| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1687 |
| Technical Name |
jm_pdc |
| License | OPL-1 |
| Versions | 18.0 19.0 |
Post Dated Check (PDC) Management
Overview
In invoicing and billing, a Post-Dated Cheque (PDC) refers to a cheque issued by a customer or vendor (payer) with a future date. The ability to deposit or encash such cheques before their specified date varies across countries. Since Odoo does not include native support for managing post-dated cheques, we have developed this module to fill that gap. This module enables seamless management of post-dated cheques along with the related accounting journal entries. You can easily record and monitor post-dated cheques from both customers and vendors. It helps you track and manage each cheque through multiple stages — including New, Registered, Returned, Deposited, Bounced, and Completed. Each stage is automatically supported with the appropriate accounting entries, ensuring accurate financial tracking. Additionally, you can filter and view cheques by their status and generate clear, concise PDF reports for record-keeping or analysis.
Key Features
- ✓ You can cancel PDCs using multiple available options.
- ✓Create PDC payments for multiple invoices or bills at once using the multi-action feature.
- ✓A PDC can be deleted only when its status is "Draft"
- ✓ The PDC form remains editable when it is in the "Returned" state.
- ✓ Perform multi-actions for all PDC cheque states — Register, Return, Deposit, Bounce, Done, and Cancel.
- ✓ View the total sum of all payments directly in the list view.
- ✓ Manage partial payments efficiently for each PDC cheque.
- ✓ Automatically send due date notifications to customers, vendors, and internal users.
- ✓Simplifies management of customer and vendor PDC payments.
- ✓Easily track PDC payments through related journal entries and journal items.
- ✓Conveniently handle attachments, journal entries, and journal items from the PDC form view.
- ✓Easily track PDC payments through related journal entries and journal items.
- ✓Smoothly manage PDC payments across different stages such as Deposit, Return, Bounce, etc.
- ✓Effortlessly print detailed PDF reports of PDC payments.
- ✓Supports multi-company environments for PDC accounts.
Screenshots
Installation and Configuration
You need to configure a PDC account for each company. To do this, navigate to the Invoicing configuration settings and select the appropriate PDC account for both customers and vendors.
PDC Check Register
Register PDC Cheque button in invoice form view *(Only visible in open state).
PDC Wizard
Register PDC Cheque Wizard' will pop up after clicking the 'Register PDC cheque button.
PDC Payment Menu
The PDC Payments menu displays a list of all registered post-dated cheques.
PDC Payment Form
The PDC Payment form view allows you to deposit or return the cheque as needed.
Returned state
After clicking 'Return', the cheque status is updated to 'Returned'.
Deposited State
After clicking 'Deposit', the cheque status changes to 'Deposited', and two new buttons — 'Bounced' and 'Done' — become visible.
Bounced State
If the cheque is bounced, click 'Bounce', and its status will be updated to 'Bounced'.
Done State
If the cheque is successfully deposited, click 'Done', and its status will be updated to 'Done'.
Payment Enteries
In the Journal Items section, you can view all the PDC payment entries. The image below shows the entries created during each operation performed.
Payment State
Invoice with the In-Payment state.
PDF Report Menu
PDC payment report for print PDF report of multiple PDC cheque payments
PDC PDF Payment Report
If Currently no any invoice/bill and we press "Done".
Journal Entry created of that payment
When the due amount becomes zero, a matching number is assigned to the invoice and bill for full reconciliation.
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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