| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Point of Sale (point_of_sale) • Discuss (mail) |
| Lines of code | 978 |
| Technical Name |
wbl_pos_partial_payment |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Point of Sale (point_of_sale) • Discuss (mail) |
| Lines of code | 978 |
| Technical Name |
wbl_pos_partial_payment |
| License | OPL-1 |
| Website | https://store.weblyticlabs.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Credit Payment
Request for a Demo
POS Partial Credit Payment
The POS Partial Credit Payment app streamlines the payment process by allowing customers to make partial payments using their available credit within the point-of-sale system. This capability is essential for businesses that want to provide flexible payment options. Admins can manage payment methods, set credit limits, and customize configurations according to business needs, making it easier to accommodate different customer profiles. With this module, both admins and POS users can access essential payment details and transparency in financial transactions.
POS Partial Credit Payment Benefits
Enhanced Customer Satisfaction
Improved Cash Flow Management
Streamlined Payment Processes
Customizable Payment Options
Accurate Financial Tracking
Increased Sales Flexibility
POS Partial Credit Payment Features
Detailed Payment Receipts and POS Orders in the Backend:
- Display details regarding the selected payment option in the POS receipt, where receipt information is accessible to POS users, admins, and customers. In the backend, only admins can view payment details and history for POS orders.
Credit Management:
- Admins can select customers for credit, enable credit options, and set credit limits according to customer profiles, allowing tailored payment solutions for different clients.
Flexible Payment Options:
- Admins can choose between offering full-amount credit payments or partial-amount credit payments based on customer profiles and business preferences.
User Notifications:
- When the "Allow Credit" option is disabled, a popup alerts users attempting to use the credit payment option, prompting them to select an appropriate customer.
Payment Method Management:
- Admins can create new payment methods based on their preferences. They can enable or disable POS payment methods in the backend.
Integration with Journal Entries:
- The app allows admins to enable the POS payment method for journal entries in the backend.
POS Partial Credit Payment Workflow
- Navigate to POS > Configuration > Payment Methods and enable or disable the payment methods.
- Navigate to Invoicing > Configuration > Journals and enable POS Payment method for selected journal entries.
- Go to POS settings, add a payment option, choose to allow credit in the credit payment section, and choose journal entry.
- Navigate to Customers, choose a customer, enable 'Allow Credit' in the Sales & Purchase tab, adjust 'Allow Over Limit,' and enter the limit amount.
- Go to the POS dashboard, choose the product, and select 'Allow Credit Customer' for payment.
- After payment is successful, show details about the selected payment option in the POS receipt.
- Click the Customer tab on the POS screen to view the customer list and credit amounts to pay the credit amount. Click the three lines, select 'Pay Credit,' and enter the amount as preferred.
- Navigate to Invoice > Journals, click on the selected journal, and view journal entries for pay credit details.
Frequently Asked Questions
Sometimes you need a quick answer to your
question. You can get it right away here.
General
Payment Method
Create a new payment method as per admin preferences and enable it for use in the POS.
Journals
Admin navigates to Invoicing > Configuration > Journals, selects a journal, and enables the POS payment method for journal entries.
POS Configuration Settings
Admin adds a new payment method in the payment section and selects the partial amount option to allow credit with specific partial payment journals.
Customers Profile
To allow credit, select the customer profile, navigate to the Sales & Purchase tab, enable allow credit, enable allow over the limit, and enter the limit amount in the POS section.
Select Appropriate Customer
If 'Allow Credit' is disabled and another customer attempts to use credit payment, display a popup to select a valid customer.
Partial Payment Option
For customers with credit enabled, allow both partial payment options (with credit) so POS users can select double payment methods.
POS Payment Receipt
Display payment details on the POS receipt.
Orders History
The POS orders history list displays the total and due amounts for admin review.
Payment Details
Check payment order details for partial payment transactions.
Customers List
Click 'Pay Credit' to proceed and review the credit amount before payment.
Payment Not Acceptable Popup
When the payment amount is too high, a popup will alert you that it cannot exceed the credit granted.
POS Receipt
Partial payment details are included in the POS receipt.
Pay Credit Details
Access pay credit details in the POS order history list.
Installment Detail
Access installment information in the backend with tax details shown for both excludes and includes.
Payment Detail
Access payment details in the backend orders.
Journal Entries
Click on the Journal Entries tab for more details.
Bank Journal Entries
Pay credit details can be viewed in the backend journal entries set by the admin.
Customer Profile View
Show credit balance in the customer's profile.
Balance Due
Balance due is updated in the customer credit amount list after paying credit.
POS Configuration Setting
Admin selects the full amount to permit payment.
Allow Credit
Allow credit, but do not activate 'Allow Over Limit'.
POS Screen
Select products for paying the full amount.
Payment Not Allowed Popup
When paying the full amount with multiple payment methods, a popup indicates partial payments are not allowed.
POS Payments
Select the credit option to pay the full amount for the chosen customer, enabling credit allowance.
POS Receipt
Display payment information in the POS receipt.
Orders Details
Access full payment order details in the backend POS orders.
Payment Orders Details
View payment details in the orders backend.
PDF View
View PDF related to partial credit payment amounts.
Payment Exceeds Limit
Show a popup alert for credit limit customers attempting to pay over their limit.
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experience.
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to contact us at
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