I have a customer who normally purchases good from us; now they have some goods we purchase from them. So I created a purchase which creates a separate supplier’s invoice. It would be nice to find this position as a subtraction (offset) at my customers’ invoice for the party in question. Do we have a module - or another procedure - for this task? This is not a big deal, just a “nice-to-have”.
You should create both a customer and supplier invoice.
Once you have the payable and receivable lines, there is a wizard to create a balance move, which will move the balance to the payable or receivable amount (the one bigger) and mark the invoice with less amount paid.
The invoices should be posted as the wizard is on the account lines. It is called Group lines and it is under the actions icon in the receivable/payable view of the party (or any move lines view).
At the party, navigate to the “Relate” button (located to the right of the propeller icon). Choose “Payable/Receivable Lines”. Once in that view, you can select multiple account move lines. Using the propeller icon, you can then access and run various wizards, such as “Group”.
It is possible but it is not managed by any standard module.
So you must create a custom code which “converts” the supplier invoice lines into customer invoice lines with the right quantities.
This sounds a little bit like dunning.
I’ve already done such customization of the invoice template (display customer payable/receivable) but I dislike it because then we store temporary data in the invoice archive. But probably a module that append the customer balance as a next page to the invoice report like Account Invoice Watermark Module will be great.
It sounds correct as we do not justify taxes to be paid by the supplier by a local invoice as previously proposed.
How would payment terms be considered ?