Sale Order Payment Status

by
Odoo

19.47

v 11.0 v 12.0 Third Party 1
Required Apps Invoicing (account)
Lines of code 312
Technical Name sale_order_payment_status
LicenseOPL-1
Also available in version v 14.0 v 11.0 v 15.0 v 13.0
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Required Apps Invoicing (account)
Lines of code 312
Technical Name sale_order_payment_status
LicenseOPL-1
Also available in version v 14.0 v 11.0 v 15.0 v 13.0

With this app, it will be easy to manage sale order payment status.


Sale order payment status will be showed on Sale Order Tree and Sale Order Form. Do a payment on Sale Order Form.

List features:

1. Show Sale Order Payment status on Sale Order Tree and Form.

2. Automatically calculate amount due of sale order and show it on sale order form.

3. Show payment info on sale order.

4. Do Payment on sale order form. Automatically reconcile invoice and re-calculate amount due.

5. Filters by Payment Status on Sale Order Tree.


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.


List Example:

1. Example 1: "No invoice" status will be updated to "Not Paid" status.

2. Example 2: "Not Paid" status will be updated to "Partial Paid" status and from "Partial Paid" to "Fully Paid".

3. Example 3: Do payment for sale order that has some invoices.

4. Example 4: Filter Sale Order Payment Status.



Example 1: "No invoice" status will be updated to "Not Paid" status

Sale order payment Status is "No invoice".


After one invoice was created. The payment status was changed to "Not Paid", and amount due was showed on the form
if User is belong to Billing group (group_account_invoice) the "Register Payment" button will be showed.


Back To List Example


Example 2: "Not Paid" status will be updated to "Partial Paid" status and from "Partial Paid" to "Fully Paid"

Click on "Register Payment" button to do a payment from sale order form.


In put Amount less than Sale order amount due, and then click on "Create Payment" button
After create payment. The payment status was changed to "Partial Paid", and payment detail was showed.

Click on "Register Payment" button again to do a payment for rest amount.

After create payment. The payment status was changed to "Fully Paid", and payment detail was showed.

Back To List Example


Example 3: Do payment for sale order that has some invoices

This sale order has 3 invoices, amount due of each invoice is $174.04, and total amount due of 3 invoices is $522.12

Invoice INV/2021/10/0035
Invoice INV/2021/10/0036
Invoice INV/2021/10/0037


From sale order form, do a frist payment by click on "Register Payment" button, and input amount $100.12


Frist payment was reconciled for INV/2021/10/0037 invoice

Back to sale order form and do a second payment by click on "Register Payment" button, and input amount $300.00


Second payment was reconciled $73.92 for INV/2021/10/0037 invoice

And was reconciled $174.04 for INV/2021/10/0036 invoice

And was reconciled $52.04 for INV/2021/10/0035 invoice

Back to sale order form and do a third payment by click on "Register Payment" button, and input the rest amount


Third payment was reconciled $122.00 for INV/2021/10/0035 invoice

Back To List Example


Example 4: Filter Sale Order Payment Status


Back To List Example


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

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