| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Discuss (mail) • Inventory (stock) • Invoicing (account) • Accounting (accountant) |
| Lines of code | 159 |
| Technical Name |
pos_settle_due_extends |
| License | LGPL-3 |
| Website | https://www.unlimitsoft.com.do/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Discuss (mail) • Inventory (stock) • Invoicing (account) • Accounting (accountant) |
| Lines of code | 159 |
| Technical Name |
pos_settle_due_extends |
| License | LGPL-3 |
| Website | https://www.unlimitsoft.com.do/ |
PoS Settle Due Invoices
Enable customers to pay pending invoices directly from the Point of Sale terminal.
Seamlessly integrate invoice payment processing into your POS system, allowing customers to settle outstanding balances and improving cash flow management.
Features
- Retrieve and display all pending invoices for a customer directly in the POS terminal.
- Allow customers to select which invoice they want to pay from a filtered list.
- Support multiple payment methods for settling invoice balances.
- Automatic validation of invoice eligibility (posted status, positive residual amount).
- Prevent overpayments with automatic amount validation and limits.
- Seamless integration with Odoo's accounting module for invoice reconciliation.
- Essential for retail, hospitality, and B2B environments managing customer credit accounts.
How It Works
Select Customer: Choose a customer to view all their pending invoices
with outstanding balances.
Choose Invoice: Review and select from a list of pending invoices.
Select Payment Method: Choose from available payment methods
configured in your POS terminal.
Process Payment: Complete the payment securely. The invoice is automatically
reconciled and the remaining balance updated in Odoo's accounting system.
Pending Invoice: View the invoice with an outstanding balance before payment
is applied.
Invoice Paid: Once the payment is completed, the invoice is fully settled
and marked as paid in the accounting system.
How It Works
Once the module is installed, cashiers can initiate payment settlements directly from the POS terminal. When a customer arrives to pay their pending invoices, the system retrieves all outstanding invoices from the accounting module. The cashier selects the invoice(s) to be paid and the payment method. The system validates all conditions: customer existence, invoice eligibility (posted status, positive residual), and payment amount limits to prevent overpayments. Once validated, the payment is processed and the invoice is automatically reconciled in Odoo's accounting system, updating the customer's credit status in real time. This streamlines cash collection and improves cash flow management.
Important: This module is available exclusively for Odoo Enterprise. It relies on Enterprise accounting features required to manage invoice reconciliation and payment processing directly from the Point of Sale.
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