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While updating a couple of few days old transactions. I put 3 March instead of 1 March. Is there anyway to correct those? I don't care of I've to directly update database records if need be, but I don't know the specific fields.

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Best Answer

Hi Kito,

You can Cancel the Invoice, change the date and Re Validate it again.

  1. Install the module 'Cancel Journal Entries'.

  2. First, activate the Developer Mode.

  3. If its a Customer Invoice you want to cancel, go to the 'Customer Invoices' journal. In the Advanced Settings section, enable the option 'Allow Cancelling Entries'.

  4. Go to the Invoice and 'Cancel Invoice'.

  5. The invoice will now go to Cancelled state. You can reset it to Draft, make you changes and Validate it again. The Invoice number will still remain the same.

Hope this solves your problem.

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Author

But the problem is, even the payment have been registered on the wrong date. How do I fix that?

Cancel the Payment First (by allowing cancellation of entries in the respective cash or bank journal). Then, Cancel the Invoice. Edit and Repost the Invoice. At last, Book the Payment again.

Author

Thank you! If I need to register refunds in the future, do I resort to this process?

This is for Correction of wrong entries. For refunds, you can use the Refunds feature itself.

Author

Where is that? I can't find it on the downloaded Odoo. Documentation refers to online hosted one.

Author

FWIW, I've installed the free Accounting Management addon developed by Cubic ERP and Odoo.

On each Invoice you will find an option 'Refund Invoice'. You can check it in the latest runbot.

Author

Look at this invoice screenshot: https://ibb.co/bAkZNn

There's no refund option. I don't know what the runbot is, can you link me?

The Odoo Runbot is a server hosting installed editions/branches of Odoo. It is available at http://runbot.odoo.com and is a constantly up to date server running Odoo for testing and demo purposes. You log in with admin/admin.

Author

I see it. But like in the screenshot, I don't have any refund button.

Author

I installed using the Ubuntu repository provided by Odoo. Is there a way to upgrade to the latest stable?

Best Answer

Hi,

If you want to update directly in database you can do it, to get the field name just activate the developer mode and hover the mouse above the field, then you will get the field name. Once you get the field name you can update the db using queries.


If you don't want to do that , have a look at this : https://www.odoo.com/documentation/user/9.0/accounting/receivables/customer_invoices/modify_validated.html

Thanks

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I'm aware I can get the field names, but I'm not sure how many models are involved. Is the number saved in a single model?

There may be related models, have to look at it, then follow the other process or use the module account_Cancel

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