| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1603 |
| Technical Name |
payment_status_on_portal |
| License | OPL-1 |
| Versions | 13.0 15.0 14.0 |
With this app, you will help your customer to be easy to manage their sale order payment status on portal.
Your customer can pay for multi sales order or multi invoices via Payment Acquirers (eg: Stripe, Paypal, Adyen...)
You can authorize your customer can do partially payment for sale order or invoice.
After your customer paid, it will be reconciled invoices on the backend.
On your customer portal page will show further details about the payment.
Show the payment details on the sale order.
List features:
1. Show Sale Order Payment status on the sale order portal. Your customer can filter sale order by payment status.
2. Your customer can pay one or multi sale orders in the one time. And they can also pay one or multi invoices in the one time. After they paid, it will be reconciled invoices on the backend.
3. Automatically calculate amount due of sale order and show it on the sale order portal.
4. Your customer can partially pay on sale order or invoice by setting authorization.
5. You can set what payment acquirers can be used on the portal.
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: Set what payment acquirers can be used on the portal.
2. Example 2: Do payment on sale order or invoice.
3. Example 3: Do partially pay for sale order or invoice.
4. Example 4: Do payment for multi sale orders or multi invoices.
Example 1: Set what payment acquirers can be used on the portal
Go to Sale Order Setting, and select payment acquirers which you want to show on your customer portal.
If you don't select any payment acquirers. That mean is all enable payment acquirers are used on portal.
In this Example, if you have 3 enable payment acquirers. But you only select Stripe for payment acquirer on portal, when you customer do the payment on portal, they only see Stripe.
Notice: website payment doesn't effect with this setting.
Example 2: Do payment on sale order or invoice.
Your customer can do the payment if sale order payment status is "no invoice", "not paid", "overdue" or "partial paid".
Go to sale order detail. Your custome will see "Pay Now" button for sale order.
This order hasn't been create invoice. If your customer paid this order, and you create invoice for this order, that invoice will be reconciled automatically.
Click on "Pay Now" button
Your customer input their card and Click on "Pay Now" button to do payment.
After your customer paid, they will see payment detail on sale order.
Go to sale order on the backend. If you already purchased Sale Order Payment Status
You will see sale order payment details.
You can access below this link for futher details about Sale Order Payment Status on backend
https://apps.odoo.com/apps/modules/14.0/sale_order_payment_status
Now you create invoice for this order. The invoice will be reconciled automatically, after you confirm the invoice.
And on your customer portal, they will see invoice detail with the payment detail.
If Sale order has muli invoices, your customer can choose paying individual invoice or sale order
If your customer choose "INV/2022/03/0019" invoice to pay firstly.
Only this invoice will be reconciled after the payment is finish,
and the sale order payment status will be changed to "Partial Paid"
And now go to invoice on the backend. You will see the invoice reconciled
Example 3: Do partially pay for sale order or invoice
If you want your customer can do partially payment. You must set authorization of customer.
Go to Customer Contact, and turn on "Can Partially Pay"
Now your customer can do partially payment on sale order or invoice.
Your customer can input partial amount paying, and click on "Partially Pay" button.
Your customer will be redirected to partially payment page.
With partially payment, if the sale order hasn't any invoice, after customer do partially payment, the invoice will be created
And invoice will be reconciled automatically.
Example 4: Do payment for multi sale orders or multi invoices
If your customer has a lot of sale orders or invoices have been due, and default odoo, customer only pay one by one invoice, and they cannot pay by sale order.
This situation, yous customer will be easy to get mistake in the payment and take their time.
With this app, your customer can pay multi sale orders or multi invoices in the same time.
In sale order list, your customer can select what's sale order they will pay,
They only can select the sale order has payment status is "No Invoice", "Partial Paid", "Overdue", or "Not Paid"
Another way, Customer can click on checkbox on the top, it will select all available sale order for payment.
In invoice list, customer can do the same with the sale order list.
After your customer select sale orders or invoices will be paid. Click on "Pay Now" button to redirect to payment pay.
Your customer can see total amount pay, and all sale orders details. Input their card number and click on "Pay" button to create the payment.
All invoices will be also reconciled.
Email Support: huynh.giang.son.gs@gmail.com
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