Merge Draft Invoices & Bills Accounting/Accounting

Merge Draft Invoices & Bills

Merge invoices or vendor bills of one partner into a single draft, with a review step and a merge record

Odoo 19.0
Merge Draft Invoices & Bills for Odoo

Merge Draft Invoices & Bills

Tick several draft customer invoices, or several draft vendor bills, of the same partner

and turn them into one document. A review window shows what will happen before anything

changes, sales and purchase order lines stay linked, and every merge leaves a record of

what was merged into what.

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Key Features

✔ Merge from the list or from the document

Tick the drafts and choose Merge, or press Merge Drafts on a draft that has siblings.

✔ Review before anything changes

Documents, amounts, lines before and after, and what happens to each document.

✔ Clear reasons instead of a dead end

Every document that cannot be merged is listed with its reason and can be left out.

✔ New document or an existing one

Create a new draft, or add the lines to the main document you choose.

✔ Three ways to arrange the lines

Keep every line, add a section per source document, or add up identical lines.

✔ Order links stay intact

Sales order lines and purchase order lines remain linked; invoiced quantities stay right.

✔ Merge records

Number, user, date, choices, totals before and after and the list of source documents.

✔ No double invoicing

A merged source cannot be reset to draft while the merged document is alive.

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Benefits

  • One invoice for the customer instead of several, even when the drafts already exist
  • One bill for several documents received from the same vendor
  • Auditors see who merged what, when, and with which amounts
  • Posted documents are never touched; totals are checked and the merge is rolled back on any gap

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Ideal For

  • Companies that invoice per delivery or per order and send one invoice per period
  • Accounts payable teams that receive several bills for one vendor
  • Accountants who need a clean audit trail for every consolidation

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Technical Highlights

  • Lines are copied with the standard Odoo copy routine, business links included
  • Sources are cancelled with the standard routine, or deleted when never numbered
  • Depends on the Invoicing app only; works with Sales and Purchase when they are installed
  • Own access right, per-company settings, multi-company record rules, fully translatable

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Supported Odoo Versions

  • Odoo 19
  • Odoo 20

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Keywords

merge invoices odoo, merge draft invoices, merge vendor bills, combine customer invoices,

consolidate invoices of one customer, merge bills of the same vendor, one invoice for several

sales orders, invoice merge with audit trail, merge credit notes

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