Custom Odoo Module for Invoicing
Budget: $30 – $250 AUD
I'm looking for a skilled Odoo developer to create a custom module for our Odoo 15 system, and compatible through to version 18. This module should allow for consolidated invoicing for parent and child companies.
We have customers that are 'child' companies. For example, there are many Mitre 10 stores, which are businesses (‘Companies’ in Odoo speak) in their own right, but also essentially child companies of the Mitre 10 head office.
Say for example that we invoice multiple Mitre 10 stores, and they enter and validate the invoices in their system, which is viewable at the Mitre 10 head office. Statements are sent to the Mitre 10 head office, and they pay the account, which includes invoices to multiple of their stores.
Normally, Odoo would require these stores to be just a delivery address or similar – not a company – so that statements to the Head Office show invoices to all stores. We have found that listing them as a child company is necessary for contact filtering reasons. Unfortunately, it means that when an invoice is made out to a child company, whilst the invoice shows on the parent company, it isn't shown as OWED or 'Due' by the parent company.
This then becomes a nightmare for accounting, and we can't send out proper Customer Statements. I can envisage a couple of solutions for this:
1. Make all child companies just delivery addresses, but add a field that we can use to filter contacts. It could be named something like, ‘Is a child company’, and have a filter that includes both normal ‘companies’ and ‘child companies’
2. Have a tickable box or similar within the child company that says something like, ‘invoices billed to parent company’ that automatically assigns the parent company as the ‘commercial partner’.
Someone else might have a better idea ?
Please advise:
• What do you consider is the best solution for this?
• The price to create this solution
• The time frame to create this solution
Key Requirements:
• Enable automatic redirection of child company invoices to parent companies (but still show under child companies)
• Facilitate consolidated invoicing for both parent and child companies
• The module/plugin should seamlessly integrate with the accounting and finance modules in Odoo.
• Integration with the CRM modules is also needed to ensure customer data accuracy in invoicing. This may be the case anyway/automatically?
• Please note that this plugin should work in both Community and Enterprise editions. I also think it could be sold in the Odoo Apps store or added to Odoo-Community.org. I can’t believe it hasn’t been done/added already!
Ideal Freelancer:
- Proven experience in working with Odoo, specifically in creating custom modules that are reliable/glitch free
- Strong understanding of accounting and finance processes within the Odoo ecosystem
- Prior experience with CRM module customization in Odoo is a plus.
This is an out-of-date app that has a similar idea: https://apps.odoo.com/apps/modules/14.0/init_account_parent (ignore the chart of accounts part)
This page pretty much sums up the situation: https://www.odoo.com/forum/help-1/can-one-company-my-customer-s-parent-pay-the-invoices-of-another-company-my-customer-a-subsidiary-of-the-other-company-176557 . Basically we need to have child companies have the parent company as the ‘commercial partner’, if I’ve read & are understanding this correctly.
We have customers that are 'child' companies. For example, there are many Mitre 10 stores, which are businesses (‘Companies’ in Odoo speak) in their own right, but also essentially child companies of the Mitre 10 head office.
Say for example that we invoice multiple Mitre 10 stores, and they enter and validate the invoices in their system, which is viewable at the Mitre 10 head office. Statements are sent to the Mitre 10 head office, and they pay the account, which includes invoices to multiple of their stores.
Normally, Odoo would require these stores to be just a delivery address or similar – not a company – so that statements to the Head Office show invoices to all stores. We have found that listing them as a child company is necessary for contact filtering reasons. Unfortunately, it means that when an invoice is made out to a child company, whilst the invoice shows on the parent company, it isn't shown as OWED or 'Due' by the parent company.
This then becomes a nightmare for accounting, and we can't send out proper Customer Statements. I can envisage a couple of solutions for this:
1. Make all child companies just delivery addresses, but add a field that we can use to filter contacts. It could be named something like, ‘Is a child company’, and have a filter that includes both normal ‘companies’ and ‘child companies’
2. Have a tickable box or similar within the child company that says something like, ‘invoices billed to parent company’ that automatically assigns the parent company as the ‘commercial partner’.
Someone else might have a better idea ?
Please advise:
• What do you consider is the best solution for this?
• The price to create this solution
• The time frame to create this solution
Key Requirements:
• Enable automatic redirection of child company invoices to parent companies (but still show under child companies)
• Facilitate consolidated invoicing for both parent and child companies
• The module/plugin should seamlessly integrate with the accounting and finance modules in Odoo.
• Integration with the CRM modules is also needed to ensure customer data accuracy in invoicing. This may be the case anyway/automatically?
• Please note that this plugin should work in both Community and Enterprise editions. I also think it could be sold in the Odoo Apps store or added to Odoo-Community.org. I can’t believe it hasn’t been done/added already!
Ideal Freelancer:
- Proven experience in working with Odoo, specifically in creating custom modules that are reliable/glitch free
- Strong understanding of accounting and finance processes within the Odoo ecosystem
- Prior experience with CRM module customization in Odoo is a plus.
This is an out-of-date app that has a similar idea: https://apps.odoo.com/apps/modules/14.0/init_account_parent (ignore the chart of accounts part)
This page pretty much sums up the situation: https://www.odoo.com/forum/help-1/can-one-company-my-customer-s-parent-pay-the-invoices-of-another-company-my-customer-a-subsidiary-of-the-other-company-176557 . Basically we need to have child companies have the parent company as the ‘commercial partner’, if I’ve read & are understanding this correctly.