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Adds rounding, months, weeks and multiple payment days properties on payment term lines

Project description

Beta License: AGPL-3 OCA/account-payment Translate me on Weblate Try me on Runboat

This module extends the functionality of payment terms to:

  • select “Percent (untaxed amount)” type in lines for using the base amount instead of the total (with taxes) one.

  • support rounding, months and weeks on payment term lines

  • allow to set more than one day of payment in payment terms

  • if a payment term date is a holiday, it is postponed to a selected date

  • allow to apply a chronological order on lines

    • for example, with a payment term which contains 2 lines

      • on standard, the due date of all lines is calculated from the invoice date

      • with this feature, the due date of the second line is calculated from the due date of the first line

Table of contents

Configuration

To configure the Payment Terms and see the new options on the Payment Term Lines, you need to:

  1. Go to the menu Invoicing > Configuration > Invoicing > Payment Terms.

To use multiple payment days, define for each payment term line which payment days apply, separated by spaces, commas or dashes. To use holidays, insert the holiday and the date payment terms will be postponed to.

To modify the type of delay options available in the payment terms, you need to:

  1. Go to the menu Invoicing > Configuration > Settings > Payment Terms.

  2. Choose an option from:

    • Days

    • Days and Weeks

    • Days and Months

    • Days, Weeks and Months

Usage

Go to Invoicing > Customers > Invoices and edit any invoice or create a new one.

Select any payment term and set a date in invoice.

You must see the due date based on this payment term.

Known issues / Roadmap

This module is not compatible with cash rounding

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

  • Camptocamp

  • Tecnativa

  • Agile Business Group

Contributors

Other credits

The migration of this module from 17.0 to 18.0 was financially supported by THERA S.R.L.

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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 project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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