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Odoo-18.0-20251222/account_move_template/readme/USAGE.md
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Initial commit: Odoo 18.0-20251222 extra-addons
2026-03-13 20:43:25 +00:00

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To create new templates:

  1. Make sure that you have flagged Show Full Accounting Features on your user, and that the user belongs to the Billing Manager group.
  2. Go to Invoicing / Configuration / Accounting / Journal Entry Templates and define there your templates. You can choose to complete a line using a defined formula, based on other lines, or by requiring user input.

To use an existing template:

  1. Go to Invoicing / Accounting / Actions / Create Entry from Template
  2. Select one of the available templates.
  3. Complete the entries according to the template and click on the button Generate Journal Entry.