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123 lines
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123 lines
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========================
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Account Invoice Clearing
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========================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:a09d8ef5e74817a985e8dd3d512e49a8a8d6316684764838590f571b89695ecd
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
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:target: https://odoo-community.org/page/development-status
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:alt: Alpha
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--invoicing-lightgray.png?logo=github
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:target: https://github.com/OCA/account-invoicing/tree/16.0/account_invoice_clearing
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:alt: OCA/account-invoicing
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/account-invoicing-16-0/account-invoicing-16-0-account_invoice_clearing
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/account-invoicing&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module complements the functionality of *Automatic Entries* in Accounting.
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It provides a Wizard to clear invoices by creating an intermediate journal entry.
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It allows to clear any invoice with its opposite types. *out_* types are cleared with *in_* types and vice versa.
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The invoices to be cleared have to be not paid or partially paid.
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The wizard will use the residual amount of the invoices in the clearing process.
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.. IMPORTANT::
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This is an alpha version, the data model and design can change at any time without warning.
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Only for development or testing purpose, do not use in production.
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`More details on development status <https://odoo-community.org/page/development-status>`_
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**Table of contents**
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.. contents::
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:local:
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Usage
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=====
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To use this module, you need to:
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#. You must have unpaid invoices in the system for the same contact (or his childs) in *out_* and *in_* types.
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#. Go to a view where invoices are shown. No matter if are Invoices or Bills.
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#. Select one or several invoices/bills. You can also enter an invoice/bill and click on the *Invoice clearing* button if it's open and fully paid.
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#. Fill in the top fields of the wizard and in the lines to clear field, select the lines from other invoices you want to clear.
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#. With the Sort buttons, you can sort the lines as appropriate.
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#. With the actions button, you can reset, clear or autofill the amount to be used in the order previously chosen.
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#. Check that the preview is as expected.
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#. Press the Confirm button to create the invoice clearing.
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#. A clearing journal entry will be generated for each invoice/bill to be cleared.
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#. The resulting journal entries will reconcile all their lines with the initial move lines and the clearing moves lines.
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Known issues / Roadmap
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======================
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To be able to sort the initial invoice/bill lines in the wizard with sequence
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and sort with buttons as in the clearing lines.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-invoicing/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/account-invoicing/issues/new?body=module:%20account_invoice_clearing%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Moduon
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Contributors
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~~~~~~~~~~~~
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* Eduardo de Miguel (`Moduon <https://www.moduon.team/>`__)
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* Rafael Blasco (`Moduon <https://www.moduon.team/>`__)
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Other credits
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~~~~~~~~~~~~~
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The development of this module has been financially supported by:
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* Moduon Team S.L.
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-Shide| image:: https://github.com/Shide.png?size=40px
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:target: https://github.com/Shide
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:alt: Shide
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-Shide|
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This module is part of the `OCA/account-invoicing <https://github.com/OCA/account-invoicing/tree/16.0/account_invoice_clearing>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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