Invoice Lines Summary
| Lines of Code | 337 |
| Technical name | to_invoice_line_summary |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/16.0/to_invoice_line_summary |
| Read description for | v 10.0 v 11.0 v 12.0 v 13.0 v 14.0 v 15.0 |
| Required Apps | Invoicing (account) Discuss (mail) |
| Extensions | E-invoice Summary |
Demo video: Invoice Lines Summary
Key Features
- This module will summarize all the invoice lines of the same product into a new line to simplify the invoice management process.
- A new PDF version of the invoice is additionally generated based on the summary lines. In other words, you can print a full version or summary version of an invoice.
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_invoice_line_summary.
- Press Install.
Instruction
Instruction video: Invoice Lines Summary
Create customer invoice with multiple lines of the same product
Create a customer invoice. On this invoice, select multiple invoice line of the same product or product variant. For example: On the invoice line select 2 lines of product variants White pen (Small) and one line of White pen (Large).
Summarize the invoice lines
On the invoice interface, you can see the Invoice Lines Summary tab. There are 2 different modes to select and preview:
Invoice Summary Line Mode:
- Product (Variant), Unit price, Tax, Discount: Select this mode if you want to summarize the invoice lines by product/product variant and also separate lines when each unit price, tax, or discount amount is different.
- Product (Variant), Tax, Discount: Select this mode if you want to summarize the invoice lines by product/product variant and also separate lines when each tax or discount amount is different. The system will automatically calculate the average unit price according to the formula: Unit price = Total price of the product lines/Total quantity. For example, there are 2 invoice lines of variant White pen (Small).
- Line 1: Price: 120.000, quantity: 2.
- Line 2: Price: 100.000, quantity: 1.
After summarizing, the new product unit price = [(120.000 * 2 + (100.000 * 1)] / (2+1) = 113,333.
- Product template, Unit price, Tax, Discount: Select this mode if you don't want to summarize the invoice lines by product/product variant but still separate lines when each tax or discount amount is different.
- Product template, Tax, Discount: Select this mode if you don't want to summarize the invoice lines by product/product variant but still separate lines when each tax or discount amount is different. The system will automatically calculate the average unit price according to the formula: Unit price = Total price of the product lines/Total quantity. For example, there are 3 invoice lines of product White pen.
- Line 1: Price: 120.000, quantity: 2.
- Line 2: Price: 100.000, quantity: 1.
- Line 3: Price: 150.000, quantity: 1.
After summarizing, the new product unit price = [(120.000 * 2 + (100.000 * 1) + (150.000 * 1)] / (2+1+1) = 122.500.
Invoice Display Mode:
- Invoice Lines: Show the original invoice lines (without invoice line summary). Press Save, select Print > Invoices to print, or Preview to preview the customer invoice.
- Invoice Line Summary Lines: Show the invoice according to the selected Invoice Summary Line Mode. Press Preview to preview the customer invoice.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
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