Japan Summary Invoice - Carryover
This module extends Japan Summary Invoice to support carryover amount tracking for recurring billing cycles.
It adds the following fields to billings:
- Previous Billed Amount: Total from the previous billing period
- Payment Amount: Payments received against the previous billing
- Carryover Amount: Outstanding balance carried forward
- Total Billed Amount: Carryover plus current purchases
Manual override fields are available to adjust values when needed.
The visibility of carryover amounts in the report can be controlled at company, partner, and billing levels.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Adds carryover tracking to Japanese summary invoices (billings): it shows the previous billed amount, payments received, the outstanding carryover and the new total billed amount, both on the billing form and in the printed report.
When you work with a summary invoice (a billing in account.billing), this module adds a new "Carryover" tab on the billing form, visible for customer invoices. There you can pick the previous billing, see the previous billed amount, the payment amount, the carryover amount, the current purchase amount and the total billed amount.
Odoo automatically proposes the previous billing: the last billed billing for the same company, customer, billing type, currency and remit-to bank, dated before the current one. The previous billed amount comes from that billing's total billed amount, and the payment amount is calculated from what is still open on the earlier billings in the same stream. The carryover is the previous billed amount minus payments, and the total billed amount is the carryover plus the current purchases.
Both the previous billed amount and the payment amount can be overridden manually with a toggle and a manual value. When you validate the billing, the current computed values are frozen into the manual fields.
Whether carryover amounts appear in the summary invoice report can be set per company (in the summary invoice settings), per customer (with Use Company Default / Yes / No) and adjusted per billing. When shown, the report adds a table with the five amounts and replaces the usual total row with a "Total Billed Amt" row.
Depends on
Models and fields (4)
- res.company · extends an existing modelshow_carryover_amounts
- res.partner · extends an existing modelshow_carryover_amounts
- account.billing · extends an existing modelpayment_amount, prev_billing_id (Previous Billing), carryover_amount, prev_billed_amount (Previous Billed Amount), total_billed_amount, payment_amount_manual (Payment Amount (Manual)), show_carryover_amounts, prev_billed_amount_manual (Previous Billed Amount (Manual)), use_payment_amount_manual (Use Manual Payment Amount), prev_billing_candidate_ids (Previous Billing Candidates), use_prev_billed_amount_manual (Use Manual Previous Billed Amount)
- res.config.settings · extends an existing modelshow_carryover_amounts
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: 2026-11-03Confirmation status: 2 confirmed, 7 with no information of 9 versions.
Sources · Odoo 19.0
Confirmed on 2026-11-03 in branch 19.0 of OCA/l10n-japan.
terminal Installation and usage
OCA documentation · Odoo 19.0Configuration
Source · Odoo 19.0The visibility of carryover amounts in the report can be controlled at three levels:
- Company (default for all partners): Go to Settings > Invoicing > Japan Summary Invoice and enable/disable Show Carryover Amounts.
- Partner (override for specific customers): Go to the partner form, under Sales & Purchases > Summary Invoice, set Show Carryover Amounts to:
- Use Company Default: Follow the company setting
- Yes: Always show carryover amounts
- No: Never show carryover amounts
- Billing (override for a single billing): In the billing form under the Carryover tab, the Show Carryover Amounts checkbox is set from the settings above when the billing is created, and can be adjusted afterwards. Later changes to those settings apply to new billings only, so a per-billing adjustment is never discarded.
Usage
Source · Odoo 19.0- When creating a new billing, the system automatically finds the most recent validated billing for the same partner and calculates:
- Previous Billed Amount: Total amount from the previous billing.
- Payment Amount: Payments received on the previous billing invoices.
- Carryover Amount: Previous billed amount minus payments.
- Use the Manual Adj. toggle to manually override the computed values if needed. This is useful when the previous billing was created before this module was installed or when adjustments are required.
- When the billing is validated, the current computed values are automatically frozen by enabling the manual override toggles. This ensures that subsequent payments on previous invoices do not affect the validated billing's carryover amounts.
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.