Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
I have Customers who pre-pay and who also carry credits from past orders to future orders.
BEFORE emailing Invoices to my Customers, I'd like to verify if any past pre-payments or credits should first be applied to reduce the balances, in some cases fully paying the Invoice.
I know that I can open EACH Invoice (one at a time) and check if this is shown at the top:
How can I use the FILTERS dropdown to find all of these without looking one by one?
See the filter below.
It will find OPEN Invoices where the Customer has a NET balance owed to them (meaning they have payments registered that have not yet been allocated to other Invoices):
<filter name="has_outstanding"
string="Unapplied Payments"
domain="[('state','=','open'),('partner_id.credit','<',0)]"/>
Is there an updated way to accomplish this in V17? Also, which screen are you starting from? I tried the search in the customer invoices list, as well as the accounting -> customers, customer payments, and the contacts app lists, but the option for "has outstanding" does not exist as a custom filter. I'm wondering why this feature disappeared or if I'm doing something wrong. Thanks!
In Odoo 17, you do this via the PAYMENTS MATCHING feature.
Cree una cuenta para poder utilizar funciones exclusivas e interactuar con la comunidad.
Inscribirse| Publicaciones relacionadas | Respuestas | Vistas | Actividad | |
|---|---|---|---|---|
|
2
sept 20
|
5873 | ||
|
1
jul 25
|
365 | ||
|
1
abr 25
|
1966 | ||
|
Search a message
Resuelto
|
|
1
feb 25
|
1194 | |
|
1
oct 24
|
1487 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
