Merge Customer Invoices – Auto Credit Notes & Batch Tracking
by Atliis 360 https://www.atliis.com/$ 48.99
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 547 |
| Technical Name |
atliis_invoice_merge |
| License | OPL-1 |
| Website | https://www.atliis.com/ |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 547 |
| Technical Name |
atliis_invoice_merge |
| License | OPL-1 |
| Website | https://www.atliis.com/ |
| Versions | 17.0 18.0 19.0 |
Merge Customer Invoices
Auto Credit Notes & Batch Tracking
Consolidate multiple posted customer invoices into one — with automatic credit note generation, duplicate line consolidation, batch tracking, and a complete audit trail. Your ledger stays balanced at all times.
Merge posted invoices into a single clean record
Select two or more posted, unpaid customer invoices and merge them in one click. Credit notes are generated automatically, lines are consolidated, and every document is linked in a traceable batch record.
Smart Invoice Merging
Select invoices from the list, trigger Actions > Merge Invoices, review the summary, and confirm in one step.
Auto Credit Notes
A credit note is automatically created and posted for each source invoice, fully reversing them in the accounting ledger.
Duplicate Line Consolidation
Identical lines across source invoices are combined into one row with summed quantities — keeping the merged invoice clean and concise.
Batch Invoice Tracking
Every merge creates a B-INV-XXXXXXX batch record linking the consolidated invoice, source invoices, and credit notes.
From multiple invoices to one clean record — automatically
No manual reversals, no ledger imbalance. Every merge flows through three steps with full traceability.
-
1
Select
Choose two or more posted, unpaid invoices from the same customer in the list view. -
2
Merge
Review the merge summary, set the date and optional reason, then confirm. -
3
Result
A consolidated invoice and auto-generated credit notes are ready — the batch record links everything together.
Merge, track, and cancel invoices
Follow these steps to set invoice dates, merge invoices, review batch records, and cancel a completed merge when needed.
Set Invoice Date & Post (optional)
Before merging, you may need to post draft invoices with a specific invoice date. Select draft invoices from the list, then open Actions > Set Invoice Date & Post.
Click Post with Date to update the date and confirm all selected invoices at once, or Set Date Only to update the invoice date without posting.
Open the Merge Invoices wizard
Go to Accounting > Customers > Invoices, select two or more posted, unpaid invoices from the same customer, then click Actions > Merge Invoices.
The wizard shows the customer, the number of invoices selected, the combined total, and the merge date. Add an optional merge reason, then click Merge Invoices to confirm.
Review the Batch Invoice record
After a merge, a batch record is created automatically under Accounting > Customers > Batch Invoices. The batch form links the consolidated invoice, all source invoices, all auto-generated credit notes, and the merge reason.
The batch code follows the B-INV-XXXXXXX sequence and its status moves from Draft to Done once the merge is confirmed.
Browse all batch merges
The Batch Invoices list view gives an overview of all merge operations with their code, customer, total amount, status, and company.
Use the list to find a specific batch, check its status, or open it to view the full merge details.
Review the consolidated invoice
The consolidated invoice contains all merged line items. Identical lines across source invoices are combined into one row with summed quantities.
The Invoices smart button shows the count of source invoices. A Batch Invoice field links directly to the batch record. Post, Reset to Draft, and Credit Note buttons are restricted on source invoices to preserve data integrity.
Cancel a batch merge
Open a completed batch from Accounting > Customers > Batch Invoices and click Cancel to fully reverse the entire merge.
Cancellation automatically cancels the consolidated invoice and all auto-generated credit notes, then unlinks the source invoices from the batch — restoring them to an independent state.
Built-in validations
All validations run before the merge wizard opens, giving immediate feedback so issues are fixed before the merge begins.
The module enforces: at least two invoices selected, customer invoices only, all in Posted state, all unpaid, same customer, same currency, and same company.
Install and start merging
Install the module, then select posted invoices from the invoice list and use Actions > Merge Invoices to begin.
1. Add the module
Copy atliis_invoice_merge into your Odoo addons
path.
2. Update Apps
Restart Odoo, update the app list, and install Merge Customer Invoices.
3. Select invoices
Go to Accounting > Customers > Invoices, select two or more posted, unpaid invoices from the same customer.
4. Merge and track
Use Actions > Merge Invoices, confirm the wizard, and track the result under Batch Invoices.
Common questions
Which invoices can be merged?
Only customer invoices (out_invoice) that are in
Posted state, fully unpaid, belong to the same
customer, use the same currency, and are in the same company. At least
two invoices must be selected.
What happens to the original invoices after a merge?
A credit note is automatically created and posted for each source invoice, fully reversing them in the accounting ledger. The original invoices remain visible but have their payment, reset-to-draft, and manual credit note buttons restricted to preserve data integrity.
How are duplicate invoice lines handled?
Lines with identical product, account, price, discount, taxes, and description across source invoices are automatically combined into a single line with summed quantities. Lines with different attributes remain as separate rows in the merged invoice.
Can I undo a completed merge?
Yes. Open the batch record from Accounting > Customers > Batch Invoices and click Cancel. The consolidated invoice and all auto-generated credit notes are cancelled automatically, and the source invoices are unlinked from the batch.
Where can I see all merge operations?
Go to Accounting > Customers > Batch Invoices. Each batch record has a unique B-INV-XXXXXXX code and shows the customer, total amount, status, and links to all related documents.
Get in touch with us
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