Sale Invoice Group Method
by Eficent https://github.com/OCA/sale-workflow , Odoo Community Association (OCA) https://github.com/OCA/sale-workflow| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale)
• Invoicing (account) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Technical Name |
sale_invoice_group_method |
| License | LGPL-3 |
| Website | https://github.com/OCA/sale-workflow |
| Versions | 10.0 11.0 12.0 |
Sale Invoice Group Method
This module allows you to combine several Sales Orders into a single invoice, if they meet the split criteria defined by the 'Invoice Group Method'.
The split criteria is defined in the 'Invoice Group Method' by a combination of fields of the Sales Order. 'Invoice Address', 'Currency' and 'Payment Term' are always included.
You can assign a default 'Invoice Group Method' to customers, so that it will be proposed on their orders.
When no Invoice Group Method is defined in a Sales Order, the standard approach will be used, which groups by Sales Order.
Note: Existing draft invoices are not considered in the process of grouping. However, you can find the feature implemented in sale_merge_draft_invoice from sale-workflow repository.
Configuration
- Go to 'Sales / Configuration / Invoice Group Method'
- Create an Invoice Group Method and choose the fields of the Sales Order that should be equal in that particular grouping method, for their orders to be merged into the same invoice. For example, create the Invoice Group Method 'By Customer' and select the field 'Customer').
Usage
Update customers
- Go to 'Sales / Sales / Customers'
- Choose a customer and go to 'Sales & Purchases' page.
- Update the 'Default Invoice Group Method'
Create a Quote / Sale Order
- Go to 'Sales / Sales / Quotations'.
- Create a new Quote and inside the 'Other Information' page select an option from the field 'Invoice Group Method'. If the customer had a default, it will have been provided already.
- Complete the Quote as usual.
Create Invoices
- Go to 'Sales / Sales / Sales Orders'.
- Select all the sales orders with status 'To invoice'.
- Go to 'Action' and click 'Invoice Order'. As a result, draft invoices will be created for the selected Sales Orders, consolidating them according to the Invoice Group Method defined.
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 smashing it by providing a detailed and welcomed feedback.
Credits
Contributors
- Jordi Ballester Alomar <jordi.ballester@eficent.com>
- Roser Garcia <roser.garcia@eficent.com>
Maintainer
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.
To contribute to this module, please visit https://odoo-community.org.
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