
+    :alt: OCA/account-payment
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/account-payment-19-0/account-payment-19-0-account_customer_early_payment_discount
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/account-payment&target_branch=19.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+Companies that grant their customers a discount for paying within a few
+days often settle it with a credit note, because a credit note is a
+fiscal document the customer can book and, in countries like Mexico, the
+only way to report a discount granted after the invoice was issued.
+
+The native early payment discount of the payment terms does not fit that
+flow: it writes the discount off when the payment is registered, counts
+calendar days only and takes the same percentage off the whole invoice,
+freight and insurance included.
+
+This module keeps the percentage and the days of the payment terms and
+adds:
+
+- **Settle with a credit note**: the customer pays the discounted
+  amount, and the discount is granted with a credit note applied to the
+  invoice, so the payment receipt reports what was really collected.
+- **Business days**: the days to pay within are counted on the working
+  calendar of the company, skipping weekends and holidays.
+- **Goods only**: the discount leaves out the services of the invoice,
+  such as freight or insurance.
+- **Approvals**: the credit note is issued in draft, so any approval
+  flow of the company (for example ``account_move_tier_validation``) can
+  gate it. It is reconciled with the invoice as soon as it is posted.
+- **Follow-up**: the invoices whose customer paid in time and still wait
+  for the credit note show under the *Early Payment to Apply* filter.
+
+The last day to pay, the discount, the credit note and the *Apply Early
+Payment* button come from ``account_early_payment_base``, shared with
+the supplier side (``account_supplier_early_payment_discount``), so both
+can be installed together.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+- Open *Invoicing > Configuration > Payment Terms*, tick *Early
+  Discount* and fill in the percentage and the days as usual. Then tick
+  *Settle with a Credit Note* and, if needed, *Count Business Days* and
+  *On Goods Only*.
+- For business days, set the working calendar of the company (*Settings
+  > Companies*) and its holidays as global time off of that calendar.
+- The payment must reduce the balance of the invoice for the module to
+  see it, so the payment methods of the bank journals need an
+  outstanding receipts account.
+
+Usage
+=====
+
+A posted customer invoice with such payment terms shows the last day to
+pay and the amount of the discount. Once the customer pays at least the
+discounted amount within that day, the invoice shows under the *Early
+Payment to Apply* filter and the button *Apply Early Payment* appears.
+Press it: a draft credit note for the discount is created, with the
+eligible lines only and their taxes. Post it (after the approvals of
+your company, if any) and it is reconciled with the invoice, which is
+then fully paid.
+
+Whether an invoice is paid in time is decided by
+``account.move._early_payment_paid_on_time()``, and the lines the
+discount takes off by ``account.move._early_payment_line_eligible()``;
+both can be overridden.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-payment/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/account-payment/issues/new?body=module:%20account_customer_early_payment_discount%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Jarsa
+
+Contributors
+------------
+
+- Jarsa
+
+  - Alan Ramos <alan.ramos@jarsa.com>
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+This module is part of the `OCA/account-payment <https://github.com/OCA/account-payment/tree/19.0/account_customer_early_payment_discount>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

account_customer_early_payment_discount/__init__.py

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+from . import models

account_customer_early_payment_discount/__manifest__.py

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+# Copyright 2026 Jarsa
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+{
+    "name": "Customer Early Payment Discount",
+    "summary": "Early payment discount granted to customers settled by a credit note",
+    "version": "19.0.1.0.0",
+    "category": "Accounting",
+    "website": "https://github.com/OCA/account-payment",
+    "author": "Jarsa, Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "development_status": "Beta",
+    "depends": ["account_early_payment_base"],
+    "data": [
+        "views/account_payment_term_views.xml",
+        "views/account_move_views.xml",
+    ],
+    "installable": True,
+}

account_customer_early_payment_discount/i18n/account_customer_early_payment_discount.pot

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_customer_early_payment_discount
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 19.0+e\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2026-09-18 15:09+0000\n"
+"PO-Revision-Date: 2026-09-18 15:09+0000\n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields.selection,name:account_customer_early_payment_discount.selection__account_move__early_payment_state__applied
+msgid "Applied"
+msgstr ""
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields,field_description:account_customer_early_payment_discount.field_account_payment_term__early_discount_business_days
+msgid "Count Business Days"
+msgstr ""
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields,field_description:account_customer_early_payment_discount.field_account_move__display_name
+#: model:ir.model.fields,field_description:account_customer_early_payment_discount.field_account_payment_term__display_name
+msgid "Display Name"
+msgstr ""
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields,field_description:account_customer_early_payment_discount.field_account_bank_statement_line__early_payment_state
+#: model:ir.model.fields,field_description:account_customer_early_payment_discount.field_account_move__early_payment_state
+msgid "Early Payment State"
+msgstr ""
+
+#. module: account_customer_early_payment_discount
+#: model_terms:ir.ui.view,arch_db:account_customer_early_payment_discount.view_account_invoice_filter
+msgid "Early Payment to Apply"
+msgstr ""
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields,field_description:account_customer_early_payment_discount.field_account_move__id
+#: model:ir.model.fields,field_description:account_customer_early_payment_discount.field_account_payment_term__id
+msgid "ID"
+msgstr ""
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model,name:account_customer_early_payment_discount.model_account_move
+msgid "Journal Entry"
+msgstr ""
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields,field_description:account_customer_early_payment_discount.field_account_payment_term__early_discount_goods_only
+msgid "On Goods Only"
+msgstr ""
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model,name:account_customer_early_payment_discount.model_account_payment_term
+msgid "Payment Terms"
+msgstr ""
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields,field_description:account_customer_early_payment_discount.field_account_payment_term__early_discount_credit_note
+msgid "Settle with a Credit Note"
+msgstr ""
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields,help:account_customer_early_payment_discount.field_account_payment_term__early_discount_business_days
+msgid ""
+"The days to pay within are business days of the working calendar of the "
+"company: weekends and holidays do not count."
+msgstr ""
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields,help:account_customer_early_payment_discount.field_account_payment_term__early_discount_credit_note
+msgid ""
+"The discount is granted with a credit note applied to the invoice once the "
+"customer pays in time, instead of being written off when the payment is "
+"registered."
+msgstr ""
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields,help:account_customer_early_payment_discount.field_account_payment_term__early_discount_goods_only
+msgid ""
+"The discount leaves out the services of the invoice, such as freight or "
+"insurance, and takes off the goods only."
+msgstr ""
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields.selection,name:account_customer_early_payment_discount.selection__account_move__early_payment_state__available
+msgid "To Apply"
+msgstr ""
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields,help:account_customer_early_payment_discount.field_account_bank_statement_line__early_payment_state
+#: model:ir.model.fields,help:account_customer_early_payment_discount.field_account_move__early_payment_state
+msgid ""
+"To Apply: the customer paid in time and the credit note is not issued yet. "
+"Applied: the credit note is issued."
+msgstr ""

