Advance payments with reconciliation for Sale And Purchase
by Globalteckz http://www.globalteckz.com/
Odoo
$ 101.09
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 522 |
| Technical Name |
gt_sale_and_purchase_advance_payment |
| License | LGPL-3 |
| Website | http://www.globalteckz.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 522 |
| Technical Name |
gt_sale_and_purchase_advance_payment |
| License | LGPL-3 |
| Website | http://www.globalteckz.com/ |
Overview
Sale and Purchase Order Advance Payment Odoo Apps.
The Sale and Purchase Order Advance Payment Odoo App allows users to make an advance down payment using the dedicated advance payment button in both sale and purchase orders. Through the advance payment wizard, users can select the appropriate payment journals and specify payable amounts for the advance payment. All advance payments will be listed under the Payment Advance tab within the sale and purchase order, making it easy to track. When invoices or bills are created, the corresponding advance payments are transferred as outstanding credits or debits. By using the Add button, users can quickly reconcile advance payments with the generated invoices or bills for seamless financial management.Key Features of the "Advance Payment Odoo Application":
- Advance Down Payment Option: The application allows users to make an advance down payment using the wizard button. This ensures easy processing of payments before order completion.
- Advance Payment Record: Users can view a detailed record of their advance payments in the "Advance Payment" tab within the Sale and Purchase Orders.
- Automatic Reconciliation: The app provides an automatic reconciliation option, enabling users to track and compare their advance payments with the total payment, ensuring clear financial management.
- Available for Both Sale and Purchase Orders: This feature is designed to work seamlessly with both Sale Order and Purchase Order modules, offering flexibility in managing payments for various transactions.
The Contacts module in Odoo 17 centralizes customer and vendor information, allowing businesses to manage their relationships effectively.
Features
- Enable or Disable Advance Payment for Sales and Purchases: Users can manage the option to allow or disallow advance payments for sales and purchase orders directly from the user configuration settings.
- Make Advance Payment from Sale Order: While creating an order, the system automatically loads product details, price, quantity, and UOM from the sale order for payment processing.
- Advance Payments Recorded Under Sale Order: All advance payments made will be displayed in the 'Advance Payment' tab under the sale order for easy tracking.
- Make Advance Payment from Purchase Order: Users can make an advance payment directly from the purchase order using the advance payment button.
- Advance Payments Recorded Under Purchase Order: All advance payments made will be displayed in the 'Advance Payment' tab under the purchase order for easy tracking.
- Automatic Reconciliation of Advance Payments: When the 'Auto Reconcile Advance Payment' option is enabled, the system automatically reconciles the advance payment with the customer invoice or vendor bill.
Screenshots
1. Allow/Disallow Sale Order Advance Payment
Allow/Disallow Sale Order Advance Payment User have access to allow/disallow sale order advance payment option. Let's See What Is Workflow & How It Works.
First Click On Setting.
Users/Companies Click on User.
See in the Advance payment Category, there is a field 'Allow Sale Order Advance Payment' Check in the box.
2. Advance Payment in Sale Order
Create Sale Orders With Advance Payment. > Go to the Sale Module
Create New Sale Order Or Use Existing Orders.
After Fill All Fields Data Click On Confirm Button.
After Click On Confirm Button The State Is Now On The Sale Order & Now You Can See Advance Payment Button.
3. Advance Payment Wizard.
Click On Advance Payment Button For Open Advance Payment Wizard To Make Advance Payment.
When click on advance payment button, Advance payment wizard open and select payment journal with payable amount and click on make payment button. Here Is Payable Amount 'How much you want to pay as down payment'. Payment Journal 'payment type in bank or cash'. Date & Time When You Pay Down payment.
Fill All Data And Click On "Make Payment".
If you put Payable amount more than total amount then you get user error.
Advance Payment Tab Now You Can See 'Payment Advance' Tab
Under advance payment tab you can see advance payment line in sale order.
