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Sale Invoice Group Method

Beta License: LGPL-3 OCA/sale-workflow Translate me on Weblate Try me on Runboat

This module allows you to combine several Sales Orders into a single invoice, if they meet the group criteria defined by the “Invoice Group Method”.

The group criteria is defined in the “Invoice Group Method” by a combination of fields of the Sales Order. “Invoice Address”, “Currency” and “Payment Term” are always included.

You can assign a default “Invoice Group Method” to customers, so that it will be proposed on their orders.

When no Invoice Group Method is defined in a Sales Order, the standard approach will be used, which groups by “Invoice Address” and “Currency”.

Note: Existing draft invoices are not considered in the process of grouping. However, you can find the feature implemented in sale_merge_draft_invoice from sale-workflow repository.

Table of contents

Installation

You need to install sale_management module for accessing the needed menus.

Configuration

  1. Go to “Sales / Configuration / Invoice Group Method”
  2. Create an Invoice Group Method and choose the fields of the Sales Order that should be equal in that particular grouping method, for their orders to be merged into the same invoice. For example, create the Invoice Group Method “By Customer” and select the field “Customer”).

Usage

Update customers

  1. Go to “Sales / Sales / Customers”
  2. Choose a customer and go to “Sales & Purchases” page.
  3. Update the “Default Invoice Group Method”

Create a Quote / Sale Order

  1. Go to “Sales / Sales / Quotations”.
  2. Create a new Quote and inside the “Other Information” page select an option from the field “Invoice Group Method”. If the customer had a default, it will have been provided already.
  3. Complete the Quote as usual.

Create Invoices

  1. Go to “Sales / Sales / Sales Orders”.
  2. Select all the sales orders with status “To invoice”.
  3. Go to “Action” and click “Invoice Order”. As a result, draft invoices will be created for the selected Sales Orders, consolidating them according to the Invoice Group Method defined.

Bug Tracker

Bugs are tracked on GitHub 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.

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

Credits

Authors

  • Eficent

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

This module is part of the OCA/sale-workflow project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.