Account Invoice Refund Reason
This module allows you to define a list of reasons to create a credit note from a customer invoice or vendor bill and report on them.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Lets you keep a list of standard reasons for issuing credit notes and pick one when you reverse a customer invoice or vendor bill, so refunds are categorised and can be reported on.
This module adds a small reference list of refund reasons that you maintain yourself, and makes that list available when you create a credit note.
Where it appears in Odoo: - Under Accounting configuration there is a new "Refund Reasons" menu where you can create, edit and archive reasons. Each reason has a name (translated), an optional description and an active flag. - On the credit note wizard (the screen used to reverse an invoice or bill) a new "Refund Reason" field is shown and is mandatory; the old free-text reason field is hidden. - On the resulting credit note itself, the chosen reason is displayed in the invoice form, read-only, next to the reference.
Business behaviour: - When you confirm the reversal, the reason you selected is automatically copied onto every credit note created from that reversal, so you do not have to type it again. - The reason name is also copied into the wizard's text reason field automatically. - A set of common reasons (cancellation, price difference, data correction, etc.) is loaded when the module is installed. - Accounting users can read the reason list; only accounting managers can create, change or delete reasons.
It touches the invoice/bill model account.move, the reversal wizard account.move.reversal and adds the new model account.move.refund.reason.
Depends on
Required by other modules
Menus it adds
Models and fields (3)
- account.move · extends an existing modelreason_id (Refund Reason)
- account.move.reversal · extends an existing modelreason, reason_id (Refund Reason)
- account.move.refund.reason · new modelname, active, description
Text generated by AI (DeepSeek) from reading the Odoo 18.0 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: 6 confirmed, 3 with no information of 9 versions.
Sources · Odoo 16.0
Confirmed on 2026-11-03 in branch 16.0 of OCA/account-invoicing.
terminal Installation and usage
OCA documentation · Odoo 18.0Configuration
Source · Odoo 18.0- Go to Accounting \> Configuration \> Management \> Refund Reasons
- Review the list of predefined reasons to update them or add new ones
Usage
Source · Odoo 18.0- Go to Invoicing (Accounting) \> Customers \> Invoices (or Invoicing (Accounting) \> Vendors \> Bills)
- Select an open invoice
- Click on "Credit Note"
- In the wizard, select the reason and add the credit note
No verified information in OCA: Installation.
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.