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Odoo Implementation
Sale Advance Payment | Advance Payment
by Technoverse Systems https://www.technoversesystems.com
Odoo
$ 11.06
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 366 |
| Technical Name |
ur_sale_advance_payment |
| License | LGPL-3 |
| Website | https://www.technoversesystems.com |
| Versions | 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 366 |
| Technical Name |
ur_sale_advance_payment |
| License | LGPL-3 |
| Website | https://www.technoversesystems.com |
| Versions | 16.0 17.0 18.0 |
Sale Advance Payment
The "Sale Order Advance Payment & Auto-Reconciliation" is a powerful Odoo module designed to streamline your sales and accounting workflows. It allows users to receive advance payments (partial or full) directly from the Sales Order (SO) stage without the need to create an invoice first. The module provides real-time visibility into the Residual Amount (due balance) and Payment Status (Not Paid, Partially Paid, Paid) right on the Sales Order form. The standout feature is its smart auto-reconciliation: the moment you generate and confirm the final invoice for the order, the system automatically applies the collected advance payments to it. This eliminates manual data entry, saves time, and ensures your accounts are always perfectly balanced.
Key Features
Direct Advance Payments on Sales Orders
Eliminate the wait for invoice generation. Using the new "Pay Sale Advanced" button on the Sales Order, your sales team can instantly record advance payments directly into your bank or cash journals.
Smart Auto-Reconciliation
This is the core strength of the module. When the order is fulfilled and you create and confirm the final Invoice, the system automatically links the previously received advance payment to that invoice. The invoice status instantly updates to "In Payment" or "Paid" without any manual intervention.
Real-Time Payment Status Badges
Beautiful, color-coded badges (Not Paid, Partially Paid, Paid) are added to the Sales Order list and form views. This gives your team an at-a-glance understanding of the payment progress for every single order.
Live Residual Amount Tracking
A new "Residual Amount" field is displayed right below the total order amount. As advance payments are received, this due balance automatically decreases, keeping both the sales and accounting teams updated in real time.
Strict Validation & Error Handling
The system acts as a strict safeguard against data entry mistakes. It prevents users from receiving an advance payment that exceeds the total order amount. If a user enters an over-payment, the system instantly blocks it and triggers a validation error.
Seamless Multi-Currency & Refunds
If your Sales Order is in one currency (e.g., USD) but the advance is paid in another (e.g., EUR), the module handles the currency conversion automatically using Odoo's exchange rates. Additionally, it supports "Outbound" payments just in case an advance needs to be refunded to the customer.
Advance Payment on a Sales Order
Once a Sales Order is created, the system displays the total due balance as the "Residual amount" at the bottom right. To collect an upfront payment directly from this screen, simply click the "PAY SALE ADVANCED" button located at the top left menu.
Entering Payment Details in the Wizard
Clicking the button opens the Advance Payment wizard. Here, you can select your desired Payment Method (e.g., Bank) and enter the specific amount you are receiving from the customer in the "Amount advanced" field. Once the details are filled, click the "MAKE ADVANCE PAYMENT" button to proceed.
Tracking Payment Advances on the Sales Order
After the payment is processed, a new "Payment advances" tab automatically appears on the Sales Order form. This tab maintains a real-time record of the transaction, showing the payment date, selected journal, received amount, and its current status as "Posted".
FAQ
Not at all! That’s the primary benefit of this module. You can collect advance payments directly as soon as the Sales Order is confirmed, without needing a draft or final invoice.
The system handles partial payments effortlessly. The Sales Order status will update to "Partially Paid," and the "Residual Amount" will reflect the remaining 50%. When the final invoice is generated, the 50% advance is automatically applied, leaving only the remaining balance as outstanding.
No. The module is built with strict validation rules. If a user tries to enter an amount larger than the remaining due balance (e.g., trying to receive $1,001 on a $1,000 order), the system will block the action and display an error message. Q4: Will th
No manual linking is required! The module's background logic is smart enough to detect any advance payments tied to the specific Sales Order. The moment the invoice is posted (confirmed), the system automatically reconciles the advance payment with it.
Release 17.0.1.0.0
1 December, 2022
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