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467 lines
15 KiB
HTML
467 lines
15 KiB
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</head>
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<body>
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<div class="document" id="account-invoice-clearing">
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<h1 class="title">Account Invoice Clearing</h1>
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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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!! source digest: sha256:a09d8ef5e74817a985e8dd3d512e49a8a8d6316684764838590f571b89695ecd
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Alpha" src="https://img.shields.io/badge/maturity-Alpha-red.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/account-invoicing/tree/16.0/account_invoice_clearing"><img alt="OCA/account-invoicing" src="https://img.shields.io/badge/github-OCA%2Faccount--invoicing-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/account-invoicing-16-0/account-invoicing-16-0-account_invoice_clearing"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/account-invoicing&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>This module complements the functionality of <em>Automatic Entries</em> 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. <em>out_</em> types are cleared with <em>in_</em> 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.</p>
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<div class="admonition important">
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<p class="first admonition-title">Important</p>
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<p class="last">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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<a class="reference external" href="https://odoo-community.org/page/development-status">More details on development status</a></p>
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</div>
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<p><strong>Table of contents</strong></p>
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<div class="contents local topic" id="contents">
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<ul class="simple">
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<li><a class="reference internal" href="#usage" id="toc-entry-1">Usage</a></li>
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<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-2">Known issues / Roadmap</a></li>
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<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
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<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
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<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
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<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
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<li><a class="reference internal" href="#other-credits" id="toc-entry-7">Other credits</a></li>
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<li><a class="reference internal" href="#maintainers" id="toc-entry-8">Maintainers</a></li>
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</ul>
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</li>
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</ul>
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</div>
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<div class="section" id="usage">
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<h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1>
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<p>To use this module, you need to:</p>
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<ol class="arabic simple">
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<li>You must have unpaid invoices in the system for the same contact (or his childs) in <em>out_</em> and <em>in_</em> types.</li>
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<li>Go to a view where invoices are shown. No matter if are Invoices or Bills.</li>
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<li>Select one or several invoices/bills. You can also enter an invoice/bill and click on the <em>Invoice clearing</em> button if it’s open and fully paid.</li>
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<li>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.</li>
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<li>With the Sort buttons, you can sort the lines as appropriate.</li>
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<li>With the actions button, you can reset, clear or autofill the amount to be used in the order previously chosen.</li>
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<li>Check that the preview is as expected.</li>
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<li>Press the Confirm button to create the invoice clearing.</li>
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<li>A clearing journal entry will be generated for each invoice/bill to be cleared.</li>
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<li>The resulting journal entries will reconcile all their lines with the initial move lines and the clearing moves lines.</li>
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</ol>
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</div>
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<div class="section" id="known-issues-roadmap">
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<h1><a class="toc-backref" href="#toc-entry-2">Known issues / Roadmap</a></h1>
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<p>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.</p>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#toc-entry-3">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-invoicing/issues">GitHub Issues</a>.
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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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<a class="reference external" href="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**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<h1><a class="toc-backref" href="#toc-entry-4">Credits</a></h1>
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<div class="section" id="authors">
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<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
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<ul class="simple">
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<li>Moduon</li>
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</ul>
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</div>
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<div class="section" id="contributors">
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<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
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<ul class="simple">
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<li>Eduardo de Miguel (<a class="reference external" href="https://www.moduon.team/">Moduon</a>)</li>
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<li>Rafael Blasco (<a class="reference external" href="https://www.moduon.team/">Moduon</a>)</li>
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</ul>
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</div>
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<div class="section" id="other-credits">
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<h2><a class="toc-backref" href="#toc-entry-7">Other credits</a></h2>
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<p>The development of this module has been financially supported by:</p>
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<ul class="simple">
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<li>Moduon Team S.L.</li>
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</ul>
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</div>
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<div class="section" id="maintainers">
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<h2><a class="toc-backref" href="#toc-entry-8">Maintainers</a></h2>
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<p>This module is maintained by the OCA.</p>
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<a class="reference external image-reference" href="https://odoo-community.org">
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<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" />
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</a>
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<p>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.</p>
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<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
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||
<p><a class="reference external image-reference" href="https://github.com/Shide"><img alt="Shide" src="https://github.com/Shide.png?size=40px" /></a></p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/account-invoicing/tree/16.0/account_invoice_clearing">OCA/account-invoicing</a> project on GitHub.</p>
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<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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