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Merge PR #1858 into 16.0
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123 changes: 123 additions & 0 deletions account_invoice_clearing/README.rst
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========================
Account Invoice Clearing
========================

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.. |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

|badge1| |badge2| |badge3| |badge4| |badge5|

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.

.. 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>`_

**Table of contents**

.. contents::
:local:

Usage
=====

To use this module, you need to:

#. 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.

Known issues / Roadmap
======================

To be able to sort the initial invoice/bill lines in the wizard with sequence
and sort with buttons as in the clearing lines.

Bug Tracker
===========

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**>`_.

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

Credits
=======

Authors
~~~~~~~

* Moduon

Contributors
~~~~~~~~~~~~

* Eduardo de Miguel (`Moduon <https://www.moduon.team/>`__)
* Rafael Blasco (`Moduon <https://www.moduon.team/>`__)

Other credits
~~~~~~~~~~~~~

The development of this module has been financially supported by:

* Moduon Team S.L.

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

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.

.. |maintainer-Shide| image:: https://github.com/Shide.png?size=40px
:target: https://github.com/Shide
:alt: Shide

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-Shide|

This module is part of the `OCA/account-invoicing <https://github.com/OCA/account-invoicing/tree/16.0/account_invoice_clearing>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 2 additions & 0 deletions account_invoice_clearing/__init__.py
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from . import models
from . import wizards
23 changes: 23 additions & 0 deletions account_invoice_clearing/__manifest__.py
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# Copyright 2023 Moduon Team S.L.
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0)

{
"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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