Merge Invoice

Add an action in the invoices list to merge invoices.

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    STORY BEHIND THE FEATURES

    ODOO BEHAVIOR

    You cannot merge several draft invoices in order to send only one global invoice to your customer.

    CLUEDOO BEHAVIOR

    Under some conditions (draft status, same partner), you can merge several invoices together in order to limit the number of invoices and/or respect the contractual conditions with your customer/supplier.

    MODULE +

    You have the flexibility to manage your invoice as you wish, without having the constraints of an automatically generated fixed invoice.

    BUSINESS CASE

    Your delivery batch includes goods based on several sales order, your invoicing policy is based on delivered quantities, and you only want to send a single invoice for a delivery, even if you have several source documents. Thanks to the "merge invoice" module, you can merge multiple draft together and create the required invoice.

    CLUEDOO RECOMMENDATIONS

    Cluedoo best practice is to keep the relationship between an invoice and an order because it's easier to track.

    In 25% of the cases, we install this module to add more flexibility in the construction of the invoice because the invoicing conditions are managed by contracts / relationship with third parties more than by internal process.

    OUR FEATURES AS SOLUTION

    Add an action in the invoices list to merge invoices

    HOW TO USE THIS MODULE ?



    1

    Select a few draft invoices with the same partner, then click Action → Merge Invoices


    2

    After clicking on "Merge Invoices", the wizard that allows you to apply an action to the selected invoices appears.


    You have three action choices :
    - Do Nothing : a merged invoice will be created and the old invoices will be in the same status as before ;
    - Cancel Invoices : a merged invoice will be created and the old invoices will be cancelled ;
    - Remove Invoices : a merged invoice will be created and the old invoices will be deleted.


    After choosing, click on "Merge".