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Allow to create invoice payments to commercial users without accounting permissions

Project description

Beta License: AGPL-3 OCA/sale-workflow Translate me on Weblate Try me on Runbot

This module allows to commercial users register payments in a payment sheet. This payment sheet will generate a bank statement when is confirmed.

Table of contents

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 smashing it by providing a detailed and welcomed feedback.

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

Credits

Authors

  • Tecnativa

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.

Current maintainer:

sergio-teruel

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.

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