| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 243 |
| Technical Name |
bd_merge_invoice_record |
| License | OPL-1 |
| Website | https://beyondatagroup.com/ |
| Versions | 15.0 16.0 17.0 18.0 19.0 |
Merge Invoices
ADD A PERSONAL TOUCH AND AID IN NAVIGATION AND ORGANIZATION
This customization not only adds a personal touch to the interface but also aids in efficient navigation and organization within the Odoo system.
Supported Editions
Merge Invoices
Community
Enterprise
KEY HIGHLIGHTS
Merge Invoices
Seamless Invoice Merge
Merge multiple draft invoices or bills for the same customer or vendor with just one click, simplifying invoice management and reducing clutter.
Currency Conversion Enabled
Automatically handle invoices in different currencies by converting and standardizing them to a selected currency for smooth and accurate merging.
Customer/Vendor Validation Ensured
Ensures selected invoices belong to the same customer/vendor, preventing cross-partner merging and maintaining data integrity.
Merge into Existing or New Invoice
Provides the flexibility to either append merged data into an existing invoice or create a brand-new merged invoice, based on user preference.
Cancel/Delete Originals
After merging, users can choose to automatically cancel or delete the original invoices, helping keep records clean and organized.
Error-Free Merging Process
Built with validation checks and restrictions (such as only processing draft invoices) to ensure smooth, accurate, and error-free merging every time.
Draft State Restriction
Only invoices or bills in draft status can be merged, which reduces the risk of inconsistencies in posted or finalized records.
User-Friendly Wizard Interface
Simplifies the merge process with an intuitive wizard that guides users through selecting invoices, choosing merge options, and executing the merge efficiently.
Overview
Merge Invoices
The "Merge Invoices" module lets
users combine multiple invoices or
bills into one in Odoo. It works
with customer invoices and vendor
bills. The module supports merging
invoices in multiple currencies,
allowing users to choose the
currency for the merged invoice. It
is designed to simplify invoice
management by reducing the number of
individual invoices when customers
or vendors have multiple open draft
invoices.
The "Merge Invoices" module lets users combine multiple invoices or bills into one in Odoo. It works with customer invoices and vendor bills. The module supports merging invoices in multiple currencies, allowing users to choose the currency for the merged invoice. It is designed to simplify invoice management by reducing the number of individual invoices when customers or vendors have multiple open draft invoices.
Screenshots
Merge Invoices
Configuration
Once the ‘Merge Invoices’ module
is installed, the
"Merge Invoice" option will
appear in the Action menu.
To use it, select
two or more invoices/bills, go
to the Action menu, and click on
"Merge Invoices".
A popup will open where you can select a merging option, displaying four available choices.
New Invoice/Bill and Cancel Selected:
This option merges the selected invoices into a new invoice and cancels the original selected invoices.
You can see that both selected invoices are canceled, and a new merged invoice is created in draft state.
New Invoice/Bill and Delete Selected Invoices:
This option merges the selected invoices into a new invoice and deletes the original selected invoices.
You can see that both selected invoices are deleted, and a new merged invoice is created in draft state.
Merge Invoices/Bills into an Existing Selected Invoice/Bill and Cancel Others:
This option merges the selected invoices into an existing invoice (chosen in the wizard) and cancels the remaining selected invoices.
You can see that the invoices are merged into the existing one, and the other invoice is canceled.
Merge Invoices/Bills into an Existing Selected Invoice/Bill and Delete Others:
This option merges the selected invoices into an existing invoice (chosen in the wizard) and deletes the remaining selected invoices.
You can see that the invoices are merged into the existing one, and the other invoice is deleted.
Merge in Different Currency
Select two or more invoices/bills, go to the Action menu, and click on "Merge Invoices".
It will open a popup where you can select a merging option. You can choose any option for merging with currency.
Here, you can see the merged invoice with the selected currency.
Note: The currency rate will be fetched automatically which is the default multi-currency functionality of odoo.
Warning/Validations
If the user has selected only one invoice, the system will show an error.
If the user has selected 2 different customer invoices, the system will show an error.
If the user has selected 2 invoices with different currencies, the system will show an error.
The system will show an error if the invoice is not in the draft stage.
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