| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 113 |
| Technical Name |
eg_merge_invoice |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 113 |
| Technical Name |
eg_merge_invoice |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
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Merge Invoices
The Merge Invoices module enhances Odooâs accounting capabilities by enabling users to combine two or more draft invoices into a single, consolidated invoice with ease. Designed to streamline financial workflows, this module reduces manual effort, improves accuracy, and simplifies invoice management. With flexible merge options, users can decide how original invoices are handled whether to retain, cancel, or delete them ensuring full control over accounting processes while maintaining clean and organized records.
Features
Screenshots
Support
Service
Features
Flexible Invoice Merging Options
The module provides multiple merge strategies, allowing users to tailor the process based on their business needs. Users can create a new consolidated invoice while choosing to keep the original invoices unchanged, cancel them, or delete them entirely. This flexibility ensures that different accounting policies and workflows are supported without additional customization.
Multi-Invoice Consolidation for Efficient Billing
Users can merge two or more draft invoices, even with different invoice dates, into a single invoice for the same customer. This feature is especially useful for businesses that generate multiple invoices over time and prefer unified billing for simplicity. By consolidating invoices, organizations can improve customer communication, reduce administrative overhead, and streamline payment tracking, leading to faster reconciliation and improved cash flow management.
Smart Validation and Control Mechanisms
The module includes built-in validation rules to ensure accurate and meaningful merges. It enforces conditions such as requiring at least two draft invoices for merging and restricting certain merge types to invoices belonging to the same customer.
Screenshot
1.) Initiating the Merge Invoice Action
Select the two or more draft invoices and Go to the âActionâ tab and select âMerge Invoiceâ from the dropdown menu.
2.) Selecting Merge Types
A dedicated popup allows users to choose how invoices should be merged and how the original records will be handled. Options include creating a new invoice while keeping existing ones unchanged, canceling them, or deleting them entirely. Certain options ensure that invoices belong to the same customer, while others offer more flexibility, giving users full control over the merging process based on their workflow needs.
3.) Warning for Insufficient Invoice Selection
A notification appears when fewer than two invoices are selected, ensuring that the merge operation is only performed when valid conditions are met. This helps prevent accidental or incomplete actions.
4.) Customer Validation Warning
When attempting restricted merge types with invoices belonging to different customers, a warning prompts the user to correct the selection. This ensures consistency and prevents incorrect invoice consolidation.
5.) Draft State Validation Warning
An alert is shown if invoices not in draft state are selected, reinforcing the rule that only draft invoices can be merged. This protects finalized financial records and maintains proper accounting practices.
User Guide
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team@inkerp.com
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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