Configuration & Usage

The Accounting bridge has no settings of its own. Once installed, it works automatically. This page explains how the automatic linking behaves and the two shared settings that influence it.

How invoices are matched

Matching runs inside connect.call.process_call_event() — the hook every provider calls when a call is created — right after the core has recorded the call and resolved its partner:

If the call already has a linked invoice, nothing happens (a manual assignment is never overwritten).
Otherwise, if the call has a partner, the module looks up that partner's most recent open customer invoice.
If one is found, it is attached to the call's invoice field.

An invoice qualifies only when all of these hold:

Condition	Value
Move type	`out_invoice` (customer invoice)
State	`posted`
Payment state	not `paid`

The most recent qualifying invoice wins (ordered by invoice date, then id).

Customer invoices only

The move_type = out_invoice filter is deliberate: it prevents vendor bills, credit notes, and other move types from being attached to a customer call. Do not relax this filter.

Fields added to the invoice

The module adds connect_calls (all linked calls) and the connect_calls_count shown on the Calls smart button, plus read-only partner_phone / partner_mobile fields (related to the partner). The invoice search view gains these two as searchable fields.

Working with a linked call

On the Connect call form, the Invoice notebook page shows the linked invoice and an Unlink button (visible only when an invoice is set). The call list gains an optional Invoice column (right of Partner).

On the invoice form, a Calls smart button (phone icon) opens all calls linked to that invoice.

Call summaries

If the core OpenAI transcription/summarization feature is enabled and the shared Register Summary setting (connect.settings.register_summary) is on, then when a call gains a summary and is linked to an invoice, that summary is posted to the invoice's chatter automatically.

register_summary lives on the shared connect.settings record and governs summary posting for all Connect bridges, not just Accounting. Configure it under the Connect core settings.

License gate

Automatic invoice matching and summary posting check the Oduist Connect Account license (check_license('connect_account')) silently — if it is not active, calls are still recorded but no invoice is linked and no summary is posted.