account_customer_early_payment_discount/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* account_customer_early_payment_discount
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 19.0+e\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2026-09-18 15:09+0000\n"
+"PO-Revision-Date: 2026-09-18 15:09+0000\n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"Language: es\n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: nplurals=2; plural=(n != 1);\n"
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields.selection,name:account_customer_early_payment_discount.selection__account_move__early_payment_state__applied
+msgid "Applied"
+msgstr "Aplicado"
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields,field_description:account_customer_early_payment_discount.field_account_payment_term__early_discount_business_days
+msgid "Count Business Days"
+msgstr "Contar días hábiles"
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields,field_description:account_customer_early_payment_discount.field_account_move__display_name
+#: model:ir.model.fields,field_description:account_customer_early_payment_discount.field_account_payment_term__display_name
+msgid "Display Name"
+msgstr "Nombre mostrado"
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields,field_description:account_customer_early_payment_discount.field_account_bank_statement_line__early_payment_state
+#: model:ir.model.fields,field_description:account_customer_early_payment_discount.field_account_move__early_payment_state
+msgid "Early Payment State"
+msgstr "Estado del pronto pago"
+
+#. module: account_customer_early_payment_discount
+#: model_terms:ir.ui.view,arch_db:account_customer_early_payment_discount.view_account_invoice_filter
+msgid "Early Payment to Apply"
+msgstr "Pronto pago por aplicar"
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields,field_description:account_customer_early_payment_discount.field_account_move__id
+#: model:ir.model.fields,field_description:account_customer_early_payment_discount.field_account_payment_term__id
+msgid "ID"
+msgstr "ID"
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model,name:account_customer_early_payment_discount.model_account_move
+msgid "Journal Entry"
+msgstr "Asiento contable"
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields,field_description:account_customer_early_payment_discount.field_account_payment_term__early_discount_goods_only
+msgid "On Goods Only"
+msgstr "Solo sobre bienes"
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model,name:account_customer_early_payment_discount.model_account_payment_term
+msgid "Payment Terms"
+msgstr "Términos de pago"
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields,field_description:account_customer_early_payment_discount.field_account_payment_term__early_discount_credit_note
+msgid "Settle with a Credit Note"
+msgstr "Liquidar con nota de crédito"
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields,help:account_customer_early_payment_discount.field_account_payment_term__early_discount_business_days
+msgid ""
+"The days to pay within are business days of the working calendar of the "
+"company: weekends and holidays do not count."
+msgstr ""
+"Los días del plazo son días hábiles del calendario laboral de la compañía: "
+"los fines de semana y los días festivos no cuentan."
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields,help:account_customer_early_payment_discount.field_account_payment_term__early_discount_credit_note
+msgid ""
+"The discount is granted with a credit note applied to the invoice once the "
+"customer pays in time, instead of being written off when the payment is "
+"registered."
+msgstr ""
+"El descuento se otorga con una nota de crédito aplicada a la factura cuando "
+"el cliente paga a tiempo, en lugar de cancelarse como diferencia al "
+"registrar el pago."
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields,help:account_customer_early_payment_discount.field_account_payment_term__early_discount_goods_only
+msgid ""
+"The discount leaves out the services of the invoice, such as freight or "
+"insurance, and takes off the goods only."
+msgstr ""
+"El descuento excluye los servicios de la factura, como fletes o seguros, y "
+"se aplica únicamente a los bienes."
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields.selection,name:account_customer_early_payment_discount.selection__account_move__early_payment_state__available
+msgid "To Apply"
+msgstr "Por aplicar"
+
+#. module: account_customer_early_payment_discount
+#: model:ir.model.fields,help:account_customer_early_payment_discount.field_account_bank_statement_line__early_payment_state
+#: model:ir.model.fields,help:account_customer_early_payment_discount.field_account_move__early_payment_state
+msgid ""
+"To Apply: the customer paid in time and the credit note is not issued yet. "
+"Applied: the credit note is issued."
+msgstr ""
+"Por aplicar: el cliente pagó a tiempo y la nota de crédito aún no se emite. "
+"Aplicado: la nota de crédito ya fue emitida."

account_customer_early_payment_discount/models/__init__.py

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+from . import account_move
+from . import account_payment_term