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How to Show Partial Payment and Balance on Invoice

By
Marty Langen
on 3/7/14, 10:55 AM 10,666 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.

1

Ray Carnes

--Ray Carnes--
17330
| 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 3/8/14, 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

While creating a invoice from sale order(in the case of down payment) it is not working properly. if you create a sale order with 1000usd and done down payment of 100usd, in the invoice it will show balance as zero. while it work properly if we generate a invoice for total amount

Niyas Raphy
on 2/25/17, 4:26 AM
0
Mister One
On 9/19/16, 5:11 PM

How to do this on Odoo 8 ?

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: 10666 times
Last updated: 9/19/16, 5:12 PM