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  1. APPS
  2. Accounting
  3. Payment Sheet Reconciliation v 19.0
  4. Sales Conditions FAQ

Payment Sheet Reconciliation

by Osama Adel https://www.linkedin.com/in/osama-adel-441102
Odoo

$ 69.00

v 19.0 Third Party
This module requires Odoo Enterprise Edition.
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Purchase (purchase)
• Sales (sale_management)
• Discuss (mail)
Lines of code 1240
Technical Name payment_sheets_reconciliation
LicenseOPL-1
Websitehttps://www.linkedin.com/in/osama-adel-441102
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Purchase (purchase)
• Sales (sale_management)
• Discuss (mail)
Lines of code 1240
Technical Name payment_sheets_reconciliation
LicenseOPL-1
Websitehttps://www.linkedin.com/in/osama-adel-441102
  • Description
  • License
Icon

Payment Sheet Reconciliation

Stop manually matching payments. Upload your courier or payment provider's Excel sheet — we handle the rest automatically.

✦ Odoo 19 ✦ Multi-Currency ✦ Multi-Company ✦ OPL-1 License

The Problem We Solve

Every month, accounting teams waste hours manually cross-referencing Excel sheets from Bosta, Paymob, Weevo, and other providers against Odoo invoices. This module eliminates all of that.

😓

Before This Module

Open Excel → Find invoice in Odoo → Check amount → Register payment → Reconcile. Repeated 200+ times per sheet.

🚀

After This Module

Upload Excel → Click "Process" → Done. All matched invoices paid and reconciled automatically in seconds.

Time & Cost Impact

Your Team Spends Hours on What Takes Us Minutes

Every payment sheet processed manually costs your accounting team hours of repetitive, error-prone work — and some businesses run thousands of transactions every single month. Here's what that actually looks like.

~2.4 min
per invoice
manually
<1 sec
per invoice
with this module
99%
time reduction
per payment run

Time Per Payment Run — Before vs. After

Based on a typical sheet with 200 invoices

Without Module (Manual) ~8 hours
Look up SO → Find invoice → Check amount → Register payment → Reconcile × 200
With Payment Sheet Reconciliation <5 minutes
Upload → Process → Done
Based on real-world experience — you save approximately 7 hours 55 minutes per payment run of 200 invoices.

How Much Time Does Your Team Lose Monthly?

Based on real-world experience: ~2.4 min per invoice manually. The more you process, the more you lose.

Invoices / Sheet Manual Time With Module Time Saved
50 invoices ~2 hours <2 minutes 1h 58min
200 invoices ~8 hours <5 minutes 7h 55min
500 invoices ~20 hours <10 minutes 19h 50min
1,000 invoices ~40 hours <20 minutes 39h 40min
6,000 invoices (typical local company) ~240 hours
= 30 working days
<2 hours ~238 hours/month

* Manual time based on real-world experience: ~2.4 min/invoice (invoice lookup + amount verification + payment registration + reconciliation). Module time: bulk upload + single click. Local businesses with 6,000+ monthly transactions could reclaim the equivalent of a full-time employee's workload.

🧑‍💼

What Could Your Team Do With 8 Extra Hours Every Payment Run?

Close more accounts. Reduce month-end stress. Catch errors earlier. Or simply go home on time. Your accountants are too valuable to spend their day copying numbers between Excel and Odoo.

No more manual lookups No more payment errors No more reconciliation backlogs

Key Features

Everything your accounting team needs — nothing they don't.

📂

Configurable Sheet Templates

Map each provider's custom Excel column names to Odoo fields once. Reuse for every future upload from that provider.

🔍

6 Invoice Matching Methods

Match invoices automatically by Sales Order, Invoice Number, Tracking Number, Shopify Order, Purchase Order, or Bill Number.

⚡

Auto Payment & Reconciliation

When amounts match, payments are created and reconciled against invoices instantly — zero manual steps required.

💰

Partial Payment Support

Optionally accept sheet amounts that differ from the full invoice due. Partial reconciliation handled automatically.

🛠️

Smart Error Tab

Mismatches and missing invoices clearly listed. Use the one-click Pay button or Force Pay All batch action.

📊

Kanban Dashboard & Analytics

Track all payment sheets in a visual Kanban view. Built-in Graph and Pivot analytics for financial reporting.

See It In Action

A complete walkthrough from template setup to reconciliation.

Step 1 — Configure Your Sheet Templates

Create one template per provider. Map their column names to Odoo fields once — reuse forever.

Template List View

Template list — manage all providers

Template Form View

Template form — configure column mapping

Your Provider's Excel File

The Reference Column Header and Amount Column Header in the template match the exact column names in your Excel file — no reformatting needed.

Excel Payment Sheet

Example: "Order Reference" → Reference Column  |  "COD" → Amount Column

Step 2 — Create & Upload

Create a new Payment Sheet, select your template, and upload the Excel file. Three fields — that's all it takes.

Draft State

Draft state — configured and ready to process

Step 3 — Process & Auto-Reconcile

Click "Process Sheet". The module automatically matches invoices and reconciles payments. Errors are clearly listed for review.

Matched Invoices Tab

Matched Invoices tab — auto-reconciled rows

Errors Tab

Errors tab — Force Pay All or pay individually

Error types detected automatically: Already fully paid invoice  ·  Reference not found  ·  Amount mismatch (partial payment)

Step 4 — Confirm & Done

Click "Confirm" to close the sheet. Payments are created, invoices reconciled, Amount Due = 0.00. The full audit trail is logged in the chatter.

Done State

Done state — 2 payments created and reconciled, full audit trail in chatter

Kanban Dashboard — Full Overview

See all payment sheets grouped by status. Know instantly what's pending, in progress, and done.

Kanban Dashboard

Kanban view — grouped by status with amounts and match/error counters

4-State Workflow

Full lifecycle management with safe rollback support.

Draft → In Progress → Done
Cancel (any state) Reset to Draft (unreconciles payments)

Works With Any Provider

If they send you an Excel sheet, this module can process it.

Bosta Paymob Weevo Shopify Any Bank / Gateway + Any Custom Provider

Also Included

Enterprise-grade features built in from day one.

🌍

Multi-Company

Templates and sheets scoped per company.

💱

Multi-Currency

Full support for any currency in Odoo.

🔐

Access Rights

User & Manager permission levels.

📋

Full Audit Trail

Every action logged via the Odoo chatter.

Technical Requirements

🔢
Odoo Version 19.0
📦
Dependencies Accounting, Sales, Purchase, Payment
📄
Input Format Excel (.xlsx / .xls)
📜
License OPL-1

Support & Contact

Have questions or need help with configuration? Reach out.

Contact on LinkedIn

Developed by Osama Adel  ·  Odoo 19  ·  Version 19.0.2.0.0

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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