Cancel Invoice Payment

Name: Cancel Invoice Payment
Price: 9.0 USD
Author: Yugma Tech

by Yugma Tech

$9.00

v17.0 Accounting

yt_cancel_invoice_payment

VERSIONS

17.0

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✨ Overview

Take full control of your invoice and payment cancellation process with this powerful Odoo module. Unlike the standard Odoo functionality, this module allows you to cancel invoices along with their linked payments in one action, with flexible configuration options to suit your business needs.

💡 Perfect for: Businesses that need to frequently cancel invoices and want to maintain a clean accounting system by automatically handling linked payments.

🎯 Key Features

🔗

Cancel Linked Payments

Automatically cancel all payments linked to an invoice when you cancel the invoice.

♻️

Restore Cancelled Records

Easily restore cancelled invoices and payments back to draft state for reuse.

🗑️

Complete Deletion

Fully delete cancelled records with one click, keeping your database clean.

📦

Bulk Operations

Cancel multiple invoices at once from the list view using the Actions menu.

⚙️

Configurable Behavior

Set system-wide operation types from Settings → Invoicing.

🎛️

Separate Controls

Configure invoice and payment operations independently.

⚙️ Configuration Options

Navigate to Settings → Invoicing → Invoice & Payment Cancellation

Invoice Operation Type

Cancel Only: Cancels the invoice without further action. The invoice remains in the system with a "Cancelled" status.

Cancel and Reset to Draft: Cancels the invoice and immediately resets it to draft state, allowing you to modify and reuse it.

Cancel and Delete: Cancels the invoice and permanently deletes it from the system.

Payment Operation Type

Cancel Only: Cancels the payment without further action.

Cancel and Reset to Draft: Cancels the payment and resets it to draft state.

Cancel and Delete: Cancels the payment and deletes it permanently.

📸 Screenshots

1️⃣ Configuration Settings

Configure invoice and payment cancellation behavior from Settings → Invoicing → Invoice & Payment Cancellation

Choose your preferred operation type for invoices and payments

2️⃣ Bulk Actions Menu

Select multiple invoices and use the Actions menu to cancel them in bulk

"Cancel Multiple Invoices" action respects your configuration settings

3️⃣ After Cancellation (Reset to Draft)

Invoices are automatically reset to draft state when using "Cancel and Reset to Draft" option

Invoices successfully cancelled and reset to draft for modification

📖 How to Use

Restore Cancelled Invoice

Open a cancelled invoice
Click the "Restore Cancelled" button
The invoice will be restored to draft state

Bulk Cancellation

Go to Accounting → Customers → Invoices (or Vendor Bills)
Select multiple invoices using checkboxes
Click Actions dropdown menu
Choose "Cancel Multiple Invoices"
All selected invoices will be processed according to your configuration

💡 Tip: The bulk action always respects your configuration settings. No need to choose different options - just set it once in Settings and the module will follow your preference.

🔧 Technical Specifications

Module Name yt_cancel_invoice_payment

Category Accounting

License LGPL-3

Dependencies

account - Invoicing/Accounting
stock - Inventory
mail - Messaging

Features

✅ Works with Customer Invoices, Vendor Bills, and Receipts
✅ Handles payment reconciliation automatically
✅ Clean database by removing unwanted records
✅ No conflicts with standard Odoo functionality
✅ Multi-company support

📥 Installation

Download and extract the module to your Odoo addons directory
Update the Apps list: Apps → Update Apps List
Search for "Cancel Invoice Payment" in the Apps menu
Click Install
Configure the module: Settings → Invoicing → Invoice & Payment Cancellation

⚠️ Important Notes

⚠️ Warning: When using "Cancel and Delete" option, the records are permanently removed from the database. Make sure you have proper backups before using this option.

📝 Note: This module automatically handles payment reconciliation. When you cancel an invoice with linked payments, the reconciliation is removed first, then the payments are processed according to your configuration.

🆘 Support & Contact

Need help with this module or looking for Odoo services? We're here to assist!

📧 Support Email: hello@yugmatech.com
🌐 Website: www.yugmatech.com

📦 Module Support

📧 Email support for installation and configuration issues
🐛 Bug reports and feature requests welcome
📚 Detailed documentation included in README.md
🔄 Regular updates for compatibility and new features
⚡ Fast response time for urgent issues

🎯 Our Odoo Services

Yugma Tech - Your Complete Odoo Solutions Partner

🔧

Odoo Customization

Tailored solutions to match your unique business processes and requirements.

🚀

Odoo Migration

Seamless migration between Odoo versions with zero data loss and minimal downtime.

⚙️

Implementation

Complete Odoo implementation from requirement analysis to deployment and training.

🛠️

Development

Custom module development, API integrations, and third-party app connections.

📊

Consulting

Expert Odoo consulting to optimize your business workflows and maximize ROI.

💼

Support & Maintenance

Ongoing support, troubleshooting, performance optimization, and system maintenance.

💡 Need Odoo Services? Whether you need customization, migration, implementation, or ongoing support, Yugma Tech has the expertise to help your business succeed with Odoo. Contact us today to discuss your requirements!

🚀 Ready to Simplify Your Invoice Management?

Install now and experience the flexibility of configurable invoice cancellation!

📞 Need Custom Odoo Solutions?

Contact Yugma Tech for customization, migration, implementation, and support services.

📧 hello@yugmatech.com | 🌐 www.yugmatech.com

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