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Sale Merge Draft Invoice

Project description

License LGPL-3

Sale Merge Draft Invoice

This module merges new invoices with existing draft ones when creating them.

The merge between invoices is done when the partner and the currency are the same.

This feature is activated from Sales / Settings and assigned to the company settings.

Users assigned to the group ‘Change sale to invoice merge proposal’ have the possibility to activate or deactivate this option at the moment of invoicing.

Configuration

  1. Go to ‘Sales / Configuration / Settings’
  2. In ‘Quotations & Sales’ go to ‘Invoices’ and activate the option ‘Merge new invoices with existing draft ones’.
  3. Go to ‘Settings / Users / Groups’ and assign to the group ‘Change sale to invoice merge proposal’ all the users that can have the possibility to activate/deactivate the option of merging the new invoice with existing draft ones.

Usage

Create an Invoice from a single Sale Order

  1. Go to ‘Sales / Sales / Sales Orders’.
  2. Select or click in a sale order.
  3. Go to ‘Action’ and click ‘Invoice Order’ or press the button ‘Invoice Order’ if you are inside a sale order. The result, in case there are draft invoices that correspond to this one, is an existing draft invoice with the new lines added. In the wizard, if the user belongs to the group ‘Change sale to invoice merge proposal’, the option to deactivate the ‘Merge with draft invoices’ is given. In this case, the result is a new draft invoice is created following the usual behaviour.

Create Invoices from a group of Sales Orders

  1. Go to ‘Sales / Sales / Sales Orders’.
  2. Select all the sales orders with status ‘To invoice’.
  3. Go to ‘Action’ and click ‘Invoice Order’. As a result, new draft invoices will be merged with existing ones when corresponding. In the wizard, if the user belongs to the group ‘Change sale to invoice merge proposal’, the option to deactivate the ‘Merge with draft invoices’ is given. In this case, the result is a new draft invoice for every sale order following the usual behaviour.
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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

Maintainer

Odoo Community Association

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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