Post Dated Cheque Management - Community Edition

by
Odoo

46.91

v 14.0 Third Party 84
Live Preview
Required Apps Invoicing (account)
Lines of code 1430
Technical Name sh_pdc
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 11.0 v 12.0 v 10.0 v 13.0 v 15.0
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Required Apps Invoicing (account)
Lines of code 1430
Technical Name sh_pdc
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 11.0 v 12.0 v 10.0 v 13.0 v 15.0
Post Dated Cheque Management - Community Edition

In Invoice/Bill, a post-dated cheque is a cheque written by the customer/vendor (payer) for a date in the future. Whether a post-dated cheque may be cashed or deposited before the date written on it depends on the country. Currently, odoo does not provide any kind of feature to manage post-dated cheque. That why we make this module, it will help to manage a post-dated cheque with accounting journal entries. This module provides a feature to Register PDC Cheque in an account. This module allows to manage postdated cheque for the customer as well vendors, you can easily track/move to a different state of cheque like new, registered, return, deposit, bounce, done. We have taken care of all states with accounting journal entries, You can easily list filter cheque with different states. We have also made simple pdf reports.

Hot Features


PDC For Multiple Invoice/Bill
Edit PDC in "Returned" State
"Reset to Draft" In "Action"
Chatter In PDC
Bank Journal From Payment
"Done Date" Field In PDC Form
Manage Customer/Vendor PDC Payments
PDC Payments In Journal
PDC Payments With Stages
PDC Payments Sum In List View
PDC Cheque Partial Payments
PDC Payments PDF Report

Features


You can create PDC payment of multiple invoice/bill using multi action. New

PDC is allowed to be deleted only when the status is "Draft". New

PDC form will be editable in the "Returned" state. New

You can communicate using chatter. New

You can do multi-action for all states of the PDC cheque (Register, Return, Deposit, Bounce, Done & Cancel). New

You can see the sum of all payments in the list view.

You can manage partially payment for the PDC cheque.

You can send the PDC cheque due date notification to the customer, vendor & internal user.

Easy to manage PDC Payment of customers.

Easy to manage PDC Payment of Vendor.

Easy to track PDC Payment in journal entries or items.

Easy to manage Attachments, Journal Entries or Journal Items in PDC form view.

Easy to manage PDC Payment with different stages like deposit, return, bounce, etc.

Easy to print PDF reports of PDC Payment.

You can set up a multi-company for the PDC account.

No special configuration required, install it, use it.

This module saves your important time.

It reduces human efforts.

Version


v14.0.8 (30thMay 2022)
  • New "Auto Fill open Invoice in PDC on Customer Selection" configuration added.
  • New Reset to draft button added in "Registered" state.
v14.0.7 (16th March 2022)
  • New In advance payment, one journal entry created when there is no invoice.
v14.0.6 (22nd February 2022)
  • New When the due amount is zero, matching number for full reconciliation is added of invoice & bill.
v14.0.5 (23rd December 2021)
  • New "In Payment" State Added In The Invoice For PDC Cheque.
v14.0.4 (22nd November 2021)
  • New Multi-Action Added to create PDC payment of multiple invoice/bill.
  • New "Done Date" field added in PDC form view.
  • New PDC form will be editable in the "Returned" state.
  • New Raise error in the PDC form view, if the payment amount is greater than the total invoice amount.
  • New Opens bank journal entry when clicking on the view button of the payment.
  • New PDC is allowed to be deleted only when the status is "Draft".
  • New "Reset to Draft" added in "Action" of PDC form view.
  • New Only "Done" and "Cancelled" PDC will be reset to draft.
  • New Chatter added in PDC.
v14.0.3 (4th June 2021)
  • New Multi-Action Added For Register Check
  • New Multi-Action Added For Return Check
  • New Multi-Action Added For Deposit Check
  • New Multi-Action Added For Bounce Check
  • New Multi-Action Added For Done Check
  • New Multi-Action Added For Cancel Check
  • New Sum Of All Payment Amounts Added In Tree View
v14.0.2 (20th March 2021)
  • New Partially payment for PDC cheque.
  • New Notification for cheque due date.
v14.0.1 (24th October 2020)
  • Initial Release

You have to set up both PDC account for each company.


Goto Invoice config setting and select PDC account for customer and the vendor.


'Register PDC cheque' button in invoice form view *(Only visible in open state).


'Register PDC cheque' wizard will popup after clicking the 'Register PDC cheque' button.


'PDC Payment' menu where you can see the list of register PDC cheque list.


PDC Payment form view. where you can deposit or return that cheque.


After click on 'Return' that cheque set in 'return' state.


After click on 'Deposit' then that cheque set in 'Deposited' state and you can see two buttons 'Bounce', 'Done'.


If cheque bounce. so click 'Bounce' and that cheque will set in 'Bounced' state.


If cheque deposit successfully. so click 'Done' and that cheque will set in 'Done' state.


