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Hello, I have Odoo 8.
Follow this situation: a customer pays me $1000. I generate a "Customer payment" in "Accounting -> Customer payments". Then, the same customer, buys me two invoices of $100 each one. I want to set the two invoices paid and that the client has $800 of balance.
What is the best way to do this? Thanks!
The first way ->
a) menu Accounting/Periodic Processing/Reconcilation/Manual Reconcilation
b) menu Accounting/Payment Follow-up/Reconcile Invoices & Payments (module account_followup must be installed)
The second way -> Customer view -> Jurnals Items -> check selected -> More -> Reconcile Entries
You select entries with the same account number (one debit and one credit). If Credit != Debit you click on button Partial reconcile in next step (or Reconcile with Write-Off if expected is to divide the payment for parts). How to select correct Account number? - this account has ... type = Receivable ... and has checked ... Allow Reconciliation = 1
The third way -> menu Accounting/Bank and Cash/Bank Statements.
Create new bank Statement, insert new payment and reconcile with selected invoices or other entries
The fourth way -> install and use module account_voucher + The first way or/and The second way
PS. Invoice is Paid if all corresponding account move lines are reconciled, see method test_paid() in account_invoice.py
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|Asked: 4/9/15, 6:21 AM|
|Seen: 1170 times|
|Last updated: 4/10/15, 6:19 PM|