Customer Advances Report
The advances not yet applied to a final invoice
Lists customer advances not yet referenced on a final invoice, with their tax folio visible and a button to open each one. Closes the gap left when the related tax document was never issued.
How you get it
Every development works in all three Odoo environments. The only thing that changes is how we deliver it.
Odoo Online (SaaS)
You do not need the ability to install modules. A Millora consultant comes in with temporary access that you authorize and implements it with Odoo Studio. When they are done, you revoke the access.
Odoo.sh or your own server
You receive the module and the installation guide by email as soon as payment clears. Install it yourself, or we install it with you.
Installation · shell
# 1 · copia el módulo a tu addons_path
cp -r millora_reporte_de_anticipos /mnt/extra-addons/
# 2 · reinicia y actualiza la lista de apps
odoo-bin -u all -d tu_base --stop-after-init
# 3 · instala desde Apps
# busca "Customer Advances Report"What it solves
The problem
Odoo has no advances report.
Each advance lives inside its own invoice, and finding out which ones are still unapplied means going document by document or building an advanced search not everyone knows how to write. The tax folio (UUID) — the one you need for any review with the tax authority — is there, but you have to open each invoice to see it.
The problem isn't the inconvenience: an advance never referenced on the final invoice is a pending invoice nobody is looking at. It surfaces at close, or it doesn't surface at all.
How it works
It sits inside Accounting and runs in one click. No filters to configure and no criteria to define: in multi-entity databases you pick the company and that's it.
The report lists only advances not yet referenced on a final invoice through a related tax document. For each one it shows number, customer, date, currency, total and the UUID on screen, which is what lets you validate against the tax authority without opening anything.
And every row carries a button that opens that invoice directly, for when you do need to go in.
What it does not do
No search filters. The report answers one specific question and answers it in full; if you need a cut by salesperson or date range, this isn't it.
It does not detect data-entry errors. An advance recorded wrong appears exactly as it is.
It does not show advances already applied. By definition: whatever was correctly related drops off the list, which is precisely what makes it useful.
And if the advance invoice has not been stamped, there is no UUID to show. The row appears, but that column stays empty.
What changes
Tracking scattered invoices to find out what is still unapplied stops being a task. The accounting close gets back the hours that went into it, and reviewing stamped advances — one of the first things asked for in an audit — goes from an exercise in patience to a screen.
Above all: the advance left without its final invoice stops hiding.
What's included
- Lists only advances not yet referenced on a final invoice
- Shows the tax folio (UUID) on screen, without opening each invoice
- Breaks out number, customer, date, currency and total per advance
- Opens the matching invoice from a button on the row itself
- Runs in one click, with no filters or criteria to configure
- Lets you pick the legal entity in multi-company databases
- Respects accounting permissions to decide who may open it
Requirements
- Accounting module active
- Advances recorded as invoices with an advance payment method
- Advance invoices stamped, if you want the UUID: without it that column stays empty
- A user with accounting permissions to open the report
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