Account Invoice Clearing

• Usage
• Known issues / Roadmap
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Other credits
  • Maintainers

Usage

To use this module, you need to:

1. You must have unpaid invoices in the system for the same contact (or his childs) in out_ and in_ types.
2. Go to a view where invoices are shown. No matter if are Invoices or Bills.
3. Select one or several invoices/bills. You can also enter an invoice/bill and click on the Invoice clearing button if it’s open and fully paid.
4. Fill in the top fields of the wizard and in the lines to clear field, select the lines from other invoices you want to clear.
5. With the Sort buttons, you can sort the lines as appropriate.
6. With the actions button, you can reset, clear or autofill the amount to be used in the order previously chosen.
7. Check that the preview is as expected.
8. Press the Confirm button to create the invoice clearing.
9. A clearing journal entry will be generated for each invoice/bill to be cleared.
10. The resulting journal entries will reconcile all their lines with the initial move lines and the clearing moves lines.

Known issues / Roadmap

To be able to sort the initial invoice/bill lines in the wizard with sequence and sort with buttons as in the clearing lines.

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