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103 lines
3.3 KiB
ReStructuredText
103 lines
3.3 KiB
ReStructuredText
Customer Invoices
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~~~~~~~~~~~~~~~~~
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The AvaTax module is integrated into Sales Invoices
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and is applied to each transaction.
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The transaction log in the AvaTax dashboard shows the invoice details
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and displays whether the transaction is in an uncommitted or committed status.
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A validated invoice will have a Committed status
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and a cancelled invoice will have a Voided status.
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The module will check if there is a selected warehouse
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and will automatically determine the address of the warehouse
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and the origin location.
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If no address is assigned to the warehouse, the company address is used.
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Discounts are handled when they are enabled in Odoo's settings.
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They are calculated as a net deduction on the line item cost
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before the total is sent to AvaTax.
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Create New Customer Invoice
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^^^^^^^^^^^^^^^^^^^^^^^^^^^
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- Navigate to: Accounting or Invoicing >> Customers >> Invoices.
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- Click Create button.
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Validate Invoice
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^^^^^^^^^^^^^^^^
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- Ensure that Tax based on shipping address is checked.
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- Line items should have AVATAX selected under Taxes for internal records.
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- To complete the invoice, click the Validate button.
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- The sale order will now appear in the AvaTax dashboard.
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Register Payment
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^^^^^^^^^^^^^^^^
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- Click the Register Payment button to finalize the invoice.
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Customer Refunds
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^^^^^^^^^^^^^^^^
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Odoo applies refunds as opposed to voids in its accounting module.
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As with customer invoices, the AvaTax module is integrated
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with customer refunds and is applied to each transaction.
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Refunded invoice transactions will be indicated
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with a negative total in the AvaTax interface.
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Initiate Customer Refund
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- Navigate to: Accounting or Invoicing >> Customers >> Invoices
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- Select the invoice you wish to refund
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- Click Add Credit Note button
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Create Credit Note
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- Under Credit Method, select Create a draft credit note.
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- Enter a reason.
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- Click Add Credit Note button.
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Note: You will be taken to the Credit Notes list view
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Validate Refund
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- Select the Credit Note you wish to validate, review and then click Validate button.
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Register Refund Payment
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- Click Register Payment button to complete a refund
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Sales Orders
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~~~~~~~~~~~~
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The AvaTax module is integrated into Sales Orders and allows computation of taxes.
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Sales order transactions do not appear in the in the AvaTax interface.
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The information placed in the sales order will automatically pass to the invoice
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on the Avalara server and can be viewed in the AvaTax control panel.
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Discounts are handled when they are enabled in Odoo's settings.
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They will be reported as a net deduction on the line item cost.
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Create New Sales Order
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- Navigate to: Sales >> Orders >> Orders
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- Click Create button
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Compute Taxes with AvaTax
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- The module will calculate tax when the sales order is confirmed,
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or by navigating to Action >> Update taxes with Avatax.
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At this step, the sales order will retrieve the tax amount from Avalara
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but will not report the transaction to the AvaTax dashboard.
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Only invoice, refund, and payment activity are reported to the dashboard.
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- The module will check if there is a selected warehouse
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and will automatically determine the address of the warehouse
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and the origin location. If no address is assigned to the warehouse
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the module will automatically use the address of the company as its origin.
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Location code will automatically populate with the warehouse code
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but can be modified if needed.
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