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Pay and receive invoices from PoS Session

Project description

Beta License: LGPL-3 OCA/pos Translate me on Weblate Try me on Runboat

This modules allows to pay an existing Supplier Invoice / Customer Refund, or to collect payment for an existing Customer Invoice, from within a POS Session.

Table of contents

Configuration

  1. Go to Point of Sale / Configuration / Payment Methods and ensure that at least one payment method with a journal type “cash” is created (or create one if it does not exist).

  2. Go to Point of Sale / Configuration / Settings Select a Point of Sale and ensure than in the payment methods section, at least one payment method has a journal type “cash”

Usage

  1. Go to Point of Sale / Dashboard and create and open or access to an already open POS Session.

  2. Open the POS Session form view on the Backend.

  3. Press the button Pay Supplier to pay a Supplier Invoice or Pay Refund for a Customer Refund. It will be paid using Cash.

  4. Select Get Payment from Invoice to receive a payment of an existing Customer Invoice or a Supplier Refund. You will need to select a Journal if the POS Config has defined multiple Payment Methods.

Known issues / Roadmap

  • Cannot pay invoices in a different currency than that defined in the journal associated to the payment method used to pay/collect payment.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Creu Blanca

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/pos project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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