diff --git a/accounting/payables/pay.rst b/accounting/payables/pay.rst index 3522a2daf..d8f740c41 100644 --- a/accounting/payables/pay.rst +++ b/accounting/payables/pay.rst @@ -6,5 +6,5 @@ Pay supplier bills :titlesonly: pay/sepa - pay/wire pay/check + pay/multiple diff --git a/accounting/payables/pay/media/multiple01.png b/accounting/payables/pay/media/multiple01.png new file mode 100644 index 000000000..144ec78dc Binary files /dev/null and b/accounting/payables/pay/media/multiple01.png differ diff --git a/accounting/payables/pay/media/multiple02.png b/accounting/payables/pay/media/multiple02.png new file mode 100644 index 000000000..e6a619f6c Binary files /dev/null and b/accounting/payables/pay/media/multiple02.png differ diff --git a/accounting/payables/pay/media/multiple03.png b/accounting/payables/pay/media/multiple03.png new file mode 100644 index 000000000..b56a25eb2 Binary files /dev/null and b/accounting/payables/pay/media/multiple03.png differ diff --git a/accounting/payables/pay/media/multiple04.png b/accounting/payables/pay/media/multiple04.png new file mode 100644 index 000000000..03e40f788 Binary files /dev/null and b/accounting/payables/pay/media/multiple04.png differ diff --git a/accounting/payables/pay/media/multiple05.png b/accounting/payables/pay/media/multiple05.png new file mode 100644 index 000000000..78e06b859 Binary files /dev/null and b/accounting/payables/pay/media/multiple05.png differ diff --git a/accounting/payables/pay/media/multiple06.png b/accounting/payables/pay/media/multiple06.png new file mode 100644 index 000000000..56406d99c Binary files /dev/null and b/accounting/payables/pay/media/multiple06.png differ diff --git a/accounting/payables/pay/media/multiple07.png b/accounting/payables/pay/media/multiple07.png new file mode 100644 index 000000000..bf629c4d5 Binary files /dev/null and b/accounting/payables/pay/media/multiple07.png differ diff --git a/accounting/payables/pay/media/multiple08.png b/accounting/payables/pay/media/multiple08.png new file mode 100644 index 000000000..e24adba35 Binary files /dev/null and b/accounting/payables/pay/media/multiple08.png differ diff --git a/accounting/payables/pay/media/multiple09.png b/accounting/payables/pay/media/multiple09.png new file mode 100644 index 000000000..33adaa6e4 Binary files /dev/null and b/accounting/payables/pay/media/multiple09.png differ diff --git a/accounting/payables/pay/media/multiple10.png b/accounting/payables/pay/media/multiple10.png new file mode 100644 index 000000000..b58e9942e Binary files /dev/null and b/accounting/payables/pay/media/multiple10.png differ diff --git a/accounting/payables/pay/media/multiple11.png b/accounting/payables/pay/media/multiple11.png new file mode 100644 index 000000000..3dea4f3c8 Binary files /dev/null and b/accounting/payables/pay/media/multiple11.png differ diff --git a/accounting/payables/pay/media/multiple12.png b/accounting/payables/pay/media/multiple12.png new file mode 100644 index 000000000..a2f07dad3 Binary files /dev/null and b/accounting/payables/pay/media/multiple12.png differ diff --git a/accounting/payables/pay/media/multiple13.png b/accounting/payables/pay/media/multiple13.png new file mode 100644 index 000000000..b3eda5754 Binary files /dev/null and b/accounting/payables/pay/media/multiple13.png differ diff --git a/accounting/payables/pay/multiple.rst b/accounting/payables/pay/multiple.rst new file mode 100644 index 000000000..0c9ea4087 --- /dev/null +++ b/accounting/payables/pay/multiple.rst @@ -0,0 +1,161 @@ +================================= +How to 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:: ./media/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:: ./media/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:: ./media/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:: ./media/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:: ./media/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:: ./media/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:: ./media/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:: ./media/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. + +.. todo: + + For more detail on the bank reconciliation process, please read the + following document + + `*Use cases in the bank reconciliation process?* `__ + +Partial payments of several supplier bills +========================================== + +How to pay several supplier bills having cash discounts at once? +---------------------------------------------------------------- + +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. + +We are creating multiple bills and partially pay them through bank +statements. + +We are adding payment terms which allow some cash discount where vendor +offer us early payment discount. + +.. image:: ./media/multiple09.png + :align: center + +We are creating the following bills with the assignment of the above +payment term. + +.. image:: ./media/multiple10.png + :align: center + +We have created the following bills: + +.. image:: ./media/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:: ./media/multiple12.png + :align: center + +Before reconciling this bank statement, we need to create one statement +model for cash discount. + +.. image:: ./media/multiple13.png + :align: center + +Now we are going back to bank statement and opening reconcile view. + +.. todo: + + For bank statement reconciliation with model option you can follow + following link + + `*Configure model of entries* `__ + + +.. rst-class:: text-muted + +| Written by Fabien Pinckaers (Odoo) +| Proofread by Samuel Cabodi, Benjamin Stiens (Odoo) diff --git a/accounting/payables/pay/wire.rst b/accounting/payables/pay/wire.rst deleted file mode 100644 index 56f127e26..000000000 --- a/accounting/payables/pay/wire.rst +++ /dev/null @@ -1,3 +0,0 @@ -============================= -Pay with a bank wire transfer -=============================