odoo-addon-account-reconcile-sale-order 18.0.1.0.1

Invoice and reconcile sales orders

Reconcile sales orders

This module allows a workflow where you don’t invoice sales orders until you’ve received a payment.

That’s useful ie for webshops with non-instant payment like wire transfer, where you might have a lot of customers not doing the payment after all, which results in extra work for cancellation of the invoices/orders involved.

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

• Configuration

• Usage

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Configuration

To configure this module, you need to:

1. Go to Invoicing/Configuration/Reconciliation Models

2. Create a model of type Rule to match sales orders

Usage

To use this module, you need to:

1. Have a payment on a bank statement matching the amount of an invoiceable sales order

2. Enter the reconciliation screen

3. Observe that the sales order is offered as reconciliation counterpart

4. You can manually select and deselect sales orders in the sales orders tab of the reconciliation widget

Note the reconciliation only works if fully invoicing the sales order yields an invoice over the order’s total amount. Usually this means that all products in the sales order must have invoicing policy Ordered quantities.

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

• Hunki Enterprises BV

Contributors

• Holger Brunn <[e-mail]> (https://hunki-enterprises.com)

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-reconcile project on GitHub.

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