This module allows to reorganize customers debts in case of difficult financial conditions in order to spread the debts over a longer period of time. The module can also be used in a similar way for the user's company in case their suppliers offer them the opportunity to discuss a clearance plan.
One can decide the debts to be part of the clearance plan (all partner's debts or some of them only) and split this amount into new financial commitments at new dates. Please notice that one clearance plan = one payable/receivable account.
auto_awesome What this module does
AI-generated from the code · Odoo 12.0Lets accountants reorganize a customer's or supplier's open debts into a new payment plan with new due dates, by creating a single journal entry that replaces the selected open items.
This module adds a Clearance Plan tool for accountants who need to reschedule debts. From a customer invoice or from selected journal items, an accountant can open the Clearance Plan wizard and split the total open amount into several new commitments, each with its own label, amount and due date.
The wizard only works on items from exactly one partner and one account, and that account must be of type receivable or payable. It automatically fills the total amount to allocate from the open residual amounts and shows how much is still unallocated as lines are added. Amounts must be positive, and the plan can only be confirmed when nothing is left unallocated.
On confirmation, Odoo creates a new journal entry in the chosen journal, reverses the selected open items and adds the new clearance plan lines, posts the entry and reconciles everything together. The user is then taken to the created journal entry.
In Settings, under Invoicing, a Clearance Plan section lets you set a default journal and a default label for the new lines. The wizard is available to accounting managers from invoices and journal items.
Depends on
Models and fields (5)
- res.company · extends an existing modelclearance_plan_journal_id (Default Clearance Plan Journal), clearance_plan_move_line_name (Default Clearance Plan Move Line Name)
- account.invoice · extends an existing model
- res.config.settings · extends an existing modelclearance_plan_journal_id (Default Clearance Plan Journal), clearance_plan_move_line_name (Default Clearance Plan Move Line Name)
- account.clearance.plan · new modelmove_ref (Journal Entry Reference), journal_id (Journal), move_line_ids, move_narration (Journal Entry Internal Note), amount_to_allocate (Total Amount to Allocate), amount_unallocated (Amount Unallocated), clearance_plan_line_ids
- account.clearance.plan.line · new modelname (Label), amount, date_maturity (Due Date), clearance_plan_id
Text generated by AI (DeepSeek) from reading the Odoo 12.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 12.0
Confirmed on 2026-11-03 in branch 12.0 of OCA/account-financial-tools.
terminal Installation and usage
OCA documentation · Odoo 12.0Usage
Source · Odoo 12.0To use this module, you need to:
- Go to Invoicing > Accounting > Journal Items, or Invoicing > Vendor Bills, or Invoicing > Customer Invoices
- Then select the journal items or invoices and go to Action > Clearance Plan
- Choose a journal for the new entry that will be created. Default journal can be configured in Invoicing > Configuration > Settings > Clearance Plan
- Add one line for each new payment amounts and dates you would like to set.
- Click Confirm, the journal items or invoices you selected are now reconciled and new journal items are open according to your choices.
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.