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  1. APPS
  2. Accounting
  3. Payment Auto Reconcile v 17.0
  4. Sales Conditions FAQ

Payment Auto Reconcile

by OctagoTech https://octagotech.com
Odoo

$ 115.46

v 17.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 411
Technical Name account_payment_binder
LicenseOPL-1
Websitehttps://octagotech.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 411
Technical Name account_payment_binder
LicenseOPL-1
Websitehttps://octagotech.com
  • Description
  • License

✓ FEATURES 🔧 SERVICES 👥 CONTACT
OctagoTech Logo

Payment Auto Reconcile

Invoice/Bill Payment Binding in Odoo allows users to link payments with related invoices, bills, credit notes, and refunds.

Community
Enterprise

USER GUIDE

How it works? Click Here

GET PERSONALIZED DEMO

Please send your inquiry via E-mail to know more about this application.

📬 sales@octagotech.com 📬 info@octagotech.com

Key Features

👆

Payment Reconcile With Selected Invoice/Bills/Credit Note/Refund.

🌐

Accurate Reconciliation.

💾

Supports Both Customers and Vendors.

✅

Real-Time Status Update.

🔌

Customer Convenience.

How it Works

1. Auto Payment Matching

Auto Payment Matching in Odoo automatically links payments to the correct invoices or bills, saving time and ensuring accurate reconciliation.

Configure Illustration

2. Customer/Vendor Payment Binding View

Based on the selected customer or vendor, all related unpaid invoices and bills will be displayed in the Opening Invoice/Bill table.

Price Illustration

3. Payment Amount and Invoice Settlement Status

When the user selects the Paid checkbox, only those lines will be considered and linked with the current payment, and the total amount will update accordingly.

Price Illustration

4. Linked Invoice Indicator

The "1 Invoice" button, indicating that this payment is associated with one specific customer invoice, which can be viewed by clicking the button.

Price Illustration

5. Journal Entry Information

The journal entry details for the payment, including the amount of ₹283,200.00, reference number, payment date, journal type, and branch, along with options to unreconcile or view the entry.

Price Illustration

FAQ'S?

Understanding Invoice/bill payment Binding (FAQ's)

Have questions about Reconciliation with Odoo? We've got you covered. Check out these common questions to understand how our module simplifies and secures your financial workflows.

What does this module do? ▼

This module allows users to manually bind payments with specific invoices, bills, credit notes, and refunds. It simplifies reconciliation and ensures accurate payment tracking.

Can I link multiple invoices to a single payment? ▼

Yes. You can select multiple invoices or bills and bind them to a single payment manually.

Does it work for both customers and vendors? ▼

Yes. It supports both customer payments (receivables) and vendor payments (payables).

Can I unbind or modify the linked invoices later? ▼

Yes, as long as the payment is in Draft state, you can modify or remove bindings before confirmation.

Is this compatible with other accounting apps or localization modules? ▼

Yes, it’s fully compatible with Odoo’s Accounting, Invoicing, and Localization modules (like India GST, US GAAP, etc.).

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Tamara Payment Acquirer
Tamara Payment Acquirer
Octagotech Banner

Our Services

We offer a wide range of services to help your business thrive. Explore how we can assist you.

Our Services
Partner Badge

🔹 Get Support, For Free!

30 Days Free Support

At OctagoTech we offer end to end solution for Odoo services which includes analysis & consultation on workflows and integrations.

Phone
Have Any Question ?
+91-8153897751
Email
Write Email
Sales: sales@octagotech.com
Support: info@octagotech.com
Support Illustration

Book Your Personalised Demo Right Away

✉ Connect Via Email
Email QR Code
💬 Connect Via WhatsApp
WhatsApp QR Code
📅 Book A Meeting
Meeting QR Code

Need Help or Support?

📧 info@octagotech.com
USA Flag
USA Office
135 Madison Ave,
New York, NY 10016
📞 +1 917 254 9416
India Flag
India – Rajkot
"Sidhharth", Shiv Nagar,
Near Doshi Hospital
📞 +91 8153897751
India Flag
India – Ahmedabad
409 - Sarthik-II,
Nr. Kiran Motors, SG Road
📞 +91 8153897751
OctagoTech Logo

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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