| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 1934 |
| Technical Name |
kaz_pdc_management |
| License | LGPL-3 |
| Website | http://www.kaizenae.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 1934 |
| Technical Name |
kaz_pdc_management |
| License | LGPL-3 |
| Website | http://www.kaizenae.com/ |
Post Dated Cheque
for Odoo
Gain end-to-end control over your post-dated cheque (PDC) workflowsâconfigure default PDC receivable and payable accounts, capture cheque details, and process every payment in seconds rather than wrestling with spreadsheets. With a secure, wizard-driven form you define, Accounting selects the invoice or bill, enters cheque number, bank, due date, and amount, and Odoo instantly creates draft journal entries with the correct sequence. One click advances the PDC through status-based workflows (Draft â Collected â Deposited â Posted / Bounced / Returned), while multi-threshold reminders to users, customers, and vendors ensure no due date is missed. Role-based access and automatic chatter logging keep Finance, Management, and auditors perfectly alignedâevery state change, reminder, and entry is recorded for full auditability and compliance. Centralize your PDC lifecycle to eliminate manual errors, reduce bounce risk, and maintain healthy cash flowâall so your teams can focus on strategic priorities instead of paperwork.
© 2025 Kaizen Principles
What's New in Post Dated Cheque for Odoo
Seamless PDC Registration
Full Lifecycle Tracking
Automated Due-Date Reminders
Configurability & Controls
Rich Reporting
Kaizen Principles
Your Partner
We're here to support your growth 24/7. Connect with our experts now.
All Features
Record PDC Payments
Manage PDC Lifecycle
Automate Accounting Entries
Configure PDC Accounts
Receive Notifications
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Learn More »Free 30 Days Support
Kazien Principles will provide FREE 30 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Post Dated Cheque
Gain full visibility into post-dated cheque managementâFinance and Accounting teams configure default PDC receivable/payable accounts, capture cheque details, and process every PDC payment in real time through a secure, branded portal. From cheque number, bank, due date, and amount entry to automated draft journal creation and reconciliation, all steps are auto-computed and bundled into a single transaction. Status-driven workflows (Draft â Collected â Deposited â Posted / Bounced / Returned) and role-based access ensure Accounting, Treasury, and Management stay perfectly aligned, while every state change, reminder email, and action is logged in Odooâs chatter for comprehensive audit trails and regulatory compliance. Whether youâre managing routine cheque collections, proactive due-date reminders, or bounced-cheque follow-up, this module centralizes your PDC lifecycle, eliminates manual errors, mitigates bounce risk, and elevates stakeholder transparency and efficiency.
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Configure PDC Accounts and Due Date Notifications
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Enable PDC Payment Access for Users
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Register PDC Payment from Invoice
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Fill & Validate PDC Payment Details
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Track and Manage All PDC Payments
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Monitor and Advance PDC Payment Lifecycle
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Mark PDC as Deposited
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Handle Bounced PDC Payments
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Monitor PDC Lifecycle Status Across All Payments
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Invoice Fully Settled via PDC Payment
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Print PDC Payment Report
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View or Export the PDC Payment Report (PDF)
Configure PDC Accounts and Due Date Notifications
Enable PDC Payment Access for Users
Register PDC Payment from Invoice
Fill & Validate PDC Payment Details
Track and Manage All PDC Payments
Monitor and Advance PDC Payment Lifecycle
Mark PDC as Deposited
Handle Bounced PDC Payments
Monitor PDC Lifecycle Status Across All Payments
Invoice Fully Settled via PDC Payment
Print PDC Payment Report
View or Export the PDC Payment Report (PDF)
Configure PDC Accounts and Due Date Notifications
Set up your default PDC receivable and payable accounts to ensure all cheque-related journal entries are posted accurately. Activate automated due date notifications for internal users, customers, or vendors and define up to three reminder thresholds. This ensures timely follow-up on upcoming PDC maturities, reduces bounce risk, and keeps all stakeholders informedâbefore it's too late.
Enable PDC Payment Access for Users
Grant access to the PDC Payment (Customer Invoice / Vendor Bill) feature to specific user groups. This permission allows users to initiate and manage post-dated cheque transactions directly from customer invoices or vendor bills. Once enabled, users can view the âPDC Paymentâ button, process cheque lifecycles, and generate related journal entriesâensuring that only authorized personnel can handle sensitive financial operations. This setting supports secure delegation, audit readiness, and strict access control over your organization's cheque-based workflows.
Register PDC Payment from Invoice
Seamlessly register a post-dated cheque payment directly from any posted customer invoice using the âPDC Paymentâ button. This action launches a guided wizard where users can capture cheque details such as bank, due date, and reference. Odoo links the payment to the invoice, pre-fills accounting fields, and prepares the system to generate accurate journal entries based on configured PDC accounts. This feature ensures traceability, eliminates manual data entry, and guarantees that PDC payments follow a structured lifecycle from collection to postingâfully integrated into your accounting workflow.
