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This addon allows to define clearance plans in order to reorganize debts (own and customers' ones).

Project description

Beta License: AGPL-3 OCA/account-financial-tools Translate me on Weblate Try me on Runbot

This module allows to reorganize customers debts in case of difficult financial conditions in order to spread the debts over a longer period of time. The module can also be used in a similar way for the user’s company in case their suppliers offer them the opportunity to discuss a clearance plan.

One can decide the debts to be part of the clearance plan (all partner’s debts or some of them only) and split this amount into new financial commitments at new dates. Please notice that one clearance plan = one payable/receivable account.

Table of contents

Usage

To use this module, you need to:

  1. Go to Invoicing > Accounting > Journal Items, or Invoicing > Vendor Bills, or Invoicing > Customer Invoices
  2. Then select the journal items or invoices and go to Action > Clearance Plan
  3. Choose a journal for the new entry that will be created. Default journal can be configured in Invoicing > Configuration > Settings > Clearance Plan
  4. Add one line for each new payment amounts and dates you would like to set.
  5. Click Confirm, the journal items or invoices you selected are now reconciled and new journal items are open according to your choices.

Known issues / Roadmap

  • Support VAT on collection (Taxes due upon payment, e.g. in France)

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.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • ACSONE SA/NV

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-financial-tools project on GitHub.

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

Project details


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