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  1. APPS
  2. Account
  3. Account Billing.往来单位对账单管理 v 18.0
  4. Sales Conditions FAQ

Account Billing.往来单位对账单管理

by odooai.cn https://www.odooai.cn
Odoo

$ 1450.62

v 18.0 Third Party
Live Preview
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Purchase (purchase)
• Invoicing (account)
• Discuss (mail)
• Inventory (stock)
Community Apps Dependencies Show
• 会计期间与财务月结管理,Accounting Period & Month-End Closing
• 快速审批工作流Mixin / Workflow State Mixin, Easy Add Approve Workflow
• 财务应收应付增强,Account Enhance All in One
• 会计科目树状导航,Account Superbar Navigator
• 欧度智能基础功能及面板,odooAi Common Util and Tools
Lines of code 11885
Technical Name app_account_billing
LicenseOPL-1
Websitehttps://www.odooai.cn
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Purchase (purchase)
• Invoicing (account)
• Discuss (mail)
• Inventory (stock)
Community Apps Dependencies Show
• 会计期间与财务月结管理,Accounting Period & Month-End Closing
• 快速审批工作流Mixin / Workflow State Mixin, Easy Add Approve Workflow
• 财务应收应付增强,Account Enhance All in One
• 会计科目树状导航,Account Superbar Navigator
• 欧度智能基础功能及面板,odooAi Common Util and Tools
Lines of code 11885
Technical Name app_account_billing
LicenseOPL-1
Websitehttps://www.odooai.cn
  • Description
  • License
App Icon

往来单位对账单管理 / Account Billing

Partner Billing Statement Management for Odoo

为 Odoo 提供往来单位对账单管理,按日期自动关联发票退款,审批流程管控,付款注册与邮件发送
Manage partner billing statements with auto invoice linking, approval workflow and payment tracking

Odoo 18 Billing Invoice Payment Workflow

功能概述 / Overview

在 Odoo 中为往来单位(客户/供应商)创建对账单,按日期范围自动关联应收应付发票与退款,精准汇总对账金额。支持 Draft→Approved→Done 审批流程,内置付款注册、邮件发送与对账报告打印。

Create billing statements for partners (customers/vendors) in Odoo. Auto-link invoices and refunds by date range with accurate amount summarization. Support Draft→Approved→Done approval workflow, payment registration, email sending and billing report printing.

核心亮点 / Key Highlights

对账精准、流程规范、一站完成 / Accurate, Standardized, All-in-One

1. 对账单管理
Billing Statement

Customer Invoice & Vendor Bill

为往来单位创建对账单,支持客户发票和供应商账单两种类型,应收应付一目了然

2. 自动关联发票
Auto Invoice Linking

By Date Range & Partner

按日期范围和往来单位自动关联发票与退款单,精准汇总对账金额,无需手工匹配

3. 审批流程管控
Approval Workflow

Draft → Approved → Done

对账单审批全流程管控,审批时自动过账发票,完成时校验全部付款

4. 付款注册与邮件
Payment & Email

Register Payment, Send by Email

内置付款注册和对账单邮件发送,对账收款一站完成,自动关联付款状态

5. 对账周期设定
Billing Period Schedule

Monthly, Bi-monthly, Quarterly

为客户设定对账周期,自动计算下次对账日期,支持月度/双月/季度灵活设定

6. 对账报告打印
Billing Report & Print

PDF Report Template

内置对账单报告模板,支持 PDF 打印输出,含发票明细汇总与付款信息

界面截图 / Screenshots

核心功能界面一览

对账单列表与表单 / Billing List & Form

Billing List and Form

生成与发送对账单 / Mail Partner Billing

Billing List and Form

打印对账单明细 / Print Billing Details

Billing List and Form

使用方法 / How to Use

创建对账单

Create Billing

关联发票

Auto Link Invoices

审批对账

Approve & Confirm

注册付款

Register Payment

对账单操作流程 / Billing Workflow
1. 创建对账单:选择往来单位、日期范围、账单类型
2. 自动关联:点击"添加关联发票",系统自动匹配日期范围内的发票和退款
3. 审核:确认对账金额无误后,提交审批(自动过账关联发票)
4. 付款:使用"注册付款"按钮完成收款
5. 完成:所有发票付款完成后,对账单标记为 Done
对账周期设定 / Billing Period Setup
在往来单位(Partner)表单中设置:
- Billing Period: 每月/每2月/每3月/手动
- Billing Days: 每月第几天对账
- 系统自动计算 Next Billing Date

功能详解 / Feature Details

金额自动汇总
Auto Amount Calculation

自动计算发票金额、税额、退款金额,汇总对账总额与未付金额

付款状态追踪
Payment Status Tracking

实时追踪每张对账单的付款状态:未付/部分付款/已付

邮件通知
Email Notification

内置邮件模板,一键发送对账单给往来单位,含附件

通用特性 / General Features

多语言与多公司
Multi-Language & Multi-Company

完整的多语言翻译支持,适配全球化企业部署。原生多公司架构,数据严格隔离。

全版本兼容
Full Version Support

支持 Odoo 18, 17, 16, 15, 14,企业版、社区版及在线 SaaS.sh 版全版本兼容。

依赖模块
Dependencies

app_account_pro, app_account_period, app_mixin_state_workflow

odooai.cn

专业Odoo服务伙伴-开发实施咨询培训全套解决方案 / Professional Odoo Solutions

Website: www.odooai.cn

Demo: demo.odooapp.cn

Support: odoo@china.com

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
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from the authors, typically via Odoo Apps, or if you have received a written
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LGPL, MIT, or proprietary licenses similar to this one).

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The above copyright notice and this permission notice must be included in all
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