Odoo
Implementation
Payment Status in Sale Order | Sale Order Payment Info | Sale Order Payment Monitoring | Sale Order Payment Status Tracker
by Creyox Technologies https://www.creyox.com
Odoo
$ 87.49
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 199 |
| Technical Name |
cr_sale_order_payment_status |
| License | OPL-1 |
| Website | https://www.creyox.com |
| Versions | 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 199 |
| Technical Name |
cr_sale_order_payment_status |
| License | OPL-1 |
| Website | https://www.creyox.com |
| Versions | 15.0 16.0 17.0 18.0 |
Community
Enterprise
Odoo.sh
Payment Status in Sale Order
Overview
Module 'Payment Status in Sale Order' integrates comprehensive payment tracking capabilities into the Sale Order. By displaying payment statuses such as "No Invoice", "Not Paid", "Partial Paid", "Fully Paid", and "Overdue" on both the Sale Order tree and form view, users gain full visibility into the financial state of their Sale orders. It automatically calculates the amount due based on linked invoices, handles payment status updates, and allows easy reconciliation of payments and invoices directly from the Sale order form. And Also Show detailed payment information directly on the Sale order form , including partial payments, full payments, and overdue status.
Hot Features
Reconcile payments from the Sale Order
Automatic Payment Status Updates
Automatic Calculation of Amount Due
Payment Info Display
Filters by Payment Status
Features
Show the current payment status ("No Invoice", "Not Paid", "Partial Paid", "Overdue", "Fully Paid") on both Sale Order Tree and Form views.
Automatically calculate and display the amount due for each Sale order based on linked invoices.
Show detailed payment information directly on the Sale order form, including partial payments, full payments, and overdue status.
Register payments directly from the Sale Order form, automatically reconciling the bills and recalculating the amount due.
Filter Sale Order by their payment status on the Sale Order Tree to easily identify overdue, partially paid, and fully paid Sale order.
Supported in Odoo community and enterprise edition.
Payment Status in Sale Order
- Create a 'Sale Order'.
- After the Validate it goes into the 'No Invoice' state , if no Invoice was Create.
- Click on button 'Create Invoice' and after that from the 'Create Invoices' click button 'Create Draft Invoice'.
- Create invoice for Sale Order.
- Once a invoice is created, the payment status is updated to 'Not Paid', and the amount due is displayed on the form. If the user belongs to the 'Billing' group , the 'Register Payment' button will be visible.
- Click the 'Register Payment' button on the Sale Order form to initiate a payment.
- Enter an amount less than the Sale order's amount due, then click the 'Create Payment' button.
- After the payment is created, the payment status will be updated to 'Partial Paid', and the payment details will be displayed.
- Click the 'Register Payment' button and enter an amount same as the Sale order's amount due, then click the 'Create Payment' button.
- After the payment is created, the payment status will be updated to 'Fully Paid', and the payment details will be displayed.
- Create a Sale Order with multiple products and Validate it.
- Click on button 'Create Invoice' and create invoice for one product.
- Again Click on button 'Create Invoice' and create invoice for remain product.
- From the Sale Order form, make the first payment by clicking the 'Register Payment' button and entering an amount of $200.
- The first payment has been reconciled with the invoice INV/2024/00016.
- Return to the Sale Order form, click the 'Register Payment' button again, and enter an amount of $500.00 for the second payment.
- The second payment of $95 has been reconciled with the invoice INV/2024/00016.
- Additionally, $405 was reconciled with the invoice INV/2024/00017.
- Return to the Sale Order form, click the 'Register Payment' button again, and enter the remaining amount for the third payment.
- The third payment has been reconciled with the invoice INV/2024/00017.
- Create a Sale Order and Validate it.
- Click on button 'Create Bill' and create invoice with invoice date in the past.
- Once a invoice is created, the payment status is updated to 'Overdue', if the invoice date is in the past and still the invoice is not fully paid.
- Payment is not fully complete so still the payment status is 'Overdue'.
- Filters by Payment Status in tree view.
Our Services
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
- Yes, this app works with self-hosted server or odoo.sh.
- No, this app will not work for Odoo Online.
- Please contact us on support@creyox.com
- Yes, we give free support when you buy these app for 60 Days.
- Yes, you need to pay different prices of app version wise.
- You can raise a Ticket on support@creyox.com we'll get back to you with fixes.
Our Services
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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