Japan Summary Invoice - Carryover
Add carryover amount tracking to summary invoices
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.
Important
This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status
Table of contents
Configuration
The 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 (per-billing override): In the billing form under the Carryover tab, the Show Carryover Amounts checkbox is computed from the partner setting but can be manually adjusted.
Usage
- 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.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Quartile
Contributors
- Quartile:
- Yoshi Tashiro
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
Current maintainers:
This module is part of the OCA/l10n-japan project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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