Fill & Validate PDC Payment Details
Complete the post-dated cheque entry by filling in all essential payment detailsâincluding journal, cheque reference, bank name, agent, and payment date. The form auto-fetches the partner, amount, invoice memo, and receivable account from the invoice context. Once all fields are entered, click Validate to confirm the PDC registration and move it into the âDraftâ state in the PDC lifecycle. This step ensures structured data capture, accurate journal setup, and a clear audit trail for every cheque receivedâno manual backtracking or bookkeeping delays.
Track and Manage All PDC Payments
Get a real-time overview of all post-dated cheque transactions across your organization in one centralized view. This list view displays each PDC's number, date, partner, journal, amount, cheque reference, agent, bank, and current statusâmaking it easy to monitor the full lifecycle of every cheque. Use built-in filters (e.g., by partner, date, status) to quickly locate specific records or audit trends. Whether you're reconciling deposits, following up on bounced cheques, or reviewing payment statuses, this dashboard ensures full visibility, accountability, and operational efficiency for your finance team.
Monitor and Advance PDC Payment Lifecycle
View full details of a post-dated cheque payment and take action as it progresses through its lifecycle. This form view shows all key informationâpartner, journal, amount, cheque reference, due date, linked invoice, receivable account, and journal entry referenceâin a single glance. At this stage, the payment is marked as âCollect Cashâ, and authorized users can move it to Deposited, Returned, or Cancelled using the action buttons above. With status tracking, integrated entries, and audit-ready transparency, this screen ensures every PDC payment is managed smoothly from issuance to settlement.
Mark PDC as Deposited
Confirm that the post-dated cheque has been physically deposited in the bank. This step updates the paymentâs status to âDepositedâ and creates corresponding accounting entries reflecting the transfer of funds into the clearing account. All essential payment details remain visible, including cheque reference, bank, amount, and move reference. If the cheque later fails, users can click âBouncedâ to reverse the deposit entry. This lifecycle stage ensures tight reconciliation with your bank ledger while keeping your receivables fully traceable and auditable.
Handle Bounced PDC Payments
Mark a cheque as âBouncedâ when it is rejected by the bank due to insufficient funds, signature mismatch, or other issues. This stage reverses the earlier deposit entry and updates the payment status, keeping your accounting books accurate. Key payment informationâsuch as cheque reference, bank, and invoiceâis preserved for follow-up actions. Finance users can now cancel the payment, re-issue a new cheque, or notify the customer. With this tracked status, your team gains clarity, audit integrity, and the ability to act quickly on failed receivables.
Monitor PDC Lifecycle Status Across All Payments
Quickly assess the current status of all post-dated cheque payments from a single, centralized view. This list highlights each PDCâs lifecycle stageâsuch as Collect Cash, Deposited, Bounced, or Returnedâalongside critical details like partner, amount, bank, and cheque reference. Use this view to sort, filter, and follow up on payments requiring action. Whether Finance is managing bounced cheques, re-scheduling returns, or reconciling collected amounts, this dashboard ensures your team stays proactive and in control of every outstanding cheque.
Invoice Fully Settled via PDC Payment
Once a post-dated cheque is processed and reaches the âPostedâ state, the linked customer invoice is automatically marked as Paid. This seamless integration ensures that Odoo reflects real-time financial status, reducing reconciliation errors and eliminating manual updates. The invoice now displays a âPAIDâ ribbon, updated chatter log, and $0.00 amount dueâgiving Finance and Sales teams full confidence that the transaction is complete. This final stage closes the loop between cheque clearance and revenue recognition.
Print PDC Payment Report
Generate a formal PDF report for any post-dated cheque paymentâwhether in draft, collected, deposited, or bounced status. The PDC Payment Report includes all relevant details such as payment number, amount, partner, journal, cheque reference, bank, invoice link, and payment status. Ideal for filing, internal reviews, or external audits, this report ensures every PDC transaction is fully documented and traceable. With a single click, users can download or print a structured record of the payment's full context and history.
View or Export the PDC Payment Report (PDF)
Download or print a professional PDF summary of all post-dated cheque payments recorded in the system. The PDC Payment Report displays key fields such as payment number, date, customer, amount, cheque reference, bank, journal, linked invoice, due date, and current statusâall formatted in a clear, tabular layout. This report is ideal for internal audits, external reviews, board reporting, or reconciliations, giving your finance team full visibility and documented assurance for every PDC transaction on record.
Why Kaizen
You know us as the makers of the Odoo "Post Dated Cheque for Odoo".
Kaizen's Top App Recommendations
Take a look at our other Odoo apps designed to make your life easier with a smooth workflow. Don't miss the chance to uplift your Odoo ERP experience with our apps!
More Apps »
POS Tamara
Pay point of sale orders with tamara payment gateway and refund orders paid with tamara....
Learn More »
UAE Corporate Tax
Get Complete State-specific legislation view of Company income taxes Generate / redraft related journals at any time during the year...
Learn More »
Stock Report PDF
PDF report to print inventory transactions using different fillters...
Learn More »
Payment Provider: Tamara
Integration With Tamara Payment Gateway (E-commerce and Point of Sale)...
Learn More »Kaizen Odoo Services
Upscale your business with expert services from an Odoo Gold Partner.
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