| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Point of Sale (point_of_sale) • Discuss (mail) • Inventory (stock) |
| Lines of code | 943 |
| Technical Name |
bits_payment_invoice |
| License | LGPL-3 |
| Website | https://www.bitszee.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Point of Sale (point_of_sale) • Discuss (mail) • Inventory (stock) |
| Lines of code | 943 |
| Technical Name |
bits_payment_invoice |
| License | LGPL-3 |
| Website | https://www.bitszee.com |
POS Invoice Payment
Collect payments on posted customer invoices directly from the Point of Sale. Select a customer, review unpaid invoices in a modern card layout, register cash or bank payments with full or partial amounts, reconcile automatically, and track invoice payments per POS session.
Overview
This module adds an Invoice button on the POS product screen. When a customer is selected, cashiers can open a polished Unpaid Invoices popup showing posted customer invoices with an open balance, then register payment in a dedicated Register Payment screen with amount, journal, and date. Payments create reconciled account.payment records and are tracked on the POS session with separate cash and bank totals at closing.
Dependencies: Point of Sale and Accounting must be installed. Ideal for retail and service businesses where customers pay outstanding invoices at the counter.
Key Features
Invoice Button on POS
Dedicated Invoice control button on the product screen. On mobile, open Actions to access it. Requires a customer on the order.
Unpaid Invoices Screen
Card-based invoice list with customer header, open invoice count, total due, status badges, and one-click Pay per invoice.
Register Payment Screen
Touch-friendly payment popup with invoice summary, amount due, currency input, Pay full amount shortcut, and journal selection buttons.
Cash & Bank Journals
Configure cash and bank journals per POS. Supports partial payments; remaining balance stays on the invoice until fully paid.
Automatic Reconciliation
Creates and posts account.payment records linked to the invoice. Payment state updates to partial or paid automatically.
Session Closing Summary
Closing register shows Invoice Payments (Cash) and Invoice Payments (Bank) separately. Session form includes an Invoice Payments smart button.
Configuration
Enable invoice payment and set journals on your Point of Sale.
Step 1 â Open POS settings
Go to Point of Sale → Configuration → Point of Sale, open your shop, or use Settings → Point of Sale when a config is selected. Find the Invoice Payment section.
Step 2 â Enable and configure journals
- Invoice Payment from POS: Enable the master toggle.
- Cash Journal: Journal used when payment is collected in cash at the counter.
- Bank Journal: Journal used when payment is collected by bank or card.
- At least one cash or bank journal is required.
Step 3 â Install / upgrade and open POS
After installing or upgrading bits_payment_invoice, close any open POS session and open a new one. Hard-refresh the browser (Ctrl+Shift+R) if the Invoice button does not appear.
How to Use â POS
Open unpaid invoices
- Open a POS session and select a customer on the order.
- Click Invoice on the product screen (desktop) or Actions → Invoice (mobile).
- Review the customer summary, open invoice count, and total due.
- Each invoice card shows number, date, amount due, total, and payment status.
Register a payment
- Click Pay on the invoice you want to settle.
- On the Register Payment screen, confirm or edit the amount.
- Use Pay full amount to fill the remaining balance.
- Select a cash or bank journal and payment date.
- Click Pay Now. The invoice list refreshes automatically.
POS rules enforced
- Customer is required before opening invoices.
- Only posted customer invoices with open balance are listed.
- Partial payments are allowed; amount cannot exceed the invoice residual.
- Payments can only be registered while the POS session is open.
How to Use â Backend
Review payments on POS session
- Point of Sale → Orders → Sessions → open a session.
- Smart button Invoice Payments lists all invoice payments collected in that session.
- Each record links to the customer invoice, account payment, and journal.
Session closing register
- When closing the register, totals show Invoice Payments (Cash) and Invoice Payments (Bank) separately.
- Invoice payments are tracked independently from regular POS order payments.
- Verify collected invoice payments match your cash and bank receipts for the day.
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Contact Us
Need help, customization, or implementation support for POS Invoice Payment? Our team is ready to assist you.
Email us at info@bitszee.com • Visit www.bitszee.com
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