odoo-addon-l10n-jp-summary-invoice-carryover 19.0.1.0.0.2

Configuration

The visibility of carryover amounts in the report can be controlled at three levels:

1. Company (default for all partners): Go to Settings > Invoicing > Japan Summary Invoice and enable/disable Show Carryover Amounts.

2. Partner (override for specific customers): Go to the partner form, under Sales & Purchases > Summary Invoice, set Show Carryover Amounts to:

   • Use Company Default: Follow the company setting

   • Yes: Always show carryover amounts

   • No: Never show carryover amounts

3. Billing (per-billing override): In the billing form under the Carryover tab, the Show Carryover Amounts checkbox is computed from the partner setting but can be manually adjusted.

Usage

1. When creating a new billing, the system automatically finds the most recent validated billing for the same partner and calculates:

   • Previous Billed Amount: Total amount from the previous billing.

   • Payment Amount: Payments received on the previous billing invoices.

   • Carryover Amount: Previous billed amount minus payments.

2. Use the Manual Adj. toggle to manually override the computed values if needed. This is useful when the previous billing was created before this module was installed or when adjustments are required.

3. When the billing is validated, the current computed values are automatically frozen by enabling the manual override toggles. This ensures that subsequent payments on previous invoices do not affect the validated billing’s carryover amounts.

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

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 maintainers:

This module is part of the OCA/l10n-japan project on GitHub.

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