Skip to Content

Module: Invoice Due Date Extensions

Module UseInstallationModule purpose

Module purpose

This module enhances Odoo's invoice management by providing flexible control over invoice confirmation dates and due dates. It allows accountants to adjust invoice confirmation dates after posting, automatically recalculating payment due dates while maintaining a clear audit trail of changes..

Key Features:

  • Separate invoice confirmation date field that can be modified after posting
  • Automatic calculation of due date offsets based on confirmation date changes
  • Preservation of original due dates for accurate tracking
  • Reference field for documenting confirmation date changes
  • Restricted access to confirmation date changes (accountant-only after initial change)
  • Smart visibility rules for confirmation date and reference fields
  • Compatible with both direct due dates and payment terms
  • Full support for both customer invoices and vendor bills

Installation

  • Install module cs_account_invoice_due_custom.
  • Module should be compatible with the your version of Odoo. On install, a window will pop up identifying if the version is not compatible.
  • All module dependencies should be available. On install, a window will pop up identifying if there is any missing dependency. You can obtain the missing dependency from Odoo App Store (https://apps.odoo.com/apps/modules/browse?author=Cloudia) or from Cloudia App Store (https://cloudia.systems/shop)
  • All python dependencies should be available. On install, a window will pop up identifying if there is any missing dependency. Please install from Shell using 'pip3 install <dependency name>'.
  • This module is designed to make these tests before installing itself, so it is safe to perform the above test installation. If all tests are passed, then the module will proceed to install itself.

Module Use

Module Configuration


  1. No specific configuration is required after installation
  2. Users who need to modify confirmation dates after the initial change must be assigned to the "Accounting Manager" group
  3. The module automatically integrates with Odoo's invoice management system


Module Use


  1. Creating and Posting Invoices
    • Create invoices as usual in Odoo
    • The confirmation date field will be automatically set to the invoice date when posting
    • The confirmation date field will only be visible for posted invoices with future due dates
  3. Modifying Confirmation Dates
    • After posting, accountants can modify the confirmation date if needed
    • The system will automatically:
      • Calculate the offset between invoice date and confirmation date
      • Update all payment due dates accordingly
      • Display a reference field for documenting the change reason
    • Regular users can only modify the confirmation date if it matches the invoice date
  5. Working with Due Dates
    • Due dates are automatically adjusted based on the confirmation date offset
    • Original due dates are preserved internally for accurate tracking
    • Works with both:
      • Direct due dates (invoice_date_due)
      • Payment terms (invoice_payment_term_id)


Examples


1. Simple Due Date Extension

   - Initial state:

     * Invoice date: 2025-01-01

     * Due date: 2025-01-15

   - Change confirmation date to 2025-01-05

   - Result:

     * Due date automatically moves to 2025-01-19

     * Offset shows as 4 days

     * Reference field appears for documentation


2. Payment Terms Adjustment

​ - Initial state

     * Invoice date: 2025-01-01

     * Payment terms: 30/60/90 days

     * Due dates: 2025-01-31, 2025-03-02, 2025-04-01

  - Change confirmation date to 2025-01-10

   - Result:

     * All due dates shift by 9 days

     * New due dates: 2025-02-09, 2025-03-11, 2025-04-10

     * Original dates preserved for reference