| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 361 |
| Technical Name |
payment_mass_allocation |
| License | OPL-1 |
Payment Mass Allocation & Auto-Reconciliation
Automate bulk customer payments allocation and vendor invoice reconciliation across multiple open documents. Boost accounting speed, minimize manual errors, and keep your ledger balanced.
Key Highlights
Massive Time Saver
Instantly allocate a single customer receipt or vendor payment across dozens of open invoices or bills with smart automation.
Zero Matching Errors
Smart routines like FIFO, Proportional, and Equal splits ensure every cent matches precisely without any human calculation mistakes.
100% Native Sync
Reconciles matching invoices using Odoo's native accounting engine, correctly posting exchange rates gains/losses and cash basis tax details.
Deploy the Payment Mass Allocation module today and eliminate tedious manual invoice reconciliation. Need customized payment routing rules?
Interactive Allocation Form View
An elegant, intuitive interface built right into Odoo's payment creation wizard.
| Invoice Number | Due Date | Original Amount | Amount Due | Allocated Payment | Status | |
|---|---|---|---|---|---|---|
| INV/2026/00012 | Overdue (15 days) | $5,000.00 | $5,000.00 | $5,000.00 | Fully Allocated | |
| INV/2026/00025 | In 5 days | $8,000.00 | $8,000.00 | $8,000.00 | Fully Allocated | |
| INV/2026/00030 | In 12 days | $10,000.00 | $10,000.00 | $2,000.00 | Partially Allocated | |
| INV/2026/00045 | In 30 days | $3,000.00 | $3,000.00 | $0.00 | Unallocated |
Checkbox Filtering
Select exactly which invoices should receive funds. Keep other open invoices clean and untouched.
Multiple Allocation Modes
Support FIFO (First In First Out), Proportional distribution based on balance weights, and Smart Equal splits.
Visual Color Coding
Instantly spot overdue invoices highlighted in soft red, fully paid invoices in green, and partially paid lines in blue.
Inline Quick Toggles
Click "Pay Full" on any individual invoice line to allocate its full remaining amount instantly without writing down digits.
Can I customize the payment allocation rules?
Does it work for both Customers and Vendors?
Does it create native Odoo reconciliation objects?
Version 18.0.1.0
October, 2024- Mass payment allocations for Customers and Vendors in Odoo 18.0.
- FIFO, Proportional, and Equal split allocation methods.
- Clean, responsive checkout checkbox list in payment screen.
- Visual color-coding based on invoice overdue and payment status.
- Fully synchronized with standard Odoo accounting reports.
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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