One partner, one invoice not ten
Merge Invoices & Bills consolidates a customer's scattered invoices or a supplier's scattered bills into one trusted document — with a full preview of totals, taxes and GL impact before you ever commit.
A customer who orders five times a month receives five separate invoices; a supplier who delivers ten times sends ten separate bills. Accounting teams end up reconciling payments line by line, chasing multiple small disputes, and closing the month slower than they should — because native Odoo has no safe way to fold a partner's documents into one.
Select any set of same-partner invoices, bills or credit notes and run a guided wizard that previews the consolidated lines, indicative totals and GL impact before anything is committed. Choose to build a new document or merge into an existing draft, decide the plain-language fate of the originals, and get a full audit trail back to every source document.
Everything you need to consolidate with confidence
Every capability below is implemented in the module.
Live pre-merge preview
See every consolidated line, indicative untaxed amount, tax and grand total before you commit — no blind, irreversible clicks.
GL impact before you commit
Review which accounts and balances will change ahead of time, grouped by account, so finance can approve the merge with confidence.
Merge to new or into existing
Build a fresh consolidated document, or append the selected sources onto an existing draft invoice or bill for the same partner.
Plain-language source fate
Cancel the originals and keep them for audit, permanently delete draft originals, or leave them unchanged — each choice explained in one clear sentence, never a cryptic toggle.
Guided posted-document handling
Selecting a posted invoice or bill does not dead-end the merge — opt in to reset it to draft first, with the consequence stated plainly before you confirm.
Dedicated, discoverable action
A clearly labelled "Merge Selected" action sits right in the invoice or bill list toolbar — select the rows and go, no digging through menus.
Full audit trail
Every merge is logged in a dedicated Merge History record with the partner, strategy, source fate and totals, plus smart-button links from the consolidated document back to its sources.
Safe by default
Merges spanning more than one currency, company or document type are blocked with a clear explanation instead of silently producing wrong totals.
Optional approval gate
Turn on a company setting to require a Merge Approver's confirmation before any merge is committed — light governance without a heavy workflow.
How it works
Select the documents
Tick two or more invoices, bills or credit notes for the same partner in the list view, then choose "Merge Selected".
Review the preview
The wizard shows every consolidated line, indicative totals and the GL accounts that will move — before anything is written.
Choose strategy and fate
Pick new-document or merge-into-existing, then decide whether the originals are cancelled, deleted or kept unchanged.
Confirm and trace
Commit the merge to open the consolidated document, with a logged Merge History record and smart-button links back to every source.
See it in action
From selecting documents to a fully traceable consolidated invoice.
The flagship merge wizard: three selected documents, populated preview lines, indicative totals and plain-language source fate — nothing is committed until you confirm.
Select any set of draft or posted invoices in the standard list view — the merge action is one click away in the Actions menu.
The consolidated invoice carries a "Source Docs" smart button, so anyone opening it can jump straight back to every original document.
The Merge History log lists every consolidation ever run, with partner, strategy, source fate and totals at a glance.
Open any Merge History record to see the full list of source documents and the chatter trail for that consolidation.
Turn on the optional approval gate from Accounting Settings to require a Merge Approver's sign-off before any merge commits.
Frequently asked
Can I merge already-posted invoices?
Yes. If any selected document is posted, the wizard offers a consented option to reset it to draft first, so you are never blocked without a path forward.
What happens to the original documents after a merge?
You choose: cancel them and keep them for audit, permanently delete the draft originals, or leave them unchanged. The wizard states the exact consequence of your choice in plain language before you confirm.
Can I merge documents in different currencies or companies?
No, not in v1. Merges spanning more than one currency or company are blocked with a clear message rather than risking wrong totals; all selected documents must share partner, document type, currency and company.
Can I require someone to approve merges before they commit?
Yes. Turn on the optional approval setting in Accounting Settings and only users in the Merge Approver group will be able to commit a merge — everyone else is guided to ask an approver.
Get in Touch
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Merge Invoices & Bills consolidates same-partner customer invoices, vendor bills and credit notes into one previewed, auditable document — with guided handling of posted documents and a full traceable history.
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 617 |
| Technical Name |
cerevantix_merge_invoice_bill |
| License | OPL-1 |
| Website | https://cerevantix.com |
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