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Merge Invoices — A build-to-order Odoo module that consolidates multiple draft invoices or account moves for the same custome — 1/1示意预览

A build-to-order Odoo module that consolidates multiple draft invoices or account moves for the same customer into one clean invoice.

ECOSIRE scopes, builds, installs, and supports it for your database.

什么是 Merge Invoices?

A build-to-order Odoo module that consolidates multiple draft invoices or account moves for the same customer into one clean invoice. ECOSIRE scopes, builds, installs, and supports it for your database. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

核心功能

Wizard + server action over `account.move` that consolidates several selected customer invoices into one new invoice
Pre-merge validation enforcing matching partner, currency, company, and fiscal position before any merge is allowed
Source invoice lines unioned into the target move with product, quantity, unit price, and description preserved intact
Analytic distribution and analytic accounts carried through to the consolidated lines
Tax lines recomputed natively via Odoo's tax engine so totals reconcile against the source set
Configurable source-reference stamping so each merged line traces back to its origin invoice number
Full audit trail via chatter messages on both the merged invoice and each source, plus `ir.logging` entries
Group-by key configurable at scoping (partner, partner-and-period, or a custom field) for batch consolidation runs
`ir.model.access.csv` plus record rules restricting the merge action to a dedicated accounting security group
Multi-company record rules that keep merges scoped to the active operating company
Optional automated-action trigger to consolidate on a schedule (e.g. month-end) without manual clicks
XML-RPC / JSON-RPC entry point so external systems can request a merge headlessly
Handling rules for down-payments, existing credit notes, and posted-vs-draft sources defined per your policy
Clean compatibility across Odoo 17.0, 18.0, and 19.0 on both Community and Enterprise

按需定制,全程代劳

无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。

  1. 1

    您下单

    以一次性构建价格开始。我们在启动时与您共同确定范围。

  2. 2

    我们构建与安装

    ECOSIRE 在您的 Odoo 上构建、配置并安装。

  3. 3

    上线 + 支持

    约一个工作周内上线,并包含两周上线支持。我们交付的代码中的缺陷免费修复。

技术规格

Odoo 兼容性
Odoo 17, Odoo 18, Odoo 19
版本
企业版和社区版
许可证
许可证需要确认
Python 要求
Python 3.10+
数据库
PostgreSQL 12+

关于此产品

Finance teams that raise many small invoices for the same customer end up drowning in paperwork: ten deliveries in a month become ten account.move records, ten PDFs, ten payment references, and ten reconciliation lines. Customers ask for one consolidated invoice; your team ends up either credit-noting and re-keying by hand or exporting to a spreadsheet to bolt figures together. Odoo core has no supported way to fold several posted or draft invoices into a single document — the sale/subscription "invoicing policy" batches at generation time, not after the fact, and there is no button that says "combine these five into one." That gap is exactly where manual workarounds creep in and errors follow.

ECOSIRE builds Merge Invoices as a proper Odoo module for your database. At its core it adds a server action and wizard over account.move: select several draft (or, per your policy, cancellable-and-reissuable) customer invoices for the same partner, currency, and company, and generate one consolidated account.move whose lines are the union of the source invoice lines — preserving analytic distribution, taxes, product references, and the source document numbers as a traceable origin. The wizard validates that partners, currencies, fiscal positions, and companies match before it will merge, and it records a clean audit trail (ir.logging plus a message on the chatter of both the merged invoice and the sources) so an auditor can always walk from the single invoice back to what it replaced. Access is governed by ir.model.access.csv and record rules so only accounting users with the right group can run a merge, and multi-company record rules keep the action inside the operating company. We wire the whole thing with a __manifest__.py that depends only on account, ship OWL/XML views and a QWeb-ready consolidated layout, and keep the compute logic in tested @api.depends methods rather than fragile onchange hacks — so it upgrades cleanly across Odoo 17.0, 18.0, and 19.0 and works on both Community and Enterprise.

Because this is a productized service, not a shelf download, the behaviour is shaped to your reality during scoping: whether merges happen on drafts only or reverse-and-reissue posted moves, how source references are stamped on the consolidated lines, whether you group by partner-and-period or by a custom key, how down-payments and existing credit notes are handled, and whether the action is exposed in the list view, on the partner, or triggered by an automated action or the XML-RPC/JSON-RPC API for headless batch runs. You get code built for your version and your chart of accounts, not a generic binary you have to bend to fit.

Delivery is build-to-order. After a short scoping call we confirm exact scope in writing, then build on a staging copy of your database, run UAT with your team, and cut over with a rollback plan. Typical delivery is one working week from confirmed scope, depending on edge cases and how many localizations or integrations touch invoicing. Pricing starts from $999 (indicative, single-company base scope); multi-company consolidation, deep localization or e-invoicing hooks, and large historical data migration increase the quoted scope. You receive a fixed quote after the scoping call — never a surprise.

你得到什么

  • Installable Odoo module source code for your target version(s), built for your database
  • Installation and configuration on your staging then production environment
  • Technical documentation (models, fields, security groups, merge rules, upgrade notes)
  • End-user guide plus a live training session for your accounting team
  • UAT on a staging copy of your database with an agreed test script and rollback plan
  • Post-go-live support window for defect fixes and adjustments
  • Git repository handover with tagged release and commit history
  • Configuration record of the merge rules, group-by key, and security groups agreed at scoping

这是给谁的

Accounting / AR Manager

Owns receivables and month-end close. Needs to send customers one consolidated invoice per period instead of dozens of small ones, without re-keying or breaking the audit trail back to source documents.

