odoo-addon-sale-payment-sheet 18.0.1.0.0.3

Allow to create invoice payments to commercial users without accounting permissions

Sale payment sheet

This module allows salesmen to register payments in a new document called payment sheet, accessible only with the sales permission. This sheet includes the paid amount, and an optional reference to which invoice(s) is(are) being paid. This payment sheet will generate a bank statement when confirmed.

Table of contents

• Use Cases / Context

• Configuration

• Usage

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Use Cases / Context

Since Odoo restricted the permission for commercial users to create bank statements we created this module so that they can keep track of customer payments, especially in the case of cash payments, basically the commercial user records the payments in the ‘payment sheet’ and when validated by a responsible person the bank statement is created.

Configuration

To configure this module, you need to:

1. Go to Settings > User and Companies > Users

2. Select the allowed journals to register payments

Usage

To use this module, you need to:

Create manual payment sheet:

1. Go to Sales > Orders > Payments.

2. Create new payment sheet.

You can pay invoices directly, to do this:

1. Go to Sales > Orders > Invoices.

2. Select some invoices to pay.

3. Click on Action > Sale invoice payment.

4. A wizard will be displayed and select journal and put amount that you want to pay.

Payment one invoice:

1. Go to Sales > Orders > Invoices.

2. Enter to invoice form.

3. Click “register payment”.

4. A wizard will be displayed and select journal and put amount that you want to pay.

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

• Tecnativa

Contributors

• Tecnativa:

  • Carlos Dauden

  • Sergio Teruel

  • César A. Sánchez

  • Carolina Fernandez

  • Víctor Martínez

• APSL-Nagarro:

  • Antoni Marroig <[e-mail]>

Maintainers

This module is maintained by the OCA.

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.

Current maintainer:

This module is part of the OCA/sale-workflow project on GitHub.

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