$ 11.48
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 97 |
| Technical Name |
pf_track_invoice_from_sale |
| License | OPL-1 |
| Website | https://www.prefortune.com/ |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
Track invoice details from Sale App
Track Invoice Details from Sale helps businesses monitor invoice payment information directly from the Sales Order. It provides a clear view of invoice status, paid amount, due amount, and payment progress without opening the invoice separately. When invoices are created or payments are registered, the information is updated automatically on the Sales Order. This helps sales and accounting teams quickly understand the financial status of each order. The module integrates smoothly with Odoo Sales and Accounting while keeping the standard workflow unchanged.
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Key Features
Real-Time Invoice Status Tracking.
Instant Paid Amount Visibility.
Automatic Due Amount Calculation
Smart Payment Percentage Indicato
Real-Time Automatic Updates
Track invoice details from Sale Odoo App
Our efficient
Odoo – Track invoice details from Sale
app helps businesses easily monitor invoice payment information directly from the Sales Order. This module improves financial visibility by displaying invoice status, paid amount, due amount, and payment progress in real time, eliminating the need to open invoices separately.
It provides clear and efficient tracking of invoice details:
1. Real-Time Invoice Status: Instantly view the invoice status such as Draft, Posted, Paid, or Partially Paid directly from the Sales Order screen.
2. Paid Amount Visibility: Quickly see the total amount that has already been paid for the related invoices without navigating to the Accounting module.
3. Automatic Due Amount Tracking: The system automatically calculates and displays the remaining unpaid amount, helping teams easily identify outstanding balances.
4. Payment Progress Percentage: Track the payment progress with a clear percentage indicator based on the total invoice amount and received payments.
5. Centralized Payment Overview: All invoice payment information is displayed directly on the Sales Order, giving sales teams a complete financial overview in one place.
Track Invoice Details from Sale Odoo App
- Easily monitor the invoice status such as Draft, Posted, Paid, or Partially Paid directly from the Sales Order. This helps users quickly understand the current billing status without opening each invoice separately.
- View the total amount that has already been paid for the related invoices directly on the Sales Order, making it easier for sales teams to track received payments.
- The system automatically calculates and displays the remaining amount that is still pending, allowing users to instantly identify outstanding balances.
- Get a clear view of the payment progress with an automatically calculated payment percentage based on the total invoice amount and received payments.
- Whenever a payment is registered or updated, the Sales Order automatically refreshes the invoice details to ensure users always see the latest and most accurate payment information.
Complete Workflow for Track invoice details from Sale Odoo App
Enable the Track Invoice Details from Sale feature in the system. Create a Sale Order and generate the related Invoice from it. The module automatically displays the nvoice Status, Paid Amount, Due Amount, and Payment Percentage directly on the Sale Order. When a payment is registered in the Accounting module,the system instantly updates all invoice details in real time. This allows users to easily monitor the payment progress and outstanding balance without opening the invoice separately.
Track invoice details from Sale Odoo App
1. When a new Sale Order is created, the Invoice Status, Paid Amount, Paid Percentage, Over Payment, and Over Payment Percentage are 0, and the Due Amount is equal to the total product price.
2. The invoice has been created from the Sales Order.
3. A down payment invoice has been created, now confirm it.
4. The Invoice Status in the Sale Order shows "Open Invoice" because the invoice has been created but the payment is still pending.
5. Now pay the amount according to the down payment invoice.
6. In the Sale Order List View and Form View, the Invoice Status, Paid Amount, Due Amount, and Paid Percentage values will update according to the invoice.
7. If a payment is made that exceeds the required amount, the invoice will reflect an overpayment. For example, if a product costs 100 and a down payment of 50 has already been made, but a payment of 200 is made, this results in an extra payment of 150.
8. the Invoice Status will automatically change to Overpaid, and both the Overpaid Amount and Overpaid Percentage will update according to the additional payment.
9. The Invoice Status, Overpaid Amount, and Overpaid Percentage will automatically update in the form view according to the extra payment.
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• Works &
tested on standard installations of Odoo with no third
party apps,
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installations with no third party apps,
• Paid
support availaible for Odoo installations with third
party apps.
Prefortune Technologies LLP.
Prefortune is a Odoo Official Partner, Odoo Development company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
Prefortune Technologies LLP is Working on web development, Mobile development, and Odoo ERP. It is the top outsourcing software company based on the creation of e-Commerce applications and Odoo.
If you need any help or want more additional features, you may contact us through:
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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