Manage Advance Payment
Register, track, and control advance payments on sale orders and purchase orders with linked accounting entries in Odoo 19.
Built for sales, purchase, and accounting teams that need a clear advance payment workflow without spreadsheets or manual reconciliation notes.
Compatible with
- Odoo 19 Community & Enterprise
- Sales, Purchase, and Accounting
- Multi-company environments
Advance payments, managed in one place
Capture customer and vendor advance payments directly from confirmed orders, monitor how much has already been paid, and create the related accounting payment in a controlled, auditable flow.
Each advance payment is stored as a dedicated document, linked to its sale order or purchase order, and optionally posted to account.payment for proper financial tracking.
What you get
- Advance payment register wizard on SO and PO
- Advance paid and remaining capacity on each order
- Smart buttons and dedicated advance payment list
- Default journals configurable per company
- User and manager access groups
Customer Advances
Register inbound advance payments from confirmed sale orders before final invoicing.
Vendor Advances
Record outbound advance payments against confirmed purchase orders with full traceability.
Linked Accounting
Post advance payments to create linked account.payment records automatically.
Order Balance Control
Prevent over-collection or over-payment with validation against the remaining order balance.
Central Dashboard
Review all advance payments from Accounting with filters for draft, posted, sale, and purchase.
Chatter & Audit Trail
Track changes, activities, and linked documents from each advance payment form.
Sale Order Workflow
- Confirm the quotation.
- Click Register Advance Payment on the sale order.
- Enter the amount, journal, payment method, and memo.
- Post immediately or save as draft for later approval.
- Review advance paid and remaining capacity on the order.
Purchase Order Workflow
- Confirm the purchase order.
- Click Register Advance Payment on the PO form.
- Select the vendor payment journal and amount.
- Create the linked outbound accounting payment.
- Track all vendor advances from the purchase order smart button.
Registration Wizard
The wizard shows the order total, amount already paid, and remaining advance capacity so users always know how much can still be registered.
- Default journal pre-filled from company settings
- Payment method loaded from the selected journal
- Optional immediate posting to accounting
- Automatic sequence reference for each advance payment
Advance Payment Management
Finance teams can monitor all advance documents from Accounting > Advance Payments.
- Filter by draft, posted, or cancelled status
- Separate sale and purchase advance payments
- Group by partner, document type, status, or date
- Open linked payment or source order in one click
Configuration
- Install Sales, Purchase, and Accounting.
- Install Manage Advance Payment.
- Open Accounting > Configuration > Settings.
- Set default sale and purchase advance payment journals.
- Assign users to Advance Payment / User or Manager.
Dependencies
Requires the standard Odoo applications:
- account
- sale_management
- purchase
Security & Access
- Advance Payment / User for registration and tracking
- Advance Payment / Manager for full control and deletion
- Posting requires invoicing/accounting permissions
Technical Highlights
- Model: advance.payment
- Wizard: advance.payment.register.wizard
- Linked model: account.payment
- Sequence prefix: AP/YEAR/
Support
Need help with setup, customization, or deployment?
Contact Marutiverse at support.marutiverse@gmail.com
Manage Advance Payment for Odoo 19
A focused accounting workflow module by Marutiverse for businesses that collect and pay advances against sales and purchase commitments.
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