Sale Order Payment Report

by
Odoo

27.23

v 11.0 v 12.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 873
Technical Name report_sale_order_payment
LicenseOPL-1
Versions 15.0 14.0 13.0 12.0 11.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 873
Technical Name report_sale_order_payment
LicenseOPL-1
Versions 15.0 14.0 13.0 12.0 11.0

With this app, it will be easy to print out pdf file the sale order payment status and sale order payment details.



List features:

1. Print out Sale Order Payment status.

2. Filter Payment status to print out.

3. Group Order by customer on Sale Order Payment status report.

4. Print out Sale Order Payment Details.


List Payment Status:

1. No Invoice: The Sale Order hasn't any invoice. The status will be changed to "Not Paid" when one invoice is created.

2. Not Paid: The Sale Order has some invoices, and no invoice is overdue.
The status will be changed to "Fully Paid" automatically, when all of invoices was paid.
The status will be changed to "Partial Paid" automatically, when one of invoices was partial paid.
The status will be changed to "Overdue" automatically, when one of invoices was overdue.

3. Partial Paid: The Sale Order has some invoices, one of them was partial paid and all of them haven't been overdue.
The status will be changed to "Fully Paid" automatically, when all of invoices was paid.
The status will be changed to "Overdue" automatically, when one of invoices was overdue.

4. Overdue: The Sale Order has some invoices, one of them was overdue. The status will be changed to "Fully Paid" automatically, when all of invoices was paid.

5. Fully Paid: The Sale Order has some invoices, all of them was paid.

Requirement:

To print sale payment report, the user must be sale manager
If User is not a sale manager. You must turn on "Allow To Print Report Sale Payment" let that user can print sale payment.

List Example:

1. Example 1: Print out Sale Order Payment Status.

2. Example 2: Print out Sale Order Payment Details.



Example 1: Print out Sale Order Payment Status.

With User is sale manager, go to Sales and click on reporting menu.


With User is not sale manager, You can see "Payment Reports" menu in Sales module


Click on Sub menu "Payment Status".


Select Order Date From and Order Date To, they are required.


Select Payment Status filter if you want to print out that status. It is not required


If you select filter overdue. You can select overdue number day.


Select Customer you want to print out. It is not required


If you select from 2 customers. Group Customer option will be showed.


This Sale order payment status report without group customer


This Sale order payment status report with group customer


Back To List Example


Example 2: Print out Sale Order Payment Details.

Click on Sub menu "Payment Details".


Select Order Date From and Order Date To, they are required.


This Sale order payment details report.


Back To List Example


If you want to manage the payment status and make the payment on the Sale module. You should check my app below. https://apps.odoo.com/apps/modules/15.0/sale_order_payment_status/


Email Support: huynh.giang.son.gs@gmail.com

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