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Re: Projects - send one invoice per customer

Re: Projects - send one invoice per customer

I totally discourage the use of such module, as you have a lot of side effects from that "merging", and this is shown on the high number of glue modules you need. Instead, you have to attack the problem on the source.

Anyway, Daniel, please get used to indicate the Odoo version for which you want to achieve that goal, as the possible solutions vary depending on this factor. For >= v12, you can use the same analytic account on several projects, so you can invoice everything from the same sales order, and from v13, as Fekete has said, you can invoice "in batch" for getting them merged on the fly.

Regards.
by Pedro M. Baeza - 12:35 - 3 Sep 2020

Reference

  • Projects - send one invoice per customer 
    Hello Contributors,

I have a requirement that, as far as i can see, there are no OCA modules 
available to help with.

We are billing time on projects.
Out of the box, Odoo is capable of generating one invoices for each project.

I would like to be able to send out invoices by customer.
So if a customer has two active projects, he would get a single invoice 
for both of them.

Any suggestions?

Thanks
Daniel Reis
Open Source Integrators Europe
    by Daniel Reis - 11:26 - 3 Sep 2020

    9 replies 9 replies

    • Re: Projects - send one invoice per customer
      Hi Daniel,

      Could this possibly be useful?

      Haven't used the module myself yet, but I like the idea of detaching the billing document from journal entries.

      -- 
      Yoshi Tashiro


      On Thu, Sep 3, 2020 at 9:17 PM Daniel Reis <dreis@opensourceintegrators.com> wrote:
      Indeed, I forgot to mention the target version.
      I’m targeting v12, and v13 features are also relevant, since I would consider backporting them, rather than developing something different for v12.

      Thank you for the additional details Pedro and Fekete, I’ll try them out.

      Thanks
      Daniel


      No dia 03/09/2020, às 12:11, Pedro M. Baeza (Tecnativa) <pedro.baeza@tecnativa.com> escreveu:

      
      Although my advice is you to move to v12/v13 for getting a lot of improvements in both Odoo and contract modules, meanwhile, you can migrate https://github.com/OCA/contract/tree/9.0/contract_invoice_merge_by_partner for getting a better approach IMO on contract invoicing.

      Regards.

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      by Yoshi Tashiro. - 04:15 - 3 Sep 2020
    • Re: Projects - send one invoice per customer
      Indeed, I forgot to mention the target version.
      I’m targeting v12, and v13 features are also relevant, since I would consider backporting them, rather than developing something different for v12.

      Thank you for the additional details Pedro and Fekete, I’ll try them out.

      Thanks
      Daniel


      No dia 03/09/2020, às 12:11, Pedro M. Baeza (Tecnativa) <pedro.baeza@tecnativa.com> escreveu:

      
      Although my advice is you to move to v12/v13 for getting a lot of improvements in both Odoo and contract modules, meanwhile, you can migrate https://github.com/OCA/contract/tree/9.0/contract_invoice_merge_by_partner for getting a better approach IMO on contract invoicing.

      Regards.

      _______________________________________________
      Mailing-List: https://odoo-community.org/groups/contributors-15
      Post to: mailto:contributors@odoo-community.org
      Unsubscribe: https://odoo-community.org/groups?unsubscribe

      by Daniel Reis - 02:16 - 3 Sep 2020
    • Re: Projects - send one invoice per customer
      Although my advice is you to move to v12/v13 for getting a lot of improvements in both Odoo and contract modules, meanwhile, you can migrate https://github.com/OCA/contract/tree/9.0/contract_invoice_merge_by_partner for getting a better approach IMO on contract invoicing.

      Regards.
      by Pedro M. Baeza - 01:11 - 3 Sep 2020
    • Re: Projects - send one invoice per customer 
      Very interesting Pedro, I like the "tackle problems from the source" 
approach.

Is there a module in v12 to invoice only once a month (for instance) all 
the contract lines that may have different invoice dates? If not, this 
would probably be the way to go indeed, to avoid the multiple glue 
modules you mention.

For instance in v10 I had to develop 3 glue modules to merge 
contract-generated invoices per partner (one to mark the invoices we 
want to merge, one to trigger the merge, one to autopay the resulting 
merged invoice)!. This will be easier in v12 with one invoice date per 
contract line: generating a single invoice for the contract should be 
pretty straightforward.

Regards.

Le 03/09/2020 à 12:36, Pedro M. Baeza (Tecnativa) a écrit :

> I totally discourage the use of such module, as you have a lot of side 

> effects from that "merging", and this is shown on the high number of 

> glue modules you need. Instead, you have to attack the problem on the 

> source.

>

> Anyway, Daniel, please get used to indicate the Odoo version for which 

> you want to achieve that goal, as the possible solutions vary 

> depending on this factor. For >= v12, you can use the same analytic 

> account on several projects, so you can invoice everything from the 

> same sales order, and from v13, as Fekete has said, you can invoice 

> "in batch" for getting them merged on the fly.

>

> Regards.

>

> _______________________________________________

> Mailing-List: https://odoo-community.org/groups/contributors-15

> Post to: mailto:contributors@odoo-community.org

> Unsubscribe: https://odoo-community.org/groups?unsubscribe

>
      by Florent Cayré - 01:06 - 3 Sep 2020
    • Re: Projects - send one invoice per customer
      I totally discourage the use of such module, as you have a lot of side effects from that "merging", and this is shown on the high number of glue modules you need. Instead, you have to attack the problem on the source.

      Anyway, Daniel, please get used to indicate the Odoo version for which you want to achieve that goal, as the possible solutions vary depending on this factor. For >= v12, you can use the same analytic account on several projects, so you can invoice everything from the same sales order, and from v13, as Fekete has said, you can invoice "in batch" for getting them merged on the fly.

      Regards.
      by Pedro M. Baeza - 12:35 - 3 Sep 2020