Odoo Help

0

How to close a partially paid invoice?

By
Gilles Lehoux
on 3/30/14, 9:55 PM 1,696 views

How to close a partially paid invoice without creating a refund for the pre-tax amount?

Suppose the products price total $100 and the taxes amount to $15. The invoice totals $115. The customer sends a check for $110 and for whatever reason we want to close the invoice as fully paid. If we go to make a refund then we have to manually calculate a pre-tax amount so that the refund totals $5.

Is there a better way where we wouldn't have to do this manual calculation?

0

Ray Carnes

--Ray Carnes--
16599
| 9 7 9
Atlanta, United States
--Ray Carnes--

Senior Odoo Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0.

Completed Odoo Functional and Technical Training.

Major Skills:

  • User Needs and GAP Analysis;

  • Functional and Technical Design;

  • Prototyping and Proof of Concepts;

  • Requirements Specifications;

  • Agile Implementation;

  • Data Migration;

  • Configuration & Customization (UI and code);

  • Integration - Odoo and non Odoo Applications and Services;

  • Training and Knowledge Transfer;

  • Go Live Support;

  • Helpdesk;

  • Version Upgrades and Migration.

  • Accounting Expert.

I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

I am a skilled Communicator and I only take the serious things seriously!

Ray Carnes
On 3/31/14, 12:27 AM

You can do this in a single step:

1) Accounting -> Customers -> Customer Payment

Complete the bottom half the of the $110 payment like this:

image description

0

Gilles Lehoux

--Gilles Lehoux--
877
| 5 4 7
St-Eustache, Canada
--Gilles Lehoux--


Gilles Lehoux
On 3/30/14, 10:15 PM

Register the partial payment then reconcile the partial payment with the invoice and choose to assign the difference as a writeoff. Do not create a refund.

Go to the customer's form view. In the More menu, select Receivables & Payables. Select the invoice and its partial payment. In the More menu, select Reconcile. In the next window, select Writeoff or another as appropriate.

About This Community

This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.

Register

Odoo Training Center

Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.

Test it now

Question tools

1 follower(s)

Stats

Asked: 3/30/14, 9:55 PM
Seen: 1696 times
Last updated: 3/16/15, 8:10 AM