Split invoices, guided every step of the way
A guided, preview-driven wizard breaks any draft invoice, vendor bill, or credit/debit note into multiple documents — with GL and cost-center allocation, full lineage, and nothing created until you approve the preview.
Splitting an invoice by hand means duplicating it, deleting lines, and re-keying totals — slow, error-prone, and risky for the audit trail. Odoo has no guided way to do it, so accountants improvise and hope the books still balance. Ambiguous ‘split by deletion’ tools leave users unsure which document survives, and unmaintained legacy apps offer no GL or cost-center guidance at all.
Invoice Splitting adds a guided wizard to every draft invoice, bill, and credit/debit note. Choose equal, percentage, milestone, or installment splitting — or extract specific lines — preview the resulting documents and their GL/analytic allocation before anything is created, then let the system keep parent and child linked, in sync, and ready for approval.
Everything you need to split with confidence
Every capability below is implemented in the module.
Proportional Splitting
Split a draft invoice into equal parts, custom percentages, milestone amounts, or a full installment schedule — the wizard computes every part's line items and totals automatically.
Extract Lines
Move selected lines and quantities out of the original document into a new one — replacing ambiguous ‘split by deletion’ language with a clear, visual extract action.
Pre-Commit Preview
Review every resulting document, its lines, and its totals before anything is created. Nothing commits until you confirm the preview.
GL & Analytic Allocation
Assign each split part its own general ledger account and analytic (cost-center) distribution, prefilled from the source lines and ready to adjust.
Parent/Child Lineage
Every split document keeps a persistent link back to its source and siblings, with a Split Docs smart button and full history visible on the record.
Manager Approval Workflow
Route unusual splits through an approval step before they are finalized, with approvers drawn from the accounting manager group.
Reversible Splits
Undo a proportional split (equal, percentage, milestone, or installment) and restore the original document in one action.
Split Reconciliation Report
Generate a printable report reconciling every document in a split family — amounts, allocations, and status at a glance.
Works Across Document Types
One consistent wizard for customer invoices, vendor bills, credit notes, and debit notes — no separate tools to learn.
How it works
Open the wizard
Click Split on any draft invoice, bill, or credit/debit note to launch the guided wizard.
Choose a method
Pick equal, percentage, milestone, or installment splitting, or extract specific lines into a new document.
Preview the result
Review the resulting documents, GL/analytic allocation, and due dates before committing.
Confirm and track
Create the split family, route unusual splits for approval, and follow lineage and status from either document.
See it in action
The guided wizard, split lineage, and reconciliation reporting in the live app.
Every split family in one list — method, state, and member count at a glance.
A split group's form view: source and child documents, reconciliation status, and full chatter history.
The guided split wizard — define the parts, then review a live preview before anything is created.
The source document keeps a Split Docs smart button and lineage back to every child it produced.
A printable reconciliation report ties every document in the split family back together.
Frequently asked
Which document types can I split?
Customer invoices, vendor bills, credit notes, and debit notes — any draft account.move — through one consistent wizard.
Can I split a posted invoice?
No. Splitting operates on draft documents only, so posted entries and the audit trail are never touched. Post the resulting documents once you are satisfied with the split.
What splitting methods are supported?
Equal parts, custom percentages, milestone amounts, installment schedules, and line extraction — each with a pre-commit preview of the resulting documents.
Can I undo a split?
Yes, for proportional splits (equal, percentage, milestone, installment) — reverse the split to restore the original document. Extract-mode splits, which modify the original directly, are not reversible.
Get in Touch
Have questions or need customization? Every purchase includes 30 days of free support — we are here to help.
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Guided, preview-driven splitting of invoices, bills, and credit/debit notes — with GL allocation, lineage, and reconciliation, built for Odoo Community and Enterprise accounting teams.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 984 |
| Technical Name |
cerevantix_invoice_splitting |
| License | OPL-1 |
| Website | https://cerevantix.com |
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