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======================== | ||
Account Invoice Clearing | ||
======================== | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:92e9f3c4fed7e9092315ca511cc7ec5bb4af3700968dedcaa5c9de0eff4a58cd | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Alpha | ||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--invoicing-lightgray.png?logo=github | ||
:target: https://github.com/OCA/account-invoicing/tree/16.0/account_invoice_clearing | ||
:alt: OCA/account-invoicing | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/account-invoicing-16-0/account-invoicing-16-0-account_invoice_clearing | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/account-invoicing&target_branch=16.0 | ||
: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. | ||
It provides a Wizard to clear invoices by creating an intermediate journal entry. | ||
It allows to clear any invoice with its opposite types. *out_* types are cleared with *in_* types and vice versa. | ||
The invoices to be cleared have to be not paid or partially paid. | ||
The wizard will use the residual amount of the invoices in the clearing process. | ||
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.. IMPORTANT:: | ||
This is an alpha version, the data model and design can change at any time without warning. | ||
Only for development or testing purpose, do not use in production. | ||
`More details on development status <https://odoo-community.org/page/development-status>`_ | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Usage | ||
===== | ||
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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. | ||
#. Go to a view where invoices are shown. No matter if are Invoices or Bills. | ||
#. 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. | ||
#. 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. | ||
#. With the Sort buttons, you can sort the lines as appropriate. | ||
#. With the actions button, you can reset, clear or autofill the amount to be used in the order previously chosen. | ||
#. Check that the preview is as expected. | ||
#. Press the Confirm button to create the invoice clearing. | ||
#. A clearing journal entry will be generated for each invoice/bill to be cleared. | ||
#. 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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To be able to sort the initial invoice/bill lines in the wizard with sequence | ||
and sort with buttons as in the clearing lines. | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-invoicing/issues>`_. | ||
In case of trouble, please check there if your issue has already been reported. | ||
If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
`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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Authors | ||
~~~~~~~ | ||
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* Moduon | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* Eduardo de Miguel (`Moduon <https://www.moduon.team/>`__) | ||
* Rafael Blasco (`Moduon <https://www.moduon.team/>`__) | ||
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Other credits | ||
~~~~~~~~~~~~~ | ||
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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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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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.. |maintainer-Shide| image:: https://github.com/Shide.png?size=40px | ||
:target: https://github.com/Shide | ||
: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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from . import models | ||
from . import wizards |
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# Copyright 2023 Moduon Team S.L. | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0) | ||
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{ | ||
"name": "Account Invoice Clearing", | ||
"summary": "Account invoice clearing wizard", | ||
"version": "16.0.1.0.0", | ||
"development_status": "Alpha", | ||
"category": "Accounting/Accounting", | ||
"website": "https://github.com/OCA/account-invoicing", | ||
"author": "Moduon, Odoo Community Association (OCA)", | ||
"maintainers": ["Shide"], | ||
"license": "AGPL-3", | ||
"application": False, | ||
"depends": [ | ||
"account", | ||
], | ||
"data": [ | ||
"security/ir.model.access.csv", | ||
"views/account_move_view.xml", | ||
"wizards/account_invoice_clearing_wizard_views.xml", | ||
], | ||
} |
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