Odoo Functional Consultant / ERP Lead

Runs Odoo internally and fields the 'can we just combine these invoices?' request. Wants a supported, upgrade-safe module scoped to the company's chart of accounts and invoicing policy, not a spreadsheet workaround.

Finance Operations Lead in a high-volume B2B business

Handles many deliveries or subscriptions per customer per month. Needs batch consolidation by partner-and-period, ideally scheduled or triggered via API, with taxes and analytics preserved.

Odoo Partner / Systems Integrator

Delivering an Odoo project for an end client and needs a reliable invoice-merge capability built and warranted by a specialist, with clean code, tests, and a git handover to fold into the wider implementation.

Merge Invoices 如何比较

标准伊科西尔定制建造竞争对手Odoo 原生
Fit to your invoicing policyBuilt to your exact merge rules and chart of accountsFully bespoke but you own all the design decisionsFixed feature set; you adapt to its assumptionsNo merge concept at all
Merge posted vs draft invoicesConfigurable, incl. reverse-and-reissue flow if neededWhatever you specify and buildUsually drafts only, take it or leave itNot supported
Audit trail & traceabilityChatter + source refs + `ir.logging`, both directionsOnly if you design and build it inVaries; often minimal linkageN/A
Security & multi-company scopingDedicated group via `ir.model.access.csv` + record rulesYour responsibility to implementGeneric groups, limited controlN/A
Odoo 17/18/19 & Community/EnterpriseBuilt and tested for your version, upgrade-safeDepends on your team's disciplineDepends on vendor's version coverageN/A
Support & warrantyPost-go-live window + git handover from a specialistIn-house only, no external warrantyVendor support of variable qualityCommunity/Enterprise support, no feature
Time to liveone working week from confirmed scopeWeeks to months depending on capacityInstant install but generic fitImmediate but capability absent
Cost modelFrom $999 indicative, fixed quote after scopingHigh; developer time + maintenanceLow licence, hidden adaptation costNo extra cost, no capability

关于Merge Invoices的常见问题

How long does delivery take?

This is a build-to-order module, so it is built after you request it. Typical delivery is one working week from confirmed scope. Simple single-company drafts-only merges land at the shorter end; multi-company, localization, or historical-data work extends it. We confirm the timeline in writing before we start.

How does pricing and scoping work?

Pricing starts from $999 as an indicative figure for a single-company base scope. After a short scoping call we assess your invoicing policy, company setup, and integrations, then send a fixed written quote. Multi-company consolidation, e-invoicing/localization hooks, and large data migration raise the quoted scope. You approve the fixed price before any build begins.

What about support and Odoo version updates?

Every build includes a post-go-live support window for defect fixes and adjustments. We build for your target Odoo version and can extend compatibility to 17.0, 18.0, or 19.0. Because the module keeps logic in tested compute methods and depends only on `account`, it upgrades cleanly; longer-term maintenance or version-upgrade retainers are available on request.

Will merging invoices break my audit trail or reconciliation?

No. The consolidated invoice records the source document references on its lines and in the chatter, and each source invoice logs a message pointing to the merged move, so an auditor can always trace both directions. Taxes and analytics are recomputed through Odoo's native engine so totals reconcile against the original set. We agree the exact posted-vs-draft handling during scoping to fit your compliance rules.

Can it merge already-posted invoices, or only drafts?

By default merging on drafts is the safest and cleanest path. If your process needs posted invoices consolidated, we implement a reverse-and-reissue flow (credit note plus new consolidated invoice) with a full audit trail, subject to your accounting and tax rules. We define this behaviour precisely at scoping so it matches your fiscal requirements.

Does it work with multi-company and multiple currencies?

The module validates that sources share the same partner, company, and currency before merging, and multi-company record rules keep the action scoped to the active company. Cross-company or multi-currency consolidation is possible but is additional scope we assess and quote after the scoping call.

Can it run automatically or via the API?

Yes. Beyond the manual wizard, we can expose the merge as an automated action (for example month-end batch consolidation by partner) and as an XML-RPC/JSON-RPC entry point so external systems can trigger merges headlessly. These options are confirmed and priced during scoping.

申请报价

Merge Invoices

A build-to-order Odoo module that consolidates multiple draft invoices or account moves for the same customer into one clean invoice. ECOSIRE scopes, builds, installs, and supports it for your database.

  • Wizard + server action over `account.move` that consolidates several selected customer invoices into one new invoice
  • Pre-merge validation enforcing matching partner, currency, company, and fiscal position before any merge is allowed
  • Source invoice lines unioned into the target move with product, quantity, unit price, and description preserved intact
  • Analytic distribution and analytic accounts carried through to the consolidated lines

申请报价

告诉我们您对 Merge Invoices 的需求,我们将发送价格、许可选项和量身定制的方案,通常在一个工作日内。

现在无需付款。此操作会向我们的团队发送报价请求——我们会通过邮件跟进价格和后续步骤。