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POS Payment Reference

by
Odoo

$ 9.93

v 17.0 Third Party
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Point of Sale (point_of_sale)
• Discuss (mail)
• Inventory (stock)
• Invoicing (account)
Lines of code 350
Technical Name qt_pos_payment_reference
LicenseLGPL-3
Websitehttps://odootips.com
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Point of Sale (point_of_sale)
• Discuss (mail)
• Inventory (stock)
• Invoicing (account)
Lines of code 350
Technical Name qt_pos_payment_reference
LicenseLGPL-3
Websitehttps://odootips.com
POS Payment Reference
Capture payment references per payment line in Point of Sale

This module adds a Payment Reference field to each payment line in the POS payment screen. Cashiers can capture a voucher number, operation ID, or transaction reference directly during checkout. The reference is validated, persisted, and optionally printed on the receipt.

  • ✅ Per-line Reference - Each payment line gets its own reference field
  • ✅ Minimal Configuration - Everything configured in the POS config, not in payment methods
  • ✅ 3 Modes - Disabled / Optional / Required with validation
  • ✅ Selective Application - Apply to all methods or only selected ones
  • ✅ Smart Visibility - Ref button only shows where applicable
  • ✅ Validation - Blocks order if required reference is missing
  • ✅ Ticket Printing - Optional reference printing on receipt
  • ✅ Backend Audit - Reference visible in orders and payments views
  • ✅ Consistent Methods List - Only shows methods enabled in the POS
  • ✅ No Core Overrides - Uses patches and standard extension mechanisms
▶ Watch on YouTube
  • ✔ Community
  • ✔
    Enterprise
    (On-premises)
  • ✔ Odoo.sh
  • ✘ Online
Odoo Version
17.0
📦 Dependencies
  • • Point of Sale (point_of_sale)
💻 Technical
  • • OWL Patches (JS)
  • • No Python dependencies
  • • Minimal core patches
  • • License: LGPL-3
📷 Screenshots
POS Configuration
📖 Documentation
⚙ 1. Configuration

Go to Point of Sale > Configuration > Point of Sale and open the POS you want to configure. Scroll to the Payment Reference section:

POS Configuration
Reference Mode

Disabled = no reference anywhere.
Optional = cashier can add reference.
Required = must add before validating.

Apply to

All methods = every payment method in POS.
Selected = only the methods you pick.

Print on ticket

When ON, the reference is printed below each applicable payment line on the receipt.

💳 2. POS Usage

In the payment screen, a Ref button appears on each applicable payment line:

POS Usage
  1. Add a payment line with an applicable method
  2. Click the Ref button (gray = empty, green = has reference)
  3. Enter the reference in the popup
  4. Click Confirm
💡 Tip: If the mode is Optional, you can clear the reference using the Clear button in the popup.
✅ 3. Validation

When the mode is Required:

POS validation
Blocked

If any applicable payment line has no reference, the order cannot be validated.

Clear Message

The error popup shows: "Missing reference for payment method: [Name]"

📄 4. Ticket Printing

When Print on ticket is enabled, references appear on the receipt:

POS ticket
Receipt Format:
Bank                   $50.00
Ref: VOC-2025-0042
⚠ Note: The reference only prints for payments where it applies AND where a reference was actually entered.
📊 5. Backend Audit

References are available in the backend for auditing:

Backend
Order Payments Tab

Reference column in the order's payments tab

Payments List

Reference column in POS payments list view

Search Filters

"With Reference" and "Without Reference" filters

⚙ Installation
Steps:
  1. Copy the qt_pos_payment_reference folder into your Odoo custom addons directory
  2. Restart the Odoo server
  3. Go to Apps, remove the "Apps" filter, and search for "POS Payment Reference"
  4. Click Install
  5. Open Point of Sale > Configuration > Point of Sale
  6. Configure the Payment Reference section in your POS
  7. Open a POS session and test the payment reference flow
💡 Requirement: Only the Point of Sale module is required. No additional Python packages needed.
❓ Frequently Asked Questions

The button only appears when: (1) The reference mode is not Disabled, (2) The payment method is applicable (all methods or in the selected list).

The mode (Required/Optional) applies globally to all applicable methods. To make it required only for some, set the mode to Required and use "Only selected methods" to choose which ones.

No. It uses standard Odoo extension mechanisms: Python model inheritance, OWL patches, and XML template inheritance. No core methods are overwritten.

The "Applicable Methods" list automatically removes any method that is no longer enabled in the POS configuration, keeping the list consistent.
📧 Support

For questions, bug reports, or feature requests, please contact us:

🌐 Website
odootips.com
📧 Email
click - Email

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