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Hibou Odoo Suite: Account Invoice Change


Purpose

The purpose of this documentation is to outline the use case and processes associated with Hibou's Account Invoice Change module for Odoo.

The Account Invoice Change module serves as a technical foundation for changing invoices. The wizard provided by Account Invoice Change allows you to modify the Salesperson and Accounting Date on an invoice.

Getting Started

First thing's first, we want to install the module! Navigate to the Apps application and search 'Account Invoice Change'. When ready, hit Install

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Good to Know!

The Account Invoice Change module requires Odoo's Invoicing module. However, if you do not already have this module installed, Odoo will install it for you during this module's installation!

Processes

To get started, navigate to the Accounting application.

Odoo - Sample 1 for three columns


Changing an Invoice

Once there, select Sales followed by Customer Invoices. This will bring you to a list view of invoices; choose the Invoice you wish to modify. 

When on the invoice, click the Change button.

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This will present a pop-up modal for the invoice change wizard. Change the Salesperson and/or the Accounting Date. When finished, hit  Change.

Odoo CMS - a big picture

Technical

The Account Invoice Change module is the technical foundation for modifying invoices. It creates a wizard and permissions for making invoice changes that can be handled by other modules. This particular module implements the ability to change the Salesperson and Accounting Date fields.

There is a new Transient Model (Wizard) `account.invoice.change` with the following fields:

  • `invoice_id` Many2one field for the Invoice to be changed

  • `invocie_company_id` Many2one field related to the `invoice_id`'s company id

  • `user_id` Many2one field for the Salesperson

  • `date` Date field for the Accounting date

An action button 'Change' is added to the account invoice form view that will display the new account invoice change view for the wizard.