Reconcile sale orders
by Hunki Enterprises BV https://github.com/OCA/account-reconcile , Odoo Community Association (OCA) https://github.com/OCA/account-reconcile| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 4494 |
| Technical Name |
account_reconcile_sale_order |
| License | AGPL-3 |
| Website | https://github.com/OCA/account-reconcile |
Reconcile sale orders
This module allows a workflow where you don’t invoice sale orders until you’ve received a payment.
That’s useful ie for webshops with non-instant payment like wire transfer, where you might have a lot of customers not doing the payment after all, which results in extra work for cancellation of the invoices/orders involved.
Important
This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status
Table of contents
Configuration
To configure this module, you need to:
- Go to Invoicing/Configuration/Reconciliation Models
- Create a model of type Rule to match sale orders
Usage
To use this module, you need to:
- Have a payment on a bank statement matching the amount of an invoicable sale order
- Enter the reconciliation screen
- Observe that the sale order is offered as reconciliation counterpart
- You can manually select and deselect sale orders in the sale orders tab of the reconciliation widget
Note the reconciliation only works if fully invoicing the sale order yields an invoice over the order’s total amount. Usually this means that all products in the sale order must have invoicing policy Ordered quantities.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Hunki Enterprises BV
Contributors
- Holger Brunn <mail@hunki-enterprises.com> (https://hunki-enterprises.com)
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
Current maintainer:
This module is part of the OCA/account-reconcile project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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