One partner, one invoice — not ten

Merge Invoices & Bills consolidates a customer's scattered invoices or a supplier's scattered bills into one trusted document — with a full preview of totals, taxes and GL impact before you ever commit.

The problem

A customer who orders five times a month receives five separate invoices; a supplier who delivers ten times sends ten separate bills. Accounting teams end up reconciling payments line by line, chasing multiple small disputes, and closing the month slower than they should because native Odoo has no safe way to fold a partner's documents into one.

The solution

Select any set of same-partner invoices, bills or credit notes and run a guided wizard that previews the consolidated lines, indicative totals and GL impact before anything is committed. Choose to build a new document or merge into an existing draft, decide the plain-language fate of the originals, and get a full audit trail back to every source document.

Capabilities

Everything you need to consolidate with confidence

Every capability below is implemented in the module.

01

Live Pre-Merge Preview

See every consolidated line, indicative untaxed amount, tax and grand total before you commit — no blind, irreversible clicks.

02

GL Impact Before You Commit

Review which accounts and balances will change ahead of time, grouped by account, so finance can approve the merge with confidence.

03

Merge to New or Into Existing

Build a fresh consolidated document, or append the selected sources onto an existing draft invoice or bill for the same partner.

04

Plain-Language Source Fate

Cancel the originals and keep them for audit, permanently delete draft originals, or leave them unchanged — each choice explained in one clear sentence, never a cryptic toggle.

05

Guided Posted-Document Handling

Selecting a posted invoice or bill does not dead-end the merge — opt in to reset it to draft first, with the consequence stated plainly before you confirm.

06

Dedicated, Discoverable Action

A clearly labelled "Merge Selected" action sits right in the invoice or bill list toolbar — select the rows and go, no digging through menus.

07

Full Audit Trail

Every merge is logged in a dedicated Merge History record with the partner, strategy, source fate and totals, plus smart-button links from the consolidated document back to its sources.

08

Safe by Default

Merges spanning more than one currency, company or document type are blocked with a clear explanation instead of silently producing wrong totals.

09

Optional Approval Gate

Turn on a company setting to require a Merge Approver's confirmation before any merge is committed — light governance without a heavy workflow.

Workflow

How it works

1

Select the Documents

Tick two or more invoices, bills or credit notes for the same partner in the list view, then choose "Merge Selected".

2

Review the Preview

The wizard shows every consolidated line, indicative totals and the GL accounts that will move before anything is written.

3

Choose Strategy and Fate

Pick new-document or merge-into-existing, then decide whether the originals are cancelled, deleted or kept unchanged.

4

Confirm and Trace

Commit the merge to open the consolidated document, with a logged Merge History record and smart-button links back to every source.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

Yes. If any selected document is posted, the wizard offers a consented option to reset it to draft first, so you are never blocked without a path forward.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Merge Invoices & Bills

Merge same-partner customer invoices, vendor bills or credit notes into one consolidated document — with a live preview of totals, taxes and GL impact.

Buy on Odoo App Store