In Journal Items you can see the PDC payment entries. In the below image all entries created during all operations performed like bounce, returned, etc.


In Journal Entries you can see the PDC payment all operations entries.


'PDC Payment Report' for print PDF report of multiple PDC cheque payments.


PDF PDC Payment Report.


You have to set up both PDC account for each company.


Goto Invoice config setting and select PDC account for the vendor.


'Register PDC cheque' button in bill form view *(Only visible in open state).


'Register PDC cheque' wizard will popup after clicking the 'Register PDC cheque' button.


'PDC Payment' menu where you can see the list of register PDC cheque list.


PDC Payment form view. where you can deposit or return that cheque.


After click on 'Return' that cheque set in 'return' state.


After click on 'Deposit' then that cheque set in 'Deposited' state and you can see two buttons 'Bounce', 'Done'.


If cheque bounce. so click 'Bounce' and that cheque will set in 'Bounced' state.


If cheque deposit successfully. so click 'Done' and that cheque will set in 'Done' state. In the form view, as you see there are three smart buttons where you can see the 'Attachment', 'Journal Items', 'Journal Entries'.


In Journal Items you can see the PDC payment entries. In the below image all entries created during all operations performed like bounce, returned etc.


In Journal Entries you can see the PDC payment all operations entries.


'PDC Payment Report' for print PDF report of multiple PDC cheque payment.


PDF PDC Payment Report.


You can do multi-action for all states using the "Action" button. Select the PDC cheque from the list view and then from the "Action" menu select option as per need.
You can see the sum of all payments in the list view.


Now we change multiple cheque states to the "Register".


It shows an alert if you try to change the wrong states.


Now we change multiple cheque states to the "Return".


It shows an alert if you try to change the wrong states.


Now we change multiple cheque states to the "Deposit".


It shows an alert if you try to change the wrong states.


Now we change multiple cheque states to the "Bounce".


It shows an alert if you try to change the wrong states.


Now we change multiple cheque states to the "Done".


It shows an alert if you try to change the wrong states.


Now we change multiple cheque states to the "Cancel".


It shows an alert if you try to change the wrong states.


v 14.0.7

Currently no any invoice/bill and we press "Done".


Journal entry created of that payment.


v 14.0.6

When the due amount is zero, matching number for full reconciliation is added of invoice & bill.


v 14.0.5

Invoice with the "in payment" state.


v 14.0.4

Select invoice from list view, and click 'Register PDC cheque'.


'Register PDC cheque' wizard will popup after clicking the 'Register PDC cheque' button.


Now we change stage "Registered" by clicking on "Register" button.


Now we change stage "Deposited" by clicking on "Deposit" button.


Now we change stage "Done" by clicking on "Done" button.


So our stage is changes, you can see done date with payment status.


Now we try to delete PDC.


So it generates alert because PDC is allowed to be deleted only when the status is "Draft".


Now we set "Reset To Draft".


So our stage is "Draft".


You can communicate using chatter.


PDC form will be editable in the "Returned" state.


Multi-Languages


We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Español, French / Français, Chinese) in module, If you want to add other language you can contact us on support@softhealer.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@softhealer.com.

english germany arab chinese french Spanish

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Important remarks about Post Dated Cheque Management V14
by
adil adil
on 2/20/22, 9:26 PM

hello

I sent  an emailto you  about some remarks concerning your PDC module

email sent to : info@softhealer.com

greeting


Looking for customization
by
webshop.admin@zafco.com
on 1/23/22, 11:12 AM

Dear Team,

I am looking for customization of the app where I can register single Cheque against multiple invoices, and I can choose the amount to be marked against each invoice.  this can then be copied into the PDC Tab in the invoice.

i have written a detailed email and please let me know if we can get on a call.


Regards,

Gowri Shankar S 


by
tulus
on 8/30/21, 10:55 PM

dear Sir,

Is it ok for enterprise ver 14 ?

Re:
by
Softhealer Technologies
on 9/1/21, 1:29 AM Author

works fine in odoo 14 enterprise.


very usefull module.thank you so much for your rapid reply.
by
adil adil
on 6/9/21, 6:16 AM Confirmed Purchase

Hello again,

I didn't receive a response (I have sent Many emails)

So, could you tell me please if it is possible to pay multi invoices with one PDC from the list view .of course I will pay for it.

For the latest update,(the sum of PDC in the list view ),I will take the module again today from odoo app

But If your are not interested of all my proposals that I m giving to make module more efficient, just tell me in order to see with an other developper.

i wish that we will collaborate together for more important project

Regards


very usefull module.thank you so much for your rapid reply.
by
adil adil
on 5/28/21, 9:37 AM Confirmed Purchase



by
Mohammed Nauman
on 5/11/21, 7:16 PM

At what stage the partner lets say customer gets credited. Either at the time of receiving the cheque or at the time the cheque is depostied or at the time of its clearing from the bank?

Re:
by
Softhealer Technologies
on 5/12/21, 2:03 PM Author

Customer credited after cheque deposited.