Make Sale-Generated Payment Link as Advance
by MAC5 https://apps.odoo.com/apps/modules/browse?author=MAC5$ 399.37
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 753 |
| Technical Name |
account_payment_advance_sale_txn_mac5 |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?author=MAC5 |
| Versions | 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 753 |
| Technical Name |
account_payment_advance_sale_txn_mac5 |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/modules/browse?author=MAC5 |
| Versions | 15.0 16.0 17.0 18.0 |
Make Sale-Generated Payment Link as Advance
The payment link generated for a single sale will be tagged as advance payment
Features:
- The payment link generated for a single quotation or sales order will be tagged as advance payment instead of a regular payment
- New button in quotation / sales order to register advance payments for manual payment
- View registered advance payments in sales order
- Multiple advance payments can be applied to sales orders
- Advance payments will automatically applied to customer invoices
- The true advance payment! Uses a different account to record advances, rather than Accounts Receivable and Payable
- Includes all the features in the Advance Payments module
Procedure:
Configurations
Create new Accounts for Advance Payments
Create new accounts to be used for customer and vendor advance payments in Accounting > Configuration > Accounting > Chart of Accounts. Make sure that the created account is used for advance payment and reconcilable.
On my example, I created Unearned Revenue which is a liability to be used for customer advance payments.
Create new Journal for Advance Payments
Create new journal to be used for customer and vendor advance payments in Accounting > Configuration > Accounting > Journals. This new journal will be used when advance payment is applied on invoices.
Set Default Configuration for Advance Payments
Set default configuration for the advance payments in Accounting > Configuration > Settings and set the advance payment account and journal that will likely be used often.
Configure Bank Journal Payment Methods
Make sure that the payment methods used for advance payments have both Outstanding Receipts and Outstanding Payments accounts configured. To do this, go to Accounting > Configuration > Accounting > Journals, select the relevant Bank Journal, and under the Incoming Payments and Outgoing Payments sections, fill in the Outstanding Receipts Account and Outstanding Payments Account, respectively.
Compatibility
This module is compatible with Odoo 18.0 Community and Enterprise Editions
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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