Invoice Lines Summary
by T.V.T Marine Automation (aka TVTMA) https://viindoo.com/apps/app/16.0/to_invoice_line_summary , Viindoo https://viindoo.com/apps/app/16.0/to_invoice_line_summary$ 11.30
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 324 |
| Technical Name |
to_invoice_line_summary |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/16.0/to_invoice_line_summary |
| Versions | 10.0 11.0 12.0 13.0 14.0 15.0 16.0 |
Demo video: Invoice Lines Summary
Enhance your accounting workflow with the Invoice Line Summary module. By intelligently consolidating invoice lines, this module simplifies data presentation and optimizes reporting. Perfect for businesses managing large or complex invoices, it ensures clarity and efficiency in accounting operations.
Key Features
- Flexible Grouping Options: Summarize invoice lines based on product, price, tax, and discount criteria.
- Summary Invoice PDF Generation: Automatically generate a summary version of the invoice alongside the full version. Print invoices in both formats for cleaner presentations and better communication.
Business Value
- Improve invoice readability and streamline financial reporting processes.
- Save time by automating invoice line consolidation, reducing manual work.
- Enable clear and accurate cost summaries, aiding in financial analysis and decision-making.
- Simplify complex invoices for customers and internal stakeholders.
Who Should Use This Module?
This module is ideal for businesses with high-volume invoicing or complex billing processes, such as wholesale distributors, service-based companies, or e-commerce platforms. Whether you are managing product or service invoices, Invoice Line Summary ensures your data remains clean, organized, and easy to analyze.
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_invoice_line_summary.
- Press Install.
Instruction
Instruction video: Invoice Lines Summary
Create customer invoice with multiple lines of the same product
Create a customer invoice. On this invoice, select multiple invoice line of the same product or product variant. For example: On the invoice line select 2 lines of product variants White pen (Small) and one line of White pen (Large).
Summarize the invoice lines
On the invoice interface, you can see the Invoice Lines Summary tab. There are 2 different modes to select and preview:
Invoice Summary Line Mode:
- Product (Variant), Unit price, Tax, Discount: Select this mode if you want to summarize the invoice lines by product/product variant and also separate lines when each unit price, tax, or discount amount is different.
- Product (Variant), Tax, Discount: Select this mode if you want to summarize the invoice lines by product/product variant and also separate lines when each tax or discount amount is different. The system will automatically calculate the average unit price according to the formula: Unit price = Total price of the product lines/Total quantity. For example, there are 2 invoice lines of variant White pen (Small).
- Line 1: Price: 120.000, quantity: 2.
- Line 2: Price: 100.000, quantity: 1.
After summarizing, the new product unit price = [(120.000 * 2 + (100.000 * 1)] / (2+1) = 113,333.
- Product template, Unit price, Tax, Discount: Select this mode if you don't want to summarize the invoice lines by product/product variant but still separate lines when each tax or discount amount is different.
- Product template, Tax, Discount: Select this mode if you don't want to summarize the invoice lines by product/product variant but still separate lines when each tax or discount amount is different. The system will automatically calculate the average unit price according to the formula: Unit price = Total price of the product lines/Total quantity. For example, there are 3 invoice lines of product White pen.
- Line 1: Price: 120.000, quantity: 2.
- Line 2: Price: 100.000, quantity: 1.
- Line 3: Price: 150.000, quantity: 1.
After summarizing, the new product unit price = [(120.000 * 2 + (100.000 * 1) + (150.000 * 1)] / (2+1+1) = 122.500.
Invoice Display Mode:
- Invoice Lines: Show the original invoice lines (without invoice line summary). Press Save, select Print > Invoices to print, or Preview to preview the customer invoice.
- Invoice Line Summary Lines: Show the invoice according to the selected Invoice Summary Line Mode. Press Preview to preview the customer invoice.
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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