diff --git a/accounting/receivables/customer_invoices.rst b/accounting/receivables/customer_invoices.rst index 42da3ba6a..9e6ca0d95 100644 --- a/accounting/receivables/customer_invoices.rst +++ b/accounting/receivables/customer_invoices.rst @@ -6,9 +6,9 @@ Customer Invoices :titlesonly: customer_invoices/overview - customer_invoices/customize customer_invoices/cash_discounts customer_invoices/payment_terms customer_invoices/installment_plans customer_invoices/deferred_revenues customer_invoices/refund + customer_invoices/modify_validated diff --git a/accounting/receivables/customer_invoices/customize.rst b/accounting/receivables/customer_invoices/customize.rst deleted file mode 100644 index 263abbe1e..000000000 --- a/accounting/receivables/customer_invoices/customize.rst +++ /dev/null @@ -1,3 +0,0 @@ -=========================================== -How to customize header/footer of invoices? -=========================================== diff --git a/accounting/receivables/customer_invoices/media/modify01.png b/accounting/receivables/customer_invoices/media/modify01.png new file mode 100644 index 000000000..4f713bf3e Binary files /dev/null and b/accounting/receivables/customer_invoices/media/modify01.png differ diff --git a/accounting/receivables/customer_invoices/modify_validated.rst b/accounting/receivables/customer_invoices/modify_validated.rst new file mode 100644 index 000000000..ffda374e1 --- /dev/null +++ b/accounting/receivables/customer_invoices/modify_validated.rst @@ -0,0 +1,55 @@ +================================== +How to modify a validated invoice? +================================== + +In most accounting legislation over the word, it's not allowed to modify +an invoice that is validated and sent to the customer. However, you +sometimes need to change an invoice for different reasons: the sale has +changed, the made a mistake while recording the invoice, etc. + +Thus, the right way to modify an invoice is to: + +1. Refund the original invoice +2. Create a new invoice + +Odoo's refund mechanism helps you handle the whole process in just a few +clicks. + +Modify an invoice +================= + +If your invoice is still in draft, you can modify it the way you want. +However, if your invoice is validated, you can not change it anymore. If +you need to modify it, the right operations to do are: + +1. Refund the original invoice; +2. Reconcile the original invoice with the refund to void them; +3. Create a new draft invoice, a copy of the original; +4. Validate the new invoice. + +All those steps are automated by Odoo. All you have to do is to click on +the Refund button on an invoice. + +.. image:: ./media/modify01.png + :align: center + +In the refund dialog, select the option "Modify: create a refund, +reconcile and create a draft invoice". Once you click on the "Create +Refund" button, Odoo will void your existing invoice and create a new +draft invoice that is a duplicate of the original one. + +Edit this new draft invoice and validate it when it's correct. + +.. note:: + + if you already sent the original invoice to your customer, you should send + the new invoice and the refund to the customer so that he gets all the documents. + +.. seealso:: + + * :doc:`refund` + +.. rst-class:: text-muted + +| Written by Fabien Pinckaers (Odoo) +| Proofread by Aline Preillon (Odoo)