diff --git a/content/applications/finance/accounting/payables/pay/multiple.rst b/content/applications/finance/accounting/payables/pay/multiple.rst index 262a6e5f3..0f1e72b25 100644 --- a/content/applications/finance/accounting/payables/pay/multiple.rst +++ b/content/applications/finance/accounting/payables/pay/multiple.rst @@ -2,146 +2,50 @@ Pay several bills at once ========================= -Odoo provides a simple and effective way to handle several bills at -once, with various quick or complex options. With one single process, -anyone is able to handle bills and payment in just a few clicks. - -Pay multiple bills with one payment -=================================== - -Record several payments ------------------------ - -In the following example, we will generate some bills. You can control -the whole process from your accounting dashboard (first screen you get -when you open the accounting application). - -.. image:: multiple/multiple01.png - :align: center - -To create a bill, open the Dashboard menu and click on **Vendor Bills**. -In the Vendor Bills window, click on **Create**. - -.. image:: multiple/multiple02.png - :align: center - -Choose the vendor from which you wish to purchase the product, and click -on Add an item to add one (or more) product(s). Click on **Save** and then -**Validate**. - -Pay supplier bills, one after the other ---------------------------------------- - -.. image:: multiple/multiple03.png - :align: center - -We will now record a payment for one bill only. Open the bill, then -click on **Register Payment**. Insert the Payment Method, Date and Amount, -and click on **Validate**. - -.. image:: multiple/multiple04.png - :align: center - -Once you have validated the payment, the system will automatically -reconcile the payment with the bill, and set the bill as **Paid**. The -system will also generate a move from the payment account and reconcile -it with the expense transaction. - -Pay several bills altogether ----------------------------- - -In order to illustrate the process thoroughly, create at least 2 more -bills following the above standing guide. **Make sure all bills come -from the same vendor.** - -.. image:: multiple/multiple05.png - :align: center - -In the Vendors Bills, select the new bills you have just created by -checking the box next to each of them. In the Action menu located in the -middle of the page, click on **Register Payment**. - -.. image:: multiple/multiple06.png - :align: center - -Insert the details of the payment. The system calculated the total -amount for both bills, but you can modify it freely. Click on **Validate**. - -Record the payment, reconcile afterwards ----------------------------------------- - -You can also reconcile a payment with bills after the payment has been -recorded. - -First, we need to create a payment - -This will handle from :menuselection:`Dashboard --> Bank journal --> -More Option --> Send Money` - -.. image:: multiple/multiple07.png - :align: center - -Creating payment order with check payment method. Selecting related -Vendor and amount which remain to pay. After filling all details, we -will confirm the payment order which will generate payment transaction -with the system. - -.. image:: multiple/multiple08.png - :align: center - -As you can see, bill payment status show what is posted and what is -remaining to reconcile. - -After receiving bank statement from the bank with payment detail, you -can reconcile the transaction from the Dashboard. It will automatically -map the transaction amount. +Odoo offers the possibility of grouping multiple bills' payments into one, facilitating the +reconciliation process. .. seealso:: + - :doc:`../supplier_bills/manage` - :doc:`../../bank/reconciliation/use_cases` -Partial payments of several supplier bills -========================================== +Group payments +============== -How to pay several supplier bills having cash discounts at once? ----------------------------------------------------------------- +To register the payment of multiple bills at once, go to :menuselection:`Accounting app --> +Vendors --> Bills`. Then, select the bills you wish to register a payment for by **ticking** the +boxes next to the bills. When done, either click :guilabel:`Register Payment` or +:menuselection:`Action --> Register Payment`. -You already learned how to pay bills in various way but what about -partial payment? We are taking another example where we will do partial -payment for various bills. +.. image:: multiple/register-payment-button.png + :align: center + :alt: Register payment button. -We are creating multiple bills and partially pay them through bank -statements. +.. note:: + Payments can only be registered for :guilabel:`posted` bills. -We are adding payment terms which allow some cash discount where vendor -offer us early payment discount. +When registering the payments, a **pop-up window** appears. From here, you can either create +**separate payments** for each bill all at once by clicking :guilabel:`Create Payment`, *or* create +one payment by combining **all** bills' payments. To **combine** all payments, tick the +:guilabel:`Group Payments` box. -.. image:: multiple/multiple09.png - :align: center +.. note:: + The :guilabel:`Group Payments` option only appears when selecting two or more bills. -We are creating the following bills with the assignment of the above -payment term. +.. image:: multiple/multiple-group-payments.png + :align: center + :alt: Group payments options when registering a payment. -.. image:: multiple/multiple10.png - :align: center +When selecting :guilabel:`Group Payments`, the :guilabel:`amount, currency, date and memo` are all +set automatically, but you can modify them according to your needs. -We have created the following bills: +Partial group payments with cash discounts +------------------------------------------ -.. image:: multiple/multiple11.png - :align: center - -We will pay the invoices by creating bank statement where we will adjust -the cash discount our vendor provided under payment terms. - -.. image:: multiple/multiple12.png - :align: center - -Before reconciling this bank statement, we need to create one statement -model for cash discount. - -.. image:: multiple/multiple13.png - :align: center - -Now we are going back to bank statement and opening reconcile view. +In case of **partial group payments with cash discounts**, you can follow the steps found on the +:doc:`cash discount documentation page <../../receivables/customer_invoices/cash_discounts>`. Make +sure to apply the :doc:`payment terms <../../receivables/customer_invoices/payment_terms>` to the +**bills** *instead* of the invoices. .. seealso:: - - :doc:`../../bank/reconciliation/reconciliation_models` \ No newline at end of file + :doc:`../../receivables/customer_invoices/payment_terms` \ No newline at end of file diff --git a/content/applications/finance/accounting/payables/pay/multiple/multiple-group-payments.png b/content/applications/finance/accounting/payables/pay/multiple/multiple-group-payments.png new file mode 100644 index 000000000..a54f07a9f Binary files /dev/null and b/content/applications/finance/accounting/payables/pay/multiple/multiple-group-payments.png differ diff --git a/content/applications/finance/accounting/payables/pay/multiple/multiple01.png b/content/applications/finance/accounting/payables/pay/multiple/multiple01.png deleted file mode 100644 index 144ec78dc..000000000 Binary files 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