Click On Delivery.
Validate Delivery.
Click on payment line to see your payment receipt.
Save receipt.
You can see your payment in accounting or invoices. click accounting or invoices module.
Go to Customers>payments
Here you see your last updated payment.
Create invoice.
Take any type of invoice.
Confirm invoice.
Now you can see your invoice in the posted state. Under customer invoice you can see advance payment transfer in outstanding credits balance and click on add button for make payment.
After click on add button your total payment is reconciled.
4. Auto Reconcile Advance Payment Configuration.
Go to the settings>Users&companies>users
Under sales configuration when you enable 'Auto Reconcile Advance Payment' option, It will automatically reconcile advance payment for customer invoice.
Click Advance Payment Button.
Put your payable amount,automatically calculate your remaining amount. click on 'make payment'
See payment record in payment advance tab.
Add your down payment using outstanding credit add button.
Purchase Order Advance Payment
1. Allow/Disallow Purchase Order Advance Payment
User have access to allow/disallow purchase order advance payment option. Let's See What Is Workflow & How It Works.
First Click On Setting.
Users/Companies Click on User.
See in the Advance payment Category, there is a field 'Allow Purchase Order Advance Payment' Check in the box.
2. Advance Payment in Purchase Order
Create Purchase Orders With Advance Payment. Go to the Purchase Module
Create New Purchase Order Or Use Existing Orders.
After Fill All Fields Data Click On Confirm Order Button.
After Click On Confirm Order Button The State Is Now On The Purchase Order. Now You Can See Advance Payment Button & receipt.
3. Advance Payment Wizard.
Click On Advance Payment Button For Open Advance Payment Wizard To Make Advance Payment.
When click on advance payment button, Advance payment wizard open and select payment journal with payable amount and click on make payment button. Here Is Payable Amount 'How much you want to pay as down payment'. Payment Journal 'payment type in bank or cash'. Date & Time When You Pay Down payment. Fill All Data And Click On "Make Payment".
If payable amount is more then total amount then you will get user error.
4. Advance Payment Tab
Now You Can See 'Payment Advance' Tab. Under advance payment tab you can see advance payment line in purchase order.
Click On Receipt. Validate Your Order.
Click on payment line to see your payment receipt.
Save receipt.
Create Bill. Click 'create bill' button.
Confirm Purchase. Now You are successfully create purchase bill, click on confirm button to confirm your bill.
Now you can see your Bill in the posted state. Under vendor bill you can see advance payment transfer in outstanding debits balance and click on add button for make payment.
After click on add button your total payment is reconciled.
5. Auto Reconcile Advance Payment Configuration.
Go to the settings>Users&companies>users
Under purchase configuration when you enable 'Auto Reconcile Advance Payment' option, It will automatically reconcile advance payment for vendor bill.
Click Advance Payment Button.
Put your payable amount,automatically calculate your remaining amount. click on 'make payment'
See payment record in payment advance tab.
Add your down payment using outstanding credit add button (Click On Vendor Bills if Existing Orders).
Reconcile Bill.
Our Services
Odoo Installation
Odoo Development
Odoo Implementation
Odoo Customization
Odoo App Development
Odoo 3rd Party API integration
Odoo Training
Website development
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GlobalTeckz is an official Odoo Partner since 2013 (10+ Years) and completed more than 250+ Odoo projects across the globe. "Quality is key" of our coding, and we follow strict rules on Odoo Standard coding ensuring every module is bug free.
We specialize in providing ERP implementation using the best of industry methodology that ensures successful deployments of each Modules. Be it Manufacturing Trading or eCommerce Industry our resource thrive to make every project successful for our clients.
This App is compatible with Odoo Community & Enterprise Edition including - (Odoo.sh & On-premise) not compatible with Odoo online as 3rd party modules are not installable with Odoo Online version.
If you need any help or want more additional features, you may contact us through Skype: kadriazhar or eMail
www.globalteckz.com
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