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Account Invoice Clearing

account_invoice_clearing folder_open OCA/account-invoicing open_in_new
Accounting/Accounting License: AGPL-3

This module complements the functionality of Automatic Entries in Accounting. It provides a Wizard to clear invoices by creating an intermediate journal entry. It allows to clear any invoice with its opposite types. out_ types are cleared with in_ types and vice versa. The invoices to be cleared have to be not paid or partially paid. The wizard will use the residual amount of the invoices in the clearing process.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Adds an "Invoice clearing" button on posted invoices and bills that opens a wizard to offset open invoices against their opposite entries by creating and reconciling an intermediate journal entry.

This module adds an "Invoice clearing" button on the form of a posted invoice or bill (visible to billing users, hidden for journal entries and fully paid documents). It also adds an "Invoice Clearing" action in the list view of invoices.

The wizard lets you pick the invoices/bills to clear and shows the open receivable or payable lines. It automatically finds the counterpart open lines of the same commercial partner and opposite type (customer invoices against vendor bills and refunds), and lets you set how much of each line to clear. Buttons let you auto-fill amounts, reset the selection, sort by due date or by residual amount, or use the full residual of a line.

A preview shows the journal entries that will be generated before you confirm. When you click "Create and Concile", the wizard creates a general journal entry and reconciles each new line with its counterpart. All selected invoices must belong to the same commercial partner, the same type and the same company, and the clearing amount cannot exceed the residual amount.

Depends on

account
Models and fields (3)
  • account.move · extends an existing model
  • account.invoice.clearing.wizard · new modeldate, line_ids (Lines), move_data, move_name, move_type, company_id, journal_id (Journal), invoice_ids (Invoices/Bills), move_line_ids, amount_to_clear, move_line_prefix (Prefix for move lines), preview_move_data, company_currency_id, commercial_partner_id
  • account.invoice.clearing.lines.wizard · new modeldate, name, debit, credit, sequence, account_id, invoice_id, product_id, clearing_id (Clearing), can_use_line, move_line_id (Move Line), date_maturity, amount_residual, amount_to_clear (Clearing amount), company_currency_id

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 4 confirmed, 5 with no information of 9 versions.

Sources · Odoo 19.0

Confirmed on 2026-11-03 in branch 19.0 of OCA/account-invoicing.

terminal Installation and usage

OCA documentation · Odoo 19.0

To use this module, you need to:

  • You must have unpaid invoices in the system for the same contact (or his childs) in out_ and in_ types.
  • Go to a view where invoices are shown. No matter if are Invoices or Bills.
  • Select one or several invoices/bills. You can also enter an invoice/bill and click on the Invoice clearing button if it's open and fully paid.
  • Fill in the top fields of the wizard and in the lines to clear field, select the lines from other invoices you want to clear.
  • With the Sort buttons, you can sort the lines as appropriate.
  • With the actions button, you can reset, clear or autofill the amount to be used in the order previously chosen.
  • Check that the preview is as expected.
  • Press the Confirm button to create the invoice clearing.
  • A clearing journal entry will be generated for each invoice/bill to be cleared.
  • The resulting journal entries will reconcile all their lines with the initial move lines and the clearing moves lines.

No verified information in OCA: Installation, Configuration.

info

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.