8000 [ADD] accounting: How to modify a validated invoice? · harthe/documentation-user@5a4eed7 · GitHub
[go: up one dir, main page]
Skip to content

Commit 5a4eed7

Browse files
mart-emart-e
committed
[ADD] accounting: How to modify a validated invoice?
https://docs.google.com/document/d/19IeaWHBKbBSJUaGnoMdP4io-Qm1DclNGgsLr_UCU9Ok/edit#heading=h.456xgexhcza7
1 parent 3b2f148 commit 5a4eed7

File tree

4 files changed

+56
-4
lines changed

4 files changed

+56
-4
lines changed

‎accounting/receivables/customer_invoices.rst

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -6,9 +6,9 @@ Customer Invoices
66
:titlesonly:
77

88
customer_invoices/overview
9-
customer_invoices/customize
109
customer_invoices/cash_discounts
1110
customer_invoices/payment_terms
1211
customer_invoices/installment_plans
1312
customer_invoices/deferred_revenues
1413
customer_invoices/refund
14+
customer_invoices/modify_validated

‎accounting/receivables/customer_invoices/customize.rst

Lines changed: 0 additions & 3 deletions
This file was deleted.

‎accounting/receivables/customer_invoices/media/modify01.png

19.3 KB
Loading

‎accounting/receivables/customer_invoices/modify_validated.rst

Lines changed: 55 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,55 @@
1+
==================================
2+
How to modify a validated invoice?
3+
==================================
4+
5+
In most accounting legislation over the word, it's not allowed to modify
6+
an invoice that is validated and sent to the customer. However, you
7+
sometimes need to change an invoice for different reasons: the sale has
8+
changed, the made a mistake while recording the invoice, etc.
9+
10+
Thus, the right way to modify an invoice is to:
11+
12+
1. Refund the original invoice
13+
2. Create a new invoice
14+
15+
Odoo's refund mechanism helps you handle the whole process in just a few
16+
clicks.
17+
18+
Modify an invoice
19+
=================
20+
21+
If your invoice is still in draft, you can modify it the way you want.
22+
However, if your invoice is validated, you can not change it anymore. If
23+
you need to modify it, the right operations to do are:
24+
25+
1. Refund the original invoice;
26+
2. Reconcile the original invoice with the refund to void them;
27+
3. Create a new draft invoice, a copy of the original;
28+
4. Validate the new invoice.
29+
30+
All those steps are automated by Odoo. All you have to do is to click on
31+
the Refund button on an invoice.
32+
33+
.. image:: ./media/modify01.png
34+
:align: center
35+
36+
In the refund dialog, select the option "Modify: create a refund,
37+
reconcile and create a draft invoice". Once you click on the "Create
38+
Refund" button, Odoo will void your existing invoice and create a new
39+
draft invoice that is a duplicate of the original one.
40+
41+
Edit this new draft invoice and validate it when it's correct.
42+
43+
.. note::
44+
45+
if you already sent the original invoice to your customer, you should send
46+
the new invoice and the refund to the customer so that he gets all the documents.
47+
48+
.. seealso::
49+
50+
* :doc:`refund`
51+
52+
.. rst-class:: text-muted
53+
54+
| Written by Fabien Pinckaers (Odoo)
55+
| Proofread by Aline Preillon (Odoo)

0 commit comments

Comments
 (0)
0