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Account Move Reversal Choose Method

account_move_reversal_choose_method folder_open OCA/account-financial-tools open_in_new
Accounting & Finance License: AGPL-3

This module allows you to choose the Credit Method (refund_method) when adding a credit note to a journal entry.

auto_awesome What this module does

AI-generated from the code · Odoo 15.0

Lets you pick the credit method when creating a credit note from a journal entry, and shows a short explanation of what each method does.

When you use the "Add Credit Note" wizard on a journal entry, Odoo normally hides or locks the credit method choice. This module makes that choice visible and editable again, so you can decide how the reversal is handled.

  • The credit method field is shown on the reversal wizard screen.
  • For customer invoices and vendor bills (out_invoice, in_invoice), the field stays editable only while the entry still has an open amount; once the residual is zero it becomes read-only.
  • For other entry types, the field is freely selectable.

A small help text appears under the field explaining the selected method: - "Refund": the credit note is created in draft and can be edited before being issued. - "Cancel": the credit note is auto-validated and reconciled with the journal entry. - "Modify": the credit note is auto-validated and reconciled, and the original entry is duplicated as a new draft.

It only changes the reversal wizard screen (account.move.reversal); no new menus, reports or scheduled actions are added. Everything else in accounting stays the same.

Depends on

account

Text generated by AI (DeepSeek) from reading the Odoo 15.0 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: 3 confirmed, 6 with no information of 9 versions.

Sources · Odoo 14.0

Confirmed on 2026-11-03 in branch 14.0 of OCA/account-financial-tools.

terminal Installation and usage

No verified information

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.

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.