e3fee2cf46
Prior to this commit, the Odoo documentation was mainly split between
two repositories: odoo/odoo/doc and odoo/documentation-user. Some bits
of documentation were also hosted elsewhere (e.g., wiki, upgrade, ...).
This was causing several problems among which:
- The theme, config, Makefile, and similar technical resources had to
be duplicated. This resulted in inconsistent layout, features, and
build environments from one documentation to another.
- Some pages did not fit either documentation as they were relevant
for both users and developers. Some were relevant to neither of the
two (e.g., DB management).
- Cross-doc references had to be absolute links and they broke often.
- Merging large image files in the developer documentation would bloat
the odoo/odoo repository. Some contributions had to be lightened to
avoid merging too many images (e.g., Odoo development tutorials).
- Long-time contributors to the user documentation were chilly about
going through the merging process of the developer documentation
because of the runbot, mergebot, `odoo-dev` repository, etc.
- Some contributors would look for the developer documentation in the
`odoo/documentation-user` repository.
- Community issues about the user documentation were submitted on the
`odoo/odoo` repository and vice-versa.
Merging all documentations in one repository will allow us to have one
place, one theme, one work process, and one set of tools (build
environment, ...) for all of the Odoo docs.
As this is a good opportunity to revamp the layout of the documentation,
a brand new theme replaces the old one. It features a new way to
navigate the documentation, centered on the idea of always letting the
reader know what is the context (enclosing section, child pages, page
structure ...) of the page they are reading. The previous theme would
quickly confuse readers as they navigated the documentation and followed
cross-application links.
The chance is also taken to get rid of all the technical dangling parts,
performance issues, and left-overs. Except for some page-specific JS
scripts, the Odoo theme Sphinx extension is re-written from scratch
based on the latest Sphinx release to benefit from the improvements and
ease future contributions.
task-2351938
task-2352371
task-2205684
task-2352544
Closes #945
155 lines
4.6 KiB
ReStructuredText
155 lines
4.6 KiB
ReStructuredText
=================================
|
|
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.
|
|
|
|
.. seealso::
|
|
|
|
For more detail on the bank reconciliation process, please read:
|
|
|
|
* :doc:`../../bank/reconciliation/use_cases`
|
|
|
|
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.
|
|
|
|
.. seealso::
|
|
|
|
For bank statement reconciliation with model option, see
|
|
|
|
* :doc:`../../bank/reconciliation/configure`
|
|
|