pay invoice line using account_payment module

[Vincent Bastos]

I can't seem to see how I can change the state of an invoice to paid when I have created enough payments so that there is no more about to pay.

Am I looking for something that does not exist?

Is this in another module?

[Mark Shane Hayden]

Hi Vincent,

On May 5, 2017 00:15, "Vincent Bastos" <vin...@lavalab.com.au> wrote:

I can't seem to see how I can change the state of an invoice to paid when I have created enough payments so that there is no more about to pay.

I had a similar experience to you when I first used the account_payment module. The invoice shows as zero amount to pay but is not marked paid, and cannot be advanced to paid because zero amount is outstanding.

This is actually expected behaviour when you just use that module and a journal with a manual processing method...as the name implies the account moves associated with settling the payment must be manually created. 

Am I looking for something that does not exist?

Is this in another module?

Yes, there are other modules you can use in addition to the account_payment module. Other modules define other payment processing methods...typically involving import files or reports from your bank.

There is also the account_payment_clearing module which adds the ability to assign a clearing account to automatically generated account moves for your payments. When a journal is properly configured for clearing your invoices will automatically be paid when the payments are all succeeded.

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[Vincent Bastos]

On Friday, May 5, 2017 at 4:39:22 PM UTC+10, Mark Shane Hayden wrote:

Hi Vincent,

On May 5, 2017 00:15, "Vincent Bastos" <vin...@lavalab.com.au> wrote:

Am I looking for something that does not exist?

Is this in another module?

Yes, there are other modules you can use in addition to the account_payment module. Other modules define other payment processing methods...typically involving import files or reports from your bank.

There is also the account_payment_clearing module which adds the ability to assign a clearing account to automatically generated account moves for your payments. When a journal is properly configured for clearing your invoices will automatically be paid when the payments are all succeeded.

Great, thanks for that explanation. I had looked at the module last year, but I had miss understood how it worked.

 

[Sergi Almacellas Abellana]

El 05/05/17 a les 08:15, Vincent Bastos ha escrit:

> I can't seem to see how I can change the state of an invoice to paid
> when I have created enough payments so that there is no more about to pay.

Then invoice will be paid when all the related payments are suceeded.

Also if you fail a succeed payment the invoice will go back to posted
state, waiting to another succeed payment.

Hope it helps.

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Sergi Almacellas Abellana
www.koolpi.com
Twitter: @pokoli_srk

[Vincent Bastos]

Hey Sergi,

On Friday, May 5, 2017 at 5:19:00 PM UTC+10, Sergi Almacellas Abellana wrote:

El 05/05/17 a les 08:15, Vincent Bastos ha escrit:
> I can't seem to see how I can change the state of an invoice to paid
> when I have created enough payments so that there is no more about to pay.
Then invoice will be paid when all the related payments are suceeded.

Thanks for that, but I can't see what calls the paid transition. I can't see that in the module account_payment_clearing. Where would this be?

Or is it in another module? 

[Vincent Bastos]

On Saturday, May 6, 2017 at 12:08:15 PM UTC+10, Vincent Bastos wrote:

Thanks for that, but I can't see what calls the paid transition. I can't see that in the module account_payment_clearing. Where would this be?

Or is it in another module? 

Ok, I found it: the succeed transition in the module account_payment_clearing create a reconcile record which as per the module account_invoice, the create method  calls Invoice.process(invoices) which calls the paid transition.

Thanks