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Edit invoice ?

By
Peter
on 2/21/13, 2:56 AM 2,847 views

Hi,

How do issue credit note(not refund) from invocing module ?

You you explain more specific?

ton123
on 2/23/13, 5:44 AM

For example, I make an invoice. Hit validate and then realize I have missed line item. We have not exchanged any money, customer does not even know about it, what is best way to handle it ? How do I issue simple credit note. In out currren system I just presame line items etc :-)

Peter
on 2/24/13, 3:40 PM
1

Andreas Brueckl

--Andreas Brueckl--
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Vienna, Austria
--Andreas Brueckl--
OpenERP Consulting and Development
Andreas Brueckl
On 3/10/13, 8:06 AM

There are two options to update a validated invoice:

  1. Create a credit note to semantically "undo" the invoice
  2. Cancel the invoice, then Set to draft and update it. Afterwards validate it again.

For the 2nd option you have to

  • install module account_cancel
  • activate flag Allow Cancelling Entries for the desired journal (e.g. "Sales Journal") in menu "Accounting / Configuration / Journals / Journals"

"Create a credit note to semantically "undo" the invoice" Is it not possible to credit a credit note for part of the invoice? E.g. create a credit note for 10% of the invoice value, then reconcile that amount against the invoice?

Dan
on 9/15/14, 7:46 AM

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Asked: 2/21/13, 2:56 AM
Seen: 2847 times
Last updated: 3/16/15, 8:10 AM