Register due payments
Register only due payments
Register due payments
This module extends the functionality of accounting to let you quickly find which journal items are due today and register payments for them individually, even if they are partial invoice payments. They also get appropriately matched automatically.
In simpler words, you can find and register due payments, regardless if the invoice had one or more payment terms.
Important
This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status
Table of contents
Use Cases / Context
This module was developed because in the invoices list view, Odoo only displays the due date of each invoice's last payment. However, most times you only need to know which payments are due today, even if there's a later payment for that invoice.
At the same time, if you register a partial payment, Odoo will match it only partially, even when that was the expected payment due.
When there are a lot of partial payments, it becomes impossible to handle manually without a module like this one.
Configuration
To use this module, if you're using Odoo CE:
#. Activate the developer mode. #. Go to Settings > Users & Companies > Groups. #. Edit Technical / Show Full Accounting Features. #. Add yourself to Users
Usage
To find unmatched payments due today (or before):
- Go to Accounting > Accounting > Journals > Journal Items.
- Go to Filters > Overdue.
- Filter also by Filters > Receivable or Filters > Payable. You can't mix both in the next step.
- Select all payments to pay.
- Click on Actions > Register payment.
- Register the payment as you usually do from the invoices view.
Only those payments that you selected will be registered. They will become fully matched.
Known issues / Roadmap
- To use this new feature, you need full accounting permissions (a.k.a. Bookkeeper).
- Invoicing users should be able too.
- A good improvement would be to display Next due date in invoices views.
- Also to allow somehow paying only overdue payments when using the register payment wizard.
- This feature already exists in Odoo 17 under Invoicing > Customers/Vendors > Amounts to settle, so there's no need to forward-port this module.
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
- Moduon
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 maintainers:
This module is part of the OCA/account-payment project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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