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How do you solve invoicing period?
Hello Contributors!
I write because I don’t see a common straight solution (and user friendly) for this general use case.
Usually, I have been using the OCA module “sale_order_type” when a client have the need of defining invoicing periods like:
- Monthly
- B-weekly
- Weekly
- Daily
With sale_order_type +plus+ sale_order_invoicing_grouping_criteria you can group by. This module allow multiple criterias.
In the other hand there is the OCA module “account_invoice_base_invoicing_mode”, this looks like more specific but it has a huge dependency (I don’t know why): depends: account, queue_job, sale
With account_invoice_base_invoicing_mode +plus+ account_invoice_mode_monthly and other modules becomes the logic, but the customer cannot create their invoicing modes themselves, and need from us a new module each time.
The usability (UX) in my mind looks like clients (users) have a field like “invoicing period” (like invoicing mode) where they can create monthly, weekly, etc. (like payment terms) and after that they can set it in the partners form (customers or supplier). And after that improve with more modules automatism.
What do you think?
I write here before opening an issue in GitHub (maybe sale-workflow, maybe account-invoicing).
Thank you in advance
Best regards
Rafael
by Rafael Blasco (Moduon) - 05:31 - 16 Aug 2022
Follow-Ups
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Re: How do you solve invoicing period?
Hello Raphael,> With account_invoice_base_invoicing_mode +plus+ account_invoice_mode_monthly and other modules becomes the logic, but the customer cannot create their invoicing modes themselves, and need from us a new module each time.This is correct. That is for automatic invoicing according to the mode defined on the partner. You currently have the possibility to choose monthly, weekly and daily (v14 open PR). Each mode needs its module for the implementation.The generation of the invoice is done with a cron job that generates a queue job at a defined time. This allows to control the load and track what occurred with the job, and see the log in case of error.It also supports returns to generate credit notes.Kind regardsJ-ELe mar. 16 août 2022 à 17:32, Rafael Blasco <notifications@odoo-community.org> a écrit :Hello Contributors!
I write because I don’t see a common straight solution (and user friendly) for this general use case.
Usually, I have been using the OCA module “sale_order_type” when a client have the need of defining invoicing periods like:
- Monthly
- B-weekly
- Weekly
- Daily
With sale_order_type +plus+ sale_order_invoicing_grouping_criteria you can group by. This module allow multiple criterias.
In the other hand there is the OCA module “account_invoice_base_invoicing_mode”, this looks like more specific but it has a huge dependency (I don’t know why): depends: account, queue_job, sale
With account_invoice_base_invoicing_mode +plus+ account_invoice_mode_monthly and other modules becomes the logic, but the customer cannot create their invoicing modes themselves, and need from us a new module each time.
The usability (UX) in my mind looks like clients (users) have a field like “invoicing period” (like invoicing mode) where they can create monthly, weekly, etc. (like payment terms) and after that they can set it in the partners form (customers or supplier). And after that improve with more modules automatism.
What do you think?
I write here before opening an issue in GitHub (maybe sale-workflow, maybe account-invoicing).
Thank you in advance
Best regards
Rafael
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by Jacques-Etienne Baudoux - 09:15 - 19 Aug 2022 -
Re: How do you solve invoicing period?
Rafael,have a look at contract repository https://github.com/OCA/contract, contract module that allows for creation of invoices. With contract_sale_generation you can generate sale orders instead of invoices.Hope it helpsBest regardsRadovanSent via BlackBerry Hub+ Inbox for AndroidFrom: notifications@odoo-community.orgSent: August 16, 2022 18:32To: contributors@odoo-community.orgReply-to: contributors@odoo-community.orgSubject: How do you solve invoicing period?
Hello Contributors!
I write because I don’t see a common straight solution (and user friendly) for this general use case.
Usually, I have been using the OCA module “sale_order_type” when a client have the need of defining invoicing periods like:
- Monthly
- B-weekly
- Weekly
- Daily
With sale_order_type +plus+ sale_order_invoicing_grouping_criteria you can group by. This module allow multiple criterias.
In the other hand there is the OCA module “account_invoice_base_invoicing_mode”, this looks like more specific but it has a huge dependency (I don’t know why): depends: account, queue_job, sale
With account_invoice_base_invoicing_mode +plus+ account_invoice_mode_monthly and other modules becomes the logic, but the customer cannot create their invoicing modes themselves, and need from us a new module each time.
The usability (UX) in my mind looks like clients (users) have a field like “invoicing period” (like invoicing mode) where they can create monthly, weekly, etc. (like payment terms) and after that they can set it in the partners form (customers or supplier). And after that improve with more modules automatism.
What do you think?
I write here before opening an issue in GitHub (maybe sale-workflow, maybe account-invoicing).
Thank you in advance
Best regards
Rafael
_______________________________________________
Mailing-List: https://odoo-community.org/groups/contributors-15
Post to: mailto:contributors@odoo-community.org
Unsubscribe: https://odoo-community.org/groups?unsubscribe
by Radovan Skolnik - 05:45 - 16 Aug 2022 -
Re: How do you solve invoicing period?
Hello,
I don't know if this is what you want, but I'm using date_range module, plus another one that creates months, quarters, semesters and years via ir.cron.
Then, I added some date_range_id fields on account.move.line model.
Regards,
João Jerónimo
Às 16:32 de 16/08/2022, Rafael Blasco escreveu:
Hello Contributors!
I write because I don’t see a common straight solution (and user friendly) for this general use case.
Usually, I have been using the OCA module “sale_order_type” when a client have the need of defining invoicing periods like:
- Monthly
- B-weekly
- Weekly
- Daily
With sale_order_type +plus+ sale_order_invoicing_grouping_criteria you can group by. This module allow multiple criterias.
In the other hand there is the OCA module “account_invoice_base_invoicing_mode”, this looks like more specific but it has a huge dependency (I don’t know why): depends: account, queue_job, sale
With account_invoice_base_invoicing_mode +plus+ account_invoice_mode_monthly and other modules becomes the logic, but the customer cannot create their invoicing modes themselves, and need from us a new module each time.
The usability (UX) in my mind looks like clients (users) have a field like “invoicing period” (like invoicing mode) where they can create monthly, weekly, etc. (like payment terms) and after that they can set it in the partners form (customers or supplier). And after that improve with more modules automatism.
What do you think?
I write here before opening an issue in GitHub (maybe sale-workflow, maybe account-invoicing).
Thank you in advance
Best regards
Rafael
_______________________________________________
Mailing-List: https://odoo-community.org/groups/contributors-15
Post to: mailto:contributors@odoo-community.org
Unsubscribe: https://odoo-community.org/groups?unsubscribe
by j_j_b_o_devel - 05:41 - 16 Aug 2022