Invoice Payment
Summary Panel
Get instant insights into your invoices with a powerful summary panel showing outstanding receivables, overdue amounts, and payment trends at a glance.
Key
Features
Real-Time Payment Summary
View total outstanding receivables, amounts due today, within 30 days, and overdue invoices in a single glance.
Interactive KPI Filtering
Click on any KPI card to instantly filter the invoice list and view only the matching records. Click again to clear the filter.
Average Collection Days
Track the average number of days it takes to receive payments and identify collection efficiency trends.
Overdue Invoice Tracking
Quickly identify overdue invoices with visual indicators and take immediate action on pending payments.
Multi-Select KPI Filtering
Select multiple KPI cards simultaneously to combine filters and narrow down your invoice list with precision.
Customer-Specific Summary
The summary panel adapts automatically when viewing a specific customer's invoices, showing their individual payment metrics.
How It
Works
Payment Summary Panel Overview
Access the Invoice Payment Summary Panel directly from the invoice list view. The panel displays key metrics including Total Outstanding Receivables, Due Today, Due Within 30 Days, Overdue Invoices, and Average Days for Getting Paid all in one glance.
Click any KPI card to instantly filter the invoice list and see only matching records.
Filter by Total Outstanding Receivables
Click the "Total Outstanding Receivables" KPI to filter the list and view only invoices with pending amounts. The selected KPI card is highlighted with a blue border and a corresponding filter tag appears in the search bar.
Draft invoices are automatically excluded - only Posted invoices with outstanding balances are shown in this filtered view.
Filter Invoices Due Today
Click the "Due Today" KPI to instantly filter and see only invoices due on the current date. The search bar shows the active "Due Today" filter, and the KPI card is highlighted for clear visual feedback.
Filter by Due Within 30 Days
Click the "Due Within 30 Days" KPI to view all upcoming invoices due in the next month. Plan your collection activities and follow up with customers before their due dates.
Filter Overdue Invoices
Click the "Overdue Invoice" KPI to filter and display only past-due invoices. The overdue amount is prominently highlighted, making it easy to identify and prioritize collections for overdue payments.
Average Days for Getting Paid
Click the "Average No. of Days for Getting Paid" KPI to filter and view only fully paid invoices. This metric calculates the average number of days between invoice creation and payment, helping you understand your collection efficiency and payment trends.
The status column shows color-coded "Paid" badges for easy identification.
Multi-Select KPI Filtering
Select multiple KPI cards simultaneously to combine filters. In this example, both "Total Outstanding Receivables" and "Due Within 30 Days" are active at the same time. Each filter appears as a separate tag in the search bar, and both KPI cards are highlighted.
Click any active KPI again to remove only that specific filter without affecting others.
Customer-Specific Summary
The summary panel automatically adapts when viewing invoices for a specific customer. Navigate to a customer's invoice list and the KPI values update to reflect only that customer's outstanding receivables, overdue amounts, and payment metrics.
Vendor Bill Management (Payables)
The Payment Summary Panel also fully supports Vendor Bills. Switch to the Bills view to instantly track your Total Outstanding Payables, monitor bills Due Today, and identify Overdue Bills that need immediate attention.
Just like with customer invoices, you can filter bills by clicking on the KPI cards to streamline your accounts payable process.
Mobile Responsive
View
Fully Responsive on Mobile Devices
The summary panel is fully responsive and works seamlessly on mobile devices. KPI cards stack neatly on smaller screens, and interactive filtering works with touch gestures for a smooth mobile experience.
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Atharva System
Innovating Odoo experiences for Enterprise and Community users.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 629 |
| Technical Name |
invoice_payment_summary_panel |
| License | OPL-1 |
| Website | https://www.atharvasystem.com/odoo-development |
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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