diff --git a/content/applications/finance/accounting/customer_invoices.rst b/content/applications/finance/accounting/customer_invoices.rst index d33dff427..6e475f482 100644 --- a/content/applications/finance/accounting/customer_invoices.rst +++ b/content/applications/finance/accounting/customer_invoices.rst @@ -83,8 +83,8 @@ Invoice confirmation Click :guilabel:`Confirm` when the invoice is completed. The invoice's status changes to :guilabel:`Posted`, and a journal entry is generated based on the invoice configuration. On -confirmation, Odoo assigns each invoice a unique number from a defined :ref:`sequence -`. +confirmation, Odoo assigns each invoice a unique number from a defined :doc:`sequence +`. .. note:: - Once confirmed, an invoice can no longer be updated. Click :guilabel:`Reset to draft` if @@ -171,74 +171,6 @@ how much the customer is overdue. These actions are bundled into follow-up level an invoice is overdue by a certain number of days. If there are multiple overdue invoices for the same customer, the actions are performed on the most overdue invoice. -.. _accounting/invoice/sequence: - -Invoice sequence -================ - -When confirming an invoice, Odoo generates a unique invoice reference number. By default, Odoo uses -the following sequence format `INV/year/incrementing-number` (e.g., `INV/2025/00001`), which -restarts from `00001` each year. - -However, it is possible to :ref:`change the sequence format ` and -its periodicity, and to :ref:`mass-resequence invoices `. - -.. note:: - Changes made to reference numbers are logged in the chatter. - -.. _accounting/invoice/resequencing: - -Changing the default sequence ------------------------------ - -To customize the default sequence, open the last confirmed invoice, click :guilabel:`Reset to -Draft`, and edit the invoice's reference number. - -.. image:: customer_invoices/reference-number.png - :alt: Editing the reference number of an invoice. - -Odoo then explains how the detected format will be applied to all future invoices. For example, if -the current invoice's month is added, the sequence's periodicity will change to every month instead -of every year. - -.. image:: customer_invoices/sequence-dialog.png - :alt: Editing the reference number of an invoice. - -.. tip:: - The sequence format can be edited directly when creating the first invoice of a given sequence - period. - -.. _accounting/invoice/mass-resequencing: - -Mass-resequencing invoices --------------------------- - -It can be helpful to resequence multiple invoice numbers. For example, when importing invoices from -another invoicing or accounting system and the reference originates from the previous software, -continuity for the current year must be maintained without restarting from the beginning. - -.. note:: - This feature is only available to users with administrator or advisor access. - -Follow these steps to resequence invoice numbers: - -#. Activate the :ref:`developer mode `. -#. From the :guilabel:`Accounting Dashboard`, open the :guilabel:`Customer Invoices` journal. -#. Select the invoices that need a new sequence. -#. Click the :icon:`fa-cog` :guilabel:`Actions` menu and select :guilabel:`Resequence`. -#. In the :guilabel:`Ordering` field, choose to - - - :guilabel:`Keep current order`: The order of the numbers remains the same. - - :guilabel:`Reorder by accounting date`: The number is reordered by accounting date. - -#. Set the :guilabel:`First New Sequence`. -#. :guilabel:`Preview Modifications` and click :guilabel:`Confirm`. - -The first invoice using the new sequence appears in red in the :guilabel:`Customer Invoices` list. - -.. image:: customer_invoices/invoice-sequencing.png - :alt: Resequence options window - .. _accounting/invoice/reporting: Reporting @@ -303,6 +235,7 @@ liabilities, and equity at a specific time. customer_invoices/cash_rounding customer_invoices/deferred_revenues customer_invoices/electronic_invoicing + customer_invoices/sequence customer_invoices/snailmail customer_invoices/epc_qr_code customer_invoices/incoterms diff --git a/content/applications/finance/accounting/customer_invoices/sequence.rst b/content/applications/finance/accounting/customer_invoices/sequence.rst new file mode 100644 index 000000000..ad3816bc9 --- /dev/null +++ b/content/applications/finance/accounting/customer_invoices/sequence.rst @@ -0,0 +1,66 @@ +================ +Invoice sequence +================ + +When confirming an invoice, Odoo generates a unique invoice reference number. By default, Odoo uses +the following sequence format `INV/year/incrementing-number` (e.g., `INV/2025/00001`), which +restarts from `00001` each year. + +However, it is possible to :ref:`change the sequence format ` and +its periodicity, and to :ref:`mass-resequence invoices `. + +.. note:: + Changes made to reference numbers are logged in the chatter. + +.. _accounting/invoice/resequencing: + +Changing the default sequence +============================= + +To customize the default sequence, open the last confirmed invoice, click :guilabel:`Reset to +Draft`, and edit the invoice's reference number. + +.. image:: sequence/reference-number.png + :alt: Editing the reference number of an invoice. + +Odoo then explains how the detected format will be applied to all future invoices. For example, if +the current invoice's month is added, the sequence's periodicity will change to every month instead +of every year. + +.. image:: sequence/sequence-dialog.png + :alt: Editing the reference number of an invoice. + +.. tip:: + The sequence format can be edited directly when creating the first invoice of a given sequence + period. + +.. _accounting/invoice/mass-resequencing: + +Mass-resequencing invoices +========================== + +It can be helpful to resequence multiple invoice numbers. For example, when importing invoices from +another invoicing or accounting system and the reference originates from the previous software, +continuity for the current year must be maintained without restarting from the beginning. + +.. note:: + This feature is only available to users with administrator or advisor access. + +Follow these steps to resequence invoice numbers: + +#. Activate the :ref:`developer mode `. +#. From the :guilabel:`Accounting Dashboard`, open the :guilabel:`Customer Invoices` journal. +#. Select the invoices that need a new sequence. +#. Click the :icon:`fa-cog` :guilabel:`Actions` menu and select :guilabel:`Resequence`. +#. In the :guilabel:`Ordering` field, choose to + + - :guilabel:`Keep current order`: The order of the numbers remains the same. + - :guilabel:`Reorder by accounting date`: The number is reordered by accounting date. + +#. Set the :guilabel:`First New Sequence`. +#. :guilabel:`Preview Modifications` and click :guilabel:`Confirm`. + +The first invoice using the new sequence appears in red in the :guilabel:`Customer Invoices` list. + +.. image:: sequence/invoice-sequencing.png + :alt: Resequence options window diff --git a/content/applications/finance/accounting/customer_invoices/invoice-sequencing.png b/content/applications/finance/accounting/customer_invoices/sequence/invoice-sequencing.png similarity index 100% rename from content/applications/finance/accounting/customer_invoices/invoice-sequencing.png rename to content/applications/finance/accounting/customer_invoices/sequence/invoice-sequencing.png diff --git a/content/applications/finance/accounting/customer_invoices/reference-number.png b/content/applications/finance/accounting/customer_invoices/sequence/reference-number.png similarity index 100% rename from content/applications/finance/accounting/customer_invoices/reference-number.png rename to content/applications/finance/accounting/customer_invoices/sequence/reference-number.png diff --git a/content/applications/finance/accounting/customer_invoices/sequence-dialog.png b/content/applications/finance/accounting/customer_invoices/sequence/sequence-dialog.png similarity index 100% rename from content/applications/finance/accounting/customer_invoices/sequence-dialog.png rename to content/applications/finance/accounting/customer_invoices/sequence/sequence-dialog.png