Account Invoice Clearing
Account invoice clearing wizard
Account Invoice Clearing
This module complements the functionality of Automatic Entries in Accounting. It provides a Wizard to clear invoices by creating an intermediate journal entry. It allows to clear any invoice with its opposite types. out_ types are cleared with in_ types and vice versa. The invoices to be cleared have to be not paid or partially paid. The wizard will use the residual amount of the invoices in the clearing process.
Important
This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status
Table of contents
Usage
To use this module, you need to:
- You must have unpaid invoices in the system for the same contact (or his childs) in out_ and in_ types.
- Go to a view where invoices are shown. No matter if are Invoices or Bills.
- Select one or several invoices/bills. You can also enter an invoice/bill and click on the Invoice clearing button if it's open and fully paid.
- Fill in the top fields of the wizard and in the lines to clear field, select the lines from other invoices you want to clear.
- With the Sort buttons, you can sort the lines as appropriate.
- With the actions button, you can reset, clear or autofill the amount to be used in the order previously chosen.
- Check that the preview is as expected.
- Press the Confirm button to create the invoice clearing.
- A clearing journal entry will be generated for each invoice/bill to be cleared.
- The resulting journal entries will reconcile all their lines with the initial move lines and the clearing moves lines.
Known issues / Roadmap
To be able to sort the initial invoice/bill lines in the wizard with sequence and sort with buttons as in the clearing lines.
Bug Tracker
Bugs are tracked on GitHub 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.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Moduon
Maintainers
This module is maintained by the OCA.
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.
Current maintainer:
This module is part of the OCA/account-invoicing project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
Once the user has seen at least one product this snippet will be visible.