Invoice Lines Summary
| Lines of Code | 734 |
| Technical name | to_invoice_line_summary |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/to_invoice_line_summary |
| Read description for | v 10.0 v 11.0 v 12.0 v 13.0 v 14.0 v 15.0 v 16.0 v 18.0 |
| Required Apps | Invoicing (account) Discuss (mail) |
| Extensions | Vietnam Electronic Invoice Summary |
Eight chairs on one line, whatever the sales order said
Invoice lines summarised by product, unit price, tax and discount - or looser groupings - with a per-journal default, a per-invoice override, and a summary version of the printed invoice.
Invoice Lines Summary (technical name to_invoice_line_summary) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for accountant, customer, sales admin, support.
At a Glance
The facts of Invoice Lines Summary, version 0.3, in one place. Published by Viindoo.
How It Works
Set the grouping on the journal; every invoice gets a summary.
The summary
Five lines become three: eight chairs at $10, two at $9, three drawers.
The journal
Grouping mode and display mode for every invoice in the journal.
The invoices
Each with its own summary.
What You Get
Summary lines computed per invoice, grouped by product / price / tax / discount, or looser
Four grouping modes, from strict to product-template only
Invoice Display Mode: raw lines or summary lines on PDF, portal and preview
Journal-level defaults for sales and purchase journals
Per-invoice override of both mode and grouping
Summary lines carry quantity, unit price, taxes, subtotal and total
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Journal defaults
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
They follow the invoice lines; edit those.
Their order relative to products may differ from the raw view.
Journal items are still one per invoice line.
The display mode applies to vendor bills the same way.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Invoice Lines Summary?
Accountant
Keeps the detailed lines for the ledger.
Customer
Reads one line per product.
Sales admin
Sets the default once per journal.
Support
Explains an invoice without counting duplicates.
Frequently Asked Questions
What does Invoice Lines Summary do?
Invoice lines summarised by product, unit price, tax and discount - or looser groupings - with a per-journal default, a per-invoice override, and a summary version of the printed invoice.
What does Invoice Lines Summary not do?
Summary lines are computed, not stored. They follow the invoice lines; edit those. Sections and notes are summarised as themselves. Their order relative to products may differ from the raw view. Accounting is unchanged. Journal items are still one per invoice line. Purchase journals can use it too. The display mode applies to vendor bills the same way.
Who is Invoice Lines Summary for?
Accountant: Keeps the detailed lines for the ledger. Customer: Reads one line per product. Sales admin: Sets the default once per journal. Support: Explains an invoice without counting duplicates.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: account. Odoo installs them with it.
How do I set it up?
Set the grouping on the journal; every invoice gets a summary.
What works well with it?
Sales Lines Numbering (to_sale_line_numbering): Numbered lines upstream. Invoice grouping (viin_sale_invoice_grouping): Several orders on one invoice. Accounting Report Flag (to_accounting_entry_report_flag): Entries out of legal reports.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name to_invoice_line_summary; pre-sales questions go to sales@viindoo.com.
See Invoice Lines Summary in Action
Live demo: v17demo-int.viindoo.com/web#action=account.action_move_out_invoice_type
Need help with Invoice Lines Summary?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
0.3 - Latest on the 17.0 line
- Aligned with the 17.0 models and views.
Installation
- Navigate to Apps.
- Search with keyword to_invoice_line_summary.
- Press Install.
Instruction
Instruction video: Invoice Lines Summary
Create customer invoice with multiple lines of the same product
Create a customer invoice. On this invoice, select multiple invoice line of the same product or product variant. For example: On the invoice line select 2 lines of product variants White pen (Small) and one line of White pen (Large).
Summarize the invoice lines
On the invoice interface, you can see the Invoice Lines Summary tab. There are 2 different modes to select and preview:
Invoice Summary Line Mode:
- Product (Variant), Unit price, Tax, Discount: Select this mode if you want to summarize the invoice lines by product/product variant and also separate lines when each unit price, tax, or discount amount is different.
- Product (Variant), Tax, Discount: Select this mode if you want to summarize the invoice lines by product/product variant and also separate lines when each tax or discount amount is different. The system will automatically calculate the average unit price according to the formula: Unit price = Total price of the product lines/Total quantity. For example, there are 2 invoice lines of variant White pen (Small).
- Line 1: Price: 120.000, quantity: 2.
- Line 2: Price: 100.000, quantity: 1.
After summarizing, the new product unit price = [(120.000 * 2 + (100.000 * 1)] / (2+1) = 113,333.
- Product template, Unit price, Tax, Discount: Select this mode if you don't want to summarize the invoice lines by product/product variant but still separate lines when each tax or discount amount is different.
- Product template, Tax, Discount: Select this mode if you don't want to summarize the invoice lines by product/product variant but still separate lines when each tax or discount amount is different. The system will automatically calculate the average unit price according to the formula: Unit price = Total price of the product lines/Total quantity. For example, there are 3 invoice lines of product White pen.
- Line 1: Price: 120.000, quantity: 2.
- Line 2: Price: 100.000, quantity: 1.
- Line 3: Price: 150.000, quantity: 1.
After summarizing, the new product unit price = [(120.000 * 2 + (100.000 * 1) + (150.000 * 1)] / (2+1+1) = 122.500.
Invoice Display Mode:
- Invoice Lines: Show the original invoice lines (without invoice line summary). Press Save, select Print > Invoices to print, or Preview to preview the customer invoice.
- Invoice Line Summary Lines: Show the invoice according to the selected Invoice Summary Line Mode. Press Preview to preview the customer invoice.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
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