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Account Move Transfer Partner

account_move_transfer_partner folder_open OCA/account-financial-tools open_in_new
Generic License: AGPL-3

Add wizard to make transfer amount due from invoice / refund documents to specific partner

auto_awesome What this module does

AI-generated from the code · Odoo 16.0

Lets you move the outstanding amount due on posted invoices, refunds or payments from one or several partners to a single destination partner, by creating and posting a new journal entry.

This module adds a wizard called "Transfer amount due to another partner". You open it from the Action menu on a posted invoice, refund or payment (it is available on account.move and account.payment).

In the wizard you see the origin partner(s), the selected documents, the currency, the accounting date, the journal (only general journals are allowed) and the total amount due. You then choose the destination partner, which cannot be one of the origin partners or their parent company.

  • The total amount due is computed automatically from the outstanding amounts of the selected documents, converted into the chosen currency at the chosen date.
  • The amount to transfer defaults to that total and can only be edited when exactly one document is selected; it must be greater than zero and cannot exceed the total amount due.
  • If some selected documents are not invoices, refunds or payments, a warning is shown and those documents are ignored.

When you click Continue, the module creates one new journal entry per selected document, posts it, and reconciles the new lines with the original outstanding lines so the debt is transferred to the destination partner. The new entries are then shown to you.

Depends on

account
Models and fields (1)
  • wizard.account.move.transfer.partner · new modelmove_ids (Moves Selected), journal_id (Journal), currency_id (Currency), account_date (Account date), total_amount_due, amount_to_transfer (Amount to transfer), origin_partner_ids (Origin Partner), no_invoice_documents (No invoice documents?), destination_partner_id (Destination partner), allow_edit_amount_to_transfer (Allow edit amount to transfer?)

Text generated by AI (DeepSeek) from reading the Odoo 16.0 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: 2 confirmed, 7 with no information of 9 versions.

Sources · Odoo 16.0

Confirmed on 2026-11-03 in branch 16.0 of OCA/account-financial-tools.

terminal Installation and usage

OCA documentation · Odoo 16.0

This wizard just can be used on invoice / refund documents

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.