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Re: Accounting Roadmap V9

by
Antony Lesuisse (al)
- 01/24/2015 10:58:56
So you re-number. The no_gap aspect of the sequence doesnt matter like sales 
orders. Then you could use the invoice.id to identify for the document when 
used as a payment reference. Just display the field on form view and pdf report.

If you want to pay something in advance you can use "Customer payment" to 
credit the receivable (but it will not be displayed on the invoice).

On 01/24/2015 04:18 PM, Pedro Manuel Baeza Romero wrote:
> The problem I think is to reuse the same model for proforma. They are
> different documents (or at least different records), with different numbering,
> and when you "convert" a proforma to an invoice, you are hard-copying it to
> another record/model of type invoice.
>
> Regards.
>
> 2015-01-24 16:07 GMT+01:00 Antony Lesuisse <al@openerp.com
> <mailto:al@openerp.com>>:
>
>     If proformat invoices are sequentially numbered what happens if such an
>     invoice is never paid. Does it result in holes in actual invoice numbering ?
>
>     invoice 1 paid
>     invoice 2-pro-format never paid
>     invoice 3 waiting for payment
>     invoice 4 paid
>
>     (2 will be a hole)
>
>     Or do you renumber then once it's paid
>
>     invoice-proformat 1 paid -> invoice-1
>     invoice-proformat 2 never paid
>     invoice-proformat 3 waiting for payment
>     invoice-proformat 4 paid -> invoice-2
>
>     (or actual invoice ordering will change)
>
>
>     On 01/23/2015 03:24 PM, Denis Karataev wrote:
>     > Hi Eva, thanks for your suggestion but as I wrote above, we can't send the
>     > pro-forma invoice without any number. When customers pay, they must write the
>     > number of document
>     >
>     > 2015-01-23 17:18 GMT+03:00 Eva Pinter      > >:
>     >
>     >     HI Dennis,
>     >
>     >
>     >     This process is called pro-forma invoiced and is used internationally. You
>     >     create a proforma invoice that is only a “paper” document, but not
>     >     relevant for acounting. You send it to your cusomer. When the customer
>     >     pays, you can validate the invoice and register the payment.
>     >
>     >     Good Luck
>     >     ---
>     >     Eva P.
>     >
>     >     Get free Odoo training in our youtube channel
>     >http://www.youtube.com/user/ybofr
>     >
>     >
>     >
>     >
>     >
>     >>     On 23 Jan 2015, at 13:32, Denis Karataev      >>     > wrote:
>     >>
>     >>     Hi Davide,
>     >>
>     >>     1. we need to send Invoice report to the customer, but we don't need to
>     >>     create any accounting entries at this moment, because we can create
>     >>     accounting entries only dependent on delivery
>     >>     2. we need to get payment from customer and to track the status of Sale
>     >>     Order (payed or not payed)
>     >>     3. when this order is payed, we can create Deliveries, one or more
>     >>     4. Invoices (and accounting entries) are created depended on deliveries
>     >>     5. we recouncile the payment from step 2 to Invoices created on step 4
>     >>
>     >>     2015-01-23 16:02 GMT+03:00 Davide Corio      >>     >:
>     >>
>     >>         On 23/01/15 13:57, Denis Karataev wrote:
>     >>         > Thanks, and of course I already know about this method. But in this case
>     >>         > how can we attach prepayment?
>     >>
>     >>         do you mean payments against deliveries without having issued an invoice
>     >>         yet?
>     >>
>     >>         If yes...we have the very same need here in Italy
>     >>
>     >>         --
>     >>         Davide Corio
>     >>enlightx@gmail.com  <mailto:enlightx@gmail.com>   
>     >>
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>     >>
>     >>
>     >>
>     >>     --
>     >>     Denis Karataev
>     >>     CEO at Transparent Technologies
>     >>     email:dsk@t-technologies.com  <mailto:dsk@t-technologies.com>  
>     >>     web:http://t-technologies.com
>     >>
>     >>
>     >>
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>     >
>     >
>     >
>     > --
>     > Denis Karataev
>     > CEO at Transparent Technologies
>     > email:dsk@t-technologies.com  <mailto:dsk@t-technologies.com>  
>     > web:http://t-technologies.com
>     >
>     >
>     >
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