=================================
Account Invoice Payment Retention
=================================
..
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:alt: License: AGPL-3
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:target: https://github.com/OCA/account-invoicing/tree/16.0/account_invoice_payment_retention
:alt: OCA/account-invoicing
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:target: https://translation.odoo-community.org/projects/account-invoicing-16-0/account-invoicing-16-0-account_invoice_payment_retention
:alt: Translate me on Weblate
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:alt: Try me on Runboat
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This module provide a feature to plan for retention during invoice / payment. And return it at later time.
#. At Vendor Bill (or Customer Invoice), user can plan the retention by percent/amount
#. At Payment, to retain the amount as planned (enforce / not enforce)
#. At a later time, with another Vendor Bill (or Customer Invoice), user can select the retained payment in order to return it
Note: This feature works on both customer invoice and vendor bill alike.
.. 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 <https://odoo-community.org/page/development-status>`_
**Table of contents**
.. contents::
:local:
Configuration
=============
#. Go to menu > Invoicing > Configurations > Settings
#. Enable Invoice's Retention on Payment
#. Select the Retention Payable Account and Retention Receivalbe Account, make sure this account allow reconciliation
#. Once setup, user will see new Retention fields in Customer Invoice / Vendor Bill.
Usage
=====
**To plan for retention during invoice**
#. Create new Vendor Bill (or Customer Invoice).
#. Specify amount to retain, by percent or amount.
#. Validate invoice as per normal.
**To make payment retention**
#. From the invoice, click Register Payment.
#. On the payment window, system suggest the retention amount, click on helper toggle to apply it.
#. By default, enforce retention is checked to ensure that, a valid retention amount and retention account is applied.
#. Once ready, make payment as per normal. Journal Entry created with a retention account move line (to be cleared at later time).
**Note:** System just help to validate retention. At the end, user can ignore the retention.
**To return the retained amount**
#. As time arrived to return the retained amount. Create the new Vendor Bill (or Customer Invoice).
#. Select the partner. Return Retention field will list only uncleared retained amount for this partner.
#. Select one or multiple payments (journal entry), system will auto populate the retained amount.
#. Validate invoice as per normal, system will now clear (reconcile) that retention.
#. Proceed to payment as per normal.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-invoicing/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 <https://github.com/OCA/account-invoicing/issues/new?body=module:%20account_invoice_payment_retention%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* Ecosoft
Contributors
~~~~~~~~~~~~
* `Ecosoft <http://ecosoft.co.th>`__:
* Kitti U. <kittiu@ecosoft.co.th>
* Saran Lim. <saranl@ecosoft.co.th>
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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.
This module is part of the `OCA/account-invoicing <https://github.com/OCA/account-invoicing/tree/16.0/account_invoice_payment_retention>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "=================================\nAccount Invoice Payment Retention\n=================================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:3777e106c2b9db81bc85f12be1c15069f383283a5b4dccab992fdfa8b2bcfd4c\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png\n :target: https://odoo-community.org/page/development-status\n :alt: Alpha\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--invoicing-lightgray.png?logo=github\n :target: https://github.com/OCA/account-invoicing/tree/16.0/account_invoice_payment_retention\n :alt: OCA/account-invoicing\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/account-invoicing-16-0/account-invoicing-16-0-account_invoice_payment_retention\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n :target: https://runboat.odoo-community.org/builds?repo=OCA/account-invoicing&target_branch=16.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nThis module provide a feature to plan for retention during invoice / payment. And return it at later time.\n\n#. At Vendor Bill (or Customer Invoice), user can plan the retention by percent/amount\n#. At Payment, to retain the amount as planned (enforce / not enforce)\n#. At a later time, with another Vendor Bill (or Customer Invoice), user can select the retained payment in order to return it\n\nNote: This feature works on both customer invoice and vendor bill alike.\n\n.. IMPORTANT::\n This is an alpha version, the data model and design can change at any time without warning.\n Only for development or testing purpose, do not use in production.\n `More details on development status <https://odoo-community.org/page/development-status>`_\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\n#. Go to menu > Invoicing > Configurations > Settings\n#. Enable Invoice's Retention on Payment\n#. Select the Retention Payable Account and Retention Receivalbe Account, make sure this account allow reconciliation\n#. Once setup, user will see new Retention fields in Customer Invoice / Vendor Bill.\n\nUsage\n=====\n\n**To plan for retention during invoice**\n\n#. Create new Vendor Bill (or Customer Invoice).\n#. Specify amount to retain, by percent or amount.\n#. Validate invoice as per normal.\n\n**To make payment retention**\n\n#. From the invoice, click Register Payment.\n#. On the payment window, system suggest the retention amount, click on helper toggle to apply it.\n#. By default, enforce retention is checked to ensure that, a valid retention amount and retention account is applied.\n#. Once ready, make payment as per normal. Journal Entry created with a retention account move line (to be cleared at later time).\n\n**Note:** System just help to validate retention. At the end, user can ignore the retention.\n\n**To return the retained amount**\n\n#. As time arrived to return the retained amount. Create the new Vendor Bill (or Customer Invoice).\n#. Select the partner. Return Retention field will list only uncleared retained amount for this partner.\n#. Select one or multiple payments (journal entry), system will auto populate the retained amount.\n#. Validate invoice as per normal, system will now clear (reconcile) that retention.\n#. Proceed to payment as per normal.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/account-invoicing/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/account-invoicing/issues/new?body=module:%20account_invoice_payment_retention%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* Ecosoft\n\nContributors\n~~~~~~~~~~~~\n\n* `Ecosoft <http://ecosoft.co.th>`__:\n\n * Kitti U. <kittiu@ecosoft.co.th>\n * Saran Lim. <saranl@ecosoft.co.th>\n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\nThis module is part of the `OCA/account-invoicing <https://github.com/OCA/account-invoicing/tree/16.0/account_invoice_payment_retention>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n\n\n",
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