| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Invoicing (account) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 1513 |
| Technical Name |
sim_customer_post_dated_cheque_app |
| License | AGPL-3 |
| Website | https://simbeez.com/ |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Invoicing (account) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 1513 |
| Technical Name |
sim_customer_post_dated_cheque_app |
| License | AGPL-3 |
| Website | https://simbeez.com/ |
| Versions | 18.0 19.0 |
Customer Post Dated Check Management
The Customer Post-Dated Cheque Management app for Odoo streamlines the handling of post-dated cheques received from customers by providing a structured and transparent tracking mechanism within Odoo Accounting. It allows users to record customer PDC details against invoices, including cheque number, bank, amount, and due date, and monitor their lifecycle until clearance. The app helps finance teams manage future-dated payments efficiently by offering clear visibility into pending, deposited, cleared, or bounced cheques, thereby improving cash-flow planning, reducing manual follow-ups, and ensuring accurate financial control directly from the Odoo system.
Key Features
Customer PDC Recording & Tracking
Easily register post-dated cheques received from customers with complete details such as cheque number, bank, amount, and maturity date, and track their status throughout the payment lifecycle.
Cheque Status Management
Manage and update cheque states including pending, deposited, cleared, or bounced, ensuring accurate payment monitoring and better control over receivables.
Accounting & Invoice Linkage
Seamlessly link post-dated cheques to customer invoices, providing clear payment visibility and supporting improved cash-flow planning within Odoo Accounting.
Set Up
Install the Customer Post Dated Check Management app from the Odoo App Store.
Work Flow
Begin by granting the necessary permissions to enable Post Dated Cheque (PDC) payments.
Navigate to,
Settings > Manage Users > select the user
and after enabling developer mode
enable "PDC
Payments (Customer Invoices)"
Next, head to the Accounting settings to set up the default Post Dated Cheque (PDC) account.
Settings > Accounting > Configure PDC Account > Generate PDC Account
After generating the default PDC account, remember to click "Save" to confirm the changes.
Navigate to the invoice creation screen within Odoo's interface.
Upon enabling the PDC Payments feature, users will notice a convenient addition the "PDC Payment" button located within the invoice interface after creating a new Invoice.
Click on the "PDC Payment" button to initiate the PDC payment process.
A prompt will appear, prompting users to input necessary details such as PDC payment date, check number,
and amount.
After filling in the relevant details, click the "Validate" button to securely register the information.
Navigate to the "PDC Payment" section within the Accounting Module by clicking on the "Customers"
Menu.
Here, users can directly register PDC payments independently of the invoice creation process, later
users can also find all of the PDC payments here.
Click on New to Initiate registration of a new PDC Payment, Fill in the required details such as PDC
payment date, check number, and amount.
Optionally, select multiple invoices associated with the PDC payment.
Click the "Validate" button to complete the transaction.
Click on "Collect Cash" once you want to list payments.
You can also select multiple PDCs in the tree view and You can Perform these same steps for Vendor bills
too!
Frequently Asked Questions (FAQs)
Yes, the app allows you to associate each post-dated cheque directly with a customer invoice, ensuring clear traceability and accurate payment tracking.
Yes, you can manage and monitor cheque statuses such as pending, deposited, cleared, or bounced, helping you maintain proper financial control.
Yes, the module is fully compatible with Odoo and integrates smoothly with the Accounting module for managing customer post-dated cheque payments.
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Copy Link : https://simbeez.com/contact/
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