How to close a partially paid invoice?

Question

How to close a partially paid invoice without creating a refund for the pre-tax amount?

Suppose the products price total $100 and the taxes amount to $15. The invoice totals $115. The customer sends a check for $110 and for whatever reason we want to close the invoice as fully paid. If we go to make a refund then we have to manually calculate a pre-tax amount so that the refund totals $5.

Is there a better way where we wouldn't have to do this manual calculation?

Ray Carnes · Answer

You can do this in a single step:

1) Accounting -> Customers -> Customer Payment

Complete the bottom half the of the * $110 * payment like this:

Gilles Lehoux · Answer

Register the partial payment then reconcile the partial payment with the invoice and choose to assign the difference as a writeoff. Do not create a refund.

Go to the customer's form view. In the More menu, select Receivables & Payables. Select the invoice and its partial payment. In the More menu, select Reconcile. In the next window, select Writeoff or another as appropriate.

Publicações relacionadas	Respostas	Visualizações
How do we create a Refund for Validated Invoice in Odoo Version 10.0. Resolvido invoice refund	2 jul. 18	3395
How to automatically add a fixed amount to the invoice? invoice tax	4 mar. 15	11535
TAX 15% Resolvido invoice tax quotation	1 abr. 24	2885
add Price with tax and odoo calculate the exact amount Resolvido invoice tax qoutation	2 jul. 24	2746
Item wise CGST & SGST display on invoice invoice tax GST	0 mar. 24	3510

Esta pergunta foi sinalizada

Está gostando da discussão? Não fique apenas lendo, participe!