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How to Show Partial Payment and Balance on Invoice

By
Marty Langen
on 3/7/14, 10:55 AM 8,329 views

Good morning,

We are running OpenERP 7 on our server. Our company collects a 50% deposit from all customers with the remainder due once the product is delivered.

On an invoice we would like there to be 2 additional lines.

One showing a total of all payments against that invoice And a final line showing the balance owing.

Any help would be of great assistance.

0
Mister One
On 9/19/16, 5:11 PM

How to do this on Odoo 8 ?

0

Ray Carnes

--Ray Carnes--
15717
| 9 7 9
Greater Los Angeles, United States
--Ray Carnes--

Senior Odoo Analyst

OpenERP 6.1, 7.0 and Odoo 8.0, 9.0 (Since 2012)

Completed Functional and Technical Training.

Major Skills:

  • Needs Discovery and Requirements Analysis;

  • Function and Technical Specifications;

  • Project Planning;

  • Prototyping and Proof of concepts;

  • Data migration;

  • Configuration & Customization (UI and modules);

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  • Go Live support;

  • Help desk;

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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. 

Ray Carnes
On 3/8/14, 8:15 PM

An example RML code block to do this is something like:

<blockTable colWidths="365.0,90.0,75.0" style="Table10">
  <tr>
  <td>
    <para style="terp_default_8"> 
      <font color="white">
      </font>
    </para>
  </td>
  <td>
    <para style="terp_default_9">Payment(s):
    </para>
  </td>
  <td> 
    <para style="terp_default_Right_9"> 
      [[ formatLang(-(o.amount_total - o.residual), digits=2, currency_obj=o.currency_id) ]] 
    </para>
  </td>
  </tr>
  <tr>
  <td>    
    <para style="terp_default_8"> 
      <font color="white"> 
      </font> 
    </para>
  </td>
  <td>
    <para style="terp_default_9">
      <b>Total Due:</b>
    </para>
  </td>
  <td>
    <para style="terp_default_Right_9">
      <b> [[ formatLang(o.residual, digits=2,currency_obj=o.currency_id) ]]</b>  
    </para>
  </td>
  </tr>
</blockTable>

PRIOR to any payments being made, the invoice report would look like this:

image description


AFTER a payment of $250, the invoice report would look like this:

image description


You also need to make sure the report is regenerated, not reloaded. For more information see https://accounts.openerp.com/forum/Help-1/question/9571

We have uploaded a modified account_print_invoice.rml file as suggested. We have also made sure that the file is being regenerated and not reloaded. But the changes are still NOT reflected when we print our invoice... any Ideas why this is happening?

Marty Langen
on 3/10/14, 10:59 AM

Thank you for the input Ray. This is way over our head and we would not know where to begin with you latest suggestion. Do you know of anyone we could hire to complete this modification for us?

Marty Langen
on 3/10/14, 12:56 PM

Thank you for the input Ray. This is way over our head and we would not know where to begin with you latest suggestion. Do you know of anyone we could hire to complete this modification for us?

Marty Langen
on 3/10/14, 12:56 PM

In Canada, contact https://www.openerp.com/partners/directory/4554/Savoir-Faire+Linux and tell them Ray Carnes sent you - ask for Maxime and the price for friends of Ray!

Bista Solutions US, Ray Carnes
on 3/10/14, 9:16 PM
0
Jose Koenig
On 8/7/14, 10:04 AM

I tried your sample code and I can see the idea. How can I get the Payments(s) line work? I see o.residual always set to zero, so I need to get the total payments from somewhere. Please help.

This might be a reload from attachment setting once I figure out from cryptic solution.

Jose Koenig
on 8/7/14, 2:26 PM

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Asked: 3/7/14, 10:55 AM
Seen: 8329 times
Last updated: 9/19/16, 5:12 PM