xpl-odoo
009dd70bd3
closes odoo/documentation#12134 Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
67 lines
2.6 KiB
ReStructuredText
67 lines
2.6 KiB
ReStructuredText
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Invoice sequence
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================
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When confirming an invoice, Odoo generates a unique invoice reference number. By default, Odoo uses
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the following sequence format `INV/year/incrementing-number` (e.g., `INV/2025/00001`), which
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restarts from `00001` each year.
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However, it is possible to :ref:`change the sequence format <accounting/invoice/resequencing>` and
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its periodicity, and to :ref:`mass-resequence invoices <accounting/invoice/mass-resequencing>`.
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.. note::
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Changes made to reference numbers are logged in the chatter.
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.. _accounting/invoice/resequencing:
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Changing the default sequence
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=============================
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To customize the default sequence, open the last confirmed invoice, click :guilabel:`Reset to
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Draft`, and edit the invoice's reference number.
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.. image:: sequence/reference-number.png
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:alt: Editing the reference number of an invoice.
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Odoo then explains how the detected format will be applied to all future invoices. For example, if
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the current invoice's month is added, the sequence's periodicity will change to every month instead
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of every year.
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.. image:: sequence/sequence-dialog.png
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:alt: Editing the reference number of an invoice.
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.. tip::
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The sequence format can be edited directly when creating the first invoice of a given sequence
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period.
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.. _accounting/invoice/mass-resequencing:
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Mass-resequencing invoices
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==========================
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It can be helpful to resequence multiple invoice numbers. For example, when importing invoices from
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another invoicing or accounting system and the reference originates from the previous software,
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continuity for the current year must be maintained without restarting from the beginning.
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.. note::
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This feature is only available to users with administrator or advisor access.
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Follow these steps to resequence invoice numbers:
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#. Activate the :ref:`developer mode <developer-mode>`.
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#. From the :guilabel:`Accounting Dashboard`, open the :guilabel:`Customer Invoices` journal.
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#. Select the invoices that need a new sequence.
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#. Click the :icon:`fa-cog` :guilabel:`Actions` menu and select :guilabel:`Resequence`.
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#. In the :guilabel:`Ordering` field, choose to
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- :guilabel:`Keep current order`: The order of the numbers remains the same.
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- :guilabel:`Reorder by accounting date`: The number is reordered by accounting date.
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#. Set the :guilabel:`First New Sequence`.
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#. :guilabel:`Preview Modifications` and click :guilabel:`Confirm`.
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The first invoice using the new sequence appears in red in the :guilabel:`Customer Invoices` list.
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.. image:: sequence/invoice-sequencing.png
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:alt: Resequence options window
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