| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Sales (sale_management) |
| Lines of code | 481 |
| Technical Name |
se_account_payment_installment |
| License | LGPL-3 |
| Website | https://sprinterp.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Sales (sale_management) |
| Lines of code | 481 |
| Technical Name |
se_account_payment_installment |
| License | LGPL-3 |
| Website | https://sprinterp.com |
Account Payment Installment Management
Manage sales orders and invoices payment in customized structural monthly installments with automated notification email reminders.
Key Module Highlights
Account Payment Installment Management Workflow
Configure Global Account Payment Installment Rights
Navigate to the Settings Application, access the top Users & Companies configuration menu, and open the target user file "Mitchell Admin". Inside the Access Rights panel tab grid, scroll down to locate the specialized "Other Installment Rights" section and enable the "Account Payment Installment" checkbox toggle to deploy global feature execution rights across the ecosystem.
Key Logic: The custom structural notebook panels inside both Sales Orders and Invoices compute their functional visibilities directly matching the current interactive user context's **has_installment_access** boolean evaluation guard to maintain tight operational security.
Configure Installment Details on Sales Quotation
Navigate to the Sales Application, open or create a target quotation record (e.g., S00026), and access the dedicated "Installment Details" notebook tab panel. Enter the structural parameter metrics such as Duration(Months), Down Payment Amount, and Next Payment Date to instantly let the backend framework automate the balance calculations.
Key Logic: The core backend compute function
_compute_installment_amounts dynamically monitors variations inside total
amounts to automatically process the mathematical split metrics for both Installment
Payable Amount and individual Installment Amount fields.
Verify and Manage Sync Scheduled Installment Lines on Invoices
Upon validating or confirming the upstream order, access the generated Customer Invoice (e.g., INV/2026/00008). Under the synchronized "Installment Details" notebook tab, you will find the integrated "INSTALLMENT LINES SCHEDULED" grid layout mapping out individual rows along with an operational "Create Payment" action button link for each split transaction line.
Key Logic: The custom method overrides inside _prepare_invoice
automatically pass contextual dictionaries, replicating planned scheduling rows into
matching draft invoice lines while maintaining state controls like dynamic Draft
badges.
Process Split Entries via Installment Payment Wizard Workspace
Clicking the "Create Payment" button on any scheduled row triggers an active transient popup window titled "Installment Payment". This workspace displays pre-mapped parameters like the invoice source Origin and exact line Payment Amount, while allowing managers to customize accounting elements such as Payment Date, Payment Method, and bank/cash Payment (Journal) setups.
Key Logic: Executing the "Create Payment" button action inside the wizard form
fires the backend method action_confirm_payment. This automatically spawns an
official account.payment entry file, enforces structural postings, triggers
core asset receivable account reconciliations, and updates the active line status to
Paid.
Track Real-Time Installment Line Reconciliation States
Once the entry is validated through the transient workspace, the targeted tracking line instantly updates its operational status. In the active invoice grid overview, you can confirm that line #0 Down Payment Amount has updated its indicator badge to a green "Paid" badge matrix, automatically removing its payment confirmation action button to safeguard financial records.
Key Logic: The list view inherits technical attributes using the modern Odoo
component framework configurations. The action button hides itself seamlessly via a core XML
evaluation syntax attribute invisible="state == 'paid'", preventing
administrative staff from re-triggering accidental payment items.
Print Professional Customer Installment Details PDF Reports
Clicking the native Print menu action on customer invoices compiles an official printable document titled "Installment Details". This ready-to-print dynamic layout maps enterprise branding headers, individual client delivery addresses, structural parameter matrices, and detailed historical data tables containing live payment statuses.
Key Logic: The action uses a specialized custom print action launcher action_report_invoice_installment
that invokes an advanced clean QWeb report template structure, looping through invoice
objects via standard t-foreach="docs" t-as="o" directives.
Track Sales Document References and Operational Cross-Linking
The system maintains deep relational traceability across the entire accounting life cycle. When viewing the verified Sales Order workspace (e.g., S00026), the top breadcrumb panel completely logs parent structural linkages matching active child entries such as Invoices / INV/2026/00008, ensuring that managers can swiftly hop between the base order tracking lines and transactional financial matrices.
Key Logic: By utilizing standard core pipeline parameters, the functional smart buttons count and show linked "Invoices" entries dynamically, while protecting the operational line status matrices from becoming detached or losing data references.
Automated Background Email Notification Engine Trigger
To eliminate manual customer collection follow-ups, the module deploys an automated system email engine. A dedicated background cron scheduler scans all draft payment rows daily. If a pending tracking row is exactly 2 days before its due date, the system automatically runs the integrated QWeb HTML template to compose and dispatch a rich notification alert directly to the customer's email address.
Key Logic: The core automated process method
_cron_send_installment_reminders pulls records via conditional target
parameters, calls the email template reference, posts an administrative verification
statement on the document chatter log interface, and locks logs dynamically.
Key Features & Capabilities
Empower your sales and invoicing workflows with structured custom monthly installments and automated customer notification engines in Odoo.
Automated Installment Engine
Configure customized duration months and down payment amounts to instantly distribute total balances into linear payment schedules.
Draft Invoicing Sync
Seamlessly mirrors planned installment grids from approved sales orders directly into newly created customer draft invoice structures.
Instant Payment Wizard
Launch a modern transient pop-up model directly from installment tracking rows to process precise partial entry amounts instantly.
Live Status Badges
Track collection status instantly using dynamic, color-coded interactive status tags marking lines clearly as Draft or Paid.
Strict Double-Pay Protection
Built-in operational verification blocks user-override execution on previously reconciled or completely paid financial installment files.
Auto-Cron Email Reminders
Background automation processes schedules daily to dispatch rich QWeb HTML notification alerts to customers exactly 2 days before due dates.
Need Any Help?
Installation, Configuration & Bug Fixing support from our experts.
© 2017 SprintERP Technologies. All Rights Reserved.
Please log in to comment on this module