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Advance Payment for Sales and Purchase

by
Odoo

$ 31.67

v 15.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Inventory (stock)
• Manufacturing (mrp)
• Purchase (purchase)
• Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Lines of code 413
Technical Name wbl_advance_payment
LicenseOPL-1
Websitehttps://store.weblyticlabs.com
Versions 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Inventory (stock)
• Manufacturing (mrp)
• Purchase (purchase)
• Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Lines of code 413
Technical Name wbl_advance_payment
LicenseOPL-1
Websitehttps://store.weblyticlabs.com
Versions 14.0 15.0 16.0 17.0 18.0
Product Image
Advance Payment for
Sales and Purchase
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Advance Payment for Sales and Purchase

The Advance Payment for Sales and Purchase app simplifies how businesses manage upfront payments within Odoo. This app allows users to record partial payments on sales and purchase orders easily and accurately. When enabled, users can specify an advanced amount, choose the right payment journal, and generate corresponding customer or vendor payments automatically. The app offers flexible options to update or reset advance payments even after order confirmation, giving managers full control over cash flow and billing processes. It streamlines your workflow by seamlessly handling all advanced payments, improving financial transparency, and reducing manual effort. Suitable for businesses of all sizes, this app helps ensure smooth transactions, effective cash management, and better financial planning.

Advance Payment for Sales and Purchase Benefits

Enhances Payment Transparency

Flexible Payment Management

Enhanced Cash Flow Control

Better Financial Oversight

Streamlined Workflow

Permissions Control

Advance Payment for Sales and Purchase Features

Advance Payment Recording:

  • Easily specify advanced amounts on sales and purchase orders. The system generates customer or vendor payment record details automatically.

Flexible Payment Management:

  • Set and update advance payment amounts anytime. Managers can modify the advance before or after order confirmation, ensuring flexibility.

Create Payments With Wizard:

  • Click the "Advance Payment" button to open a wizard. Enter the amount and select the journal type, then click "Create" to generate the advance payment record.

View & Track Payments:

  • All advance payments appear in the dedicated tab. Clicking on a record opens detailed information, including bank number and full payment details.

Reset & Update Payments:

  • To change an advance payment, click "Reset", modify the amount, and then save with "Update." Permissions are required, controlled through user settings.

Manage Permissions:

  • Only users with the "Access Reset Payment" permission can modify advance payments. Unauthorized users will see a warning if they attempt to make changes.

Workflow Integration:

  • Supports auto-generation of advance payments during quotation creation. Managers can review, modify, or reset payments at any point or process refunds if necessary.

Advance Payment for Sales and Purchase Workflow

  • Permission to update or reset payments is controlled through the "Access Reset Payment" field in their user settings.
  • When a sales or purchase order is initiated, the user proceeds normally through the order creation process.
  • Before confirming the order, the user clicks the "Advance Payment" button.
  • In the wizard, the user selects the Date, payment journal, and enters the advance amount.
  • The user then clicks "Create Advanced Payment".
  • The system automatically creates a customer payment record for sales orders or a vendor payment record for purchase orders.
  • All advance payments appear in the Advance Payment tab associated with the order, showing key details like bank number, date, and amount.
  • To view detailed information, the user clicks on the specific entry, opening the Advanced Payment Form View with full details.
  • The modify an advance payment, authorized users click the "Reset" button.
  • This clears the current value(s), allowing the user to input a new amount and select a different journal if necessary.
  • After entering the new data, the user clicks "Update" to save changes.
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Frequently Asked Questions

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question. You can get it right away here.

General

We provide technical support to resolve installation, configuration, and functionality-related issues. Support details are outlined in our support policy. We also customize our Odoo App to meet your business needs.
Yes, our modules are designed to be multi-language compatible. Follow the provided guidelines to configure language settings within Odoo.
Follow our step-by-step installation guide for each module. Generally, it involves downloading the module, placing it in the add-ons folder, and updating the module list in Odoo.
Our extensions are regularly updated to support the latest stable Odoo versions. For compatibility details, refer to the product description page.
Compatibility varies. Refer to the documentation or contact our support team for specific details on integrating our modules with third-party extensions.
Refer to the refund policy of Odoo for detailed information on eligibility and conditions for refunds. We strive to address concerns and provide satisfactory solutions.
Yes, our modules are designed to be responsive and compatible with various devices. Follow best practices for mobile optimization within your Odoo instance.

Quotation Creation and Advance Payment

While creating a quotation, users can choose "Advance Payment" to pay in advance before finalizing the order.

Advance Payment Wizard

Clicking "Advance Payment" opens a wizard for entering the amount, selecting the date, and journal type. After filling in the details, clicking "Create Advance Payment" records the advance payment.

Access Reset Payment

The "Access Reset Payment" option in user permissions must be activated to allow modifications of advance payments.

Viewing Advance Payments

Clicking the "Reset" button clears the current value, allowing the admin to enter a new amount.

Modifying Advance Payment Amounts

After permission is granted, click "Reset" to modify the amount and then "Update" to save the new value.

Create Invoice

After updating the amount, click "Create Invoice" to generate the invoice.

Amount Due Pay

The due amount appears on the screen; the admin clicks "Pay" to complete the payment.

Pay Wizard

Clicking "Pay" opens a wizard with payment details; then, click "Create Payment" to finalize the transaction.

Customer Invoice

After completing the payment, click on the "Payment" smart button in the invoice to review all related details.

Advance Payment Details View

Payment records and details are available for the admin to view.

Advance Payment for Purchase Order

Clicking the "Advance Payment" button allows the admin to process a partial payment for the product amount.

Advance Payment Wizard

Clicking "Advance Payment" opens a wizard for entering the amount, selecting the date, and journal type. After filling in the details, clicking "Create Advance Payment," the advance payment.

Viewing Advance Payments

Clicking the "Reset" button clears the current value, allowing the admin to enter a new amount.

Create Bill: Generate

click "Create Bill" to generate the bill.

Purchase Order Amount Due Pay

The due amount appears on the screen; the admin clicks "Pay" to complete the payment.

Pay Wizard for Purchase Order

Clicking "Pay" opens a wizard with payment details; then, click "Create Payment" to finalize the transaction.

Vender Bill

After completing the payment, click on the "Payment" smart button in the invoice to review all related details.

Advance Payment Details View

Payment records and details are available for the admin to view.

Customer Advance Payment

The admin can view detailed customer advance payments in the invoicing backend.

Vendor Advance Payment

All vendor advance payment information is available for the admin to view in invoicing.

Validation Error

Show an error pop-up if the user attempts an action without proper permissions.

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Support Email support@weblyticlabs.com

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