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account-financial-tools/account_loan/readme/USAGE.md
2024-10-30 14:40:12 +01:00

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To use this module, you need to:

  1. Go to Invoicing / Accounting > Accounting > Loans
  2. Configure a loan selecting the company, loan type, amount, rate and accounts
  3. Post the loan, it will automatically create an account move with the expected amounts
  4. Create automatically the account moves / invoices related to loans and leases before a selected date

On a posted loan you can:

  • Create moves or invoices (according to the configuration)
  • Modify rates when needed (only unposted lines will be modified)
  • Reduce or cancel the debt of a loan